Lead Capture form to Target List

Collapse
X
 
  • Time
  • Show
Clear All
new posts
  • tayling
    Member
    • Apr 2023
    • 45

    Lead Capture form to Target List

    I have created a Lead Capture Form and it is populating the Leads and Target List. I am wanting to know if when added to the Target List - should an email beautomatically sent as per email template settings? Are there specific settings to automate this that need to be applied?

    If the anser is not automatic - are there any suggestions as to how to send out and automatic email to leads - a welcome or confirmation email?

    Thanks for any help.
  • tayling
    Member
    • Apr 2023
    • 45

    #2
    My Question has been answered - sorry to have posted but may be usefull to others.

    Yes The Lead Cpature form adds the lead to the Target List AND sends the assigned campaign email. The reason I did not notice it working is that the Mass Email Task was set to once an hour - I received the email bang on time - What a great CRM - thanks Espo!

    Regards

    Tony

    Comment

    Working...