Offer Wizard Step 7: Automation

This step is optional in case if you would like to automate the follow up for every lead that received the coupon. 


Note: To use this module, you will have to have to have an integration of an Auto-responder of choice. 

Step 1: Name the Automation Campaign

Step 2: Select the sequence from the integrated auto-responder 

Step 3: Select Integration 

You can choose Infusionsoft, Aweber, Prospect Rocket, Get Response, Mailchimp if you have that integration setup. 

Step 4: Select the Sequence from the dropdown list to which you would like to add a lead 

Note: It can be a Newsletter campaign, a Coversion Campaign, any other campaign for your client. 


Step 5: Decide how soon you want those emails to be sent to the lead 

Click finish once you are done! 

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