In this article, we will talk about adding the Automation to your Demo Widget Funnel (Optional Step).

The automation will allow adding the new leads that opted in for your FREE trial offer to be sent to an email campaign of your choice that you run through an autoresponder of your choice.

NOTE: To be able to add automation at this step, you must add integration in Agency Settings first. Learn more about Agency Integrations

1. Find the Automation settings either under Step 3 of the "Demo Widget Setup"

or navigate to the Demo Widget Dashboard once the widget has been created and find the "Automation" that there:

2. Name your Automation

3. Add AUTOMATION from a dropdown

4. Click on - Select Integration -

5. Click on Prospect Rocket or any other Integration you have available

Click on Prospect Rocket or any other Integration you have available

6. Select a Sequence from the dropdown

7. Decide how soon you want to execute the sequence

Decide how soon you want to execute the sequence

8. You can select Minutes, Hours, or Days

9. Click on SAVE

10. You can also add a TAG from a dropdown

11. Click on Search For an Action

12. Click on a Sequence of your choice

13. Click on SAVE

14. Click on ACTIVITY to add an activity for your sales representative

Click on ACTIVITY to add an activity for your sales representative

15. Select the necessary tokens to pass the information to your salesperson. Click on [T] to choose a token

Select necessary tokens to pass the information to your salesperson. Click on [T] to choose a token

16. Click on preferred token to add it to the task

17. Click on INSERT

18. Decide what task you'd like to set up for your sales representative: A Call, a Meeting or a Task

19. Click on SAVE

38. Click on NEXT STEP