Newsletter Workflow


This brand new workflow is great for agents that are looking to get started on a monthly newsletter to their database.

This workflow get’s launched on the agent directly and reminds them on the 15th of every month that it’s time to start creating the content for the following months Newsletter. It also prompts the agent to send that Newsletter on the first of everything.

This can either be done via Mass Email to your entire database OR with contacts to which you have added the “newsletter” tag on their contact record.


Additional information

Agent Reminders

Agents get reminders on the 15th of every month that it\'s time to start building out newsletters.

Send Reminders

Never forget to send your newsletters again. The Newsletter workflow will give agents a nudge when it\'s time to send off your content.

Audience Customization

Target your full email list or segments.


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