On the right hand side select the appropriate community/team you want to be part of the automation
Click on the drop down arrow under "Stage Name" and select the appropriate stage name
Click "Attach Video" and select the video you want attached to that particular stage
Click "Next: Email Composition"
Choose who you want the video to come from by selecting from the drop down menu
Enter an "Email Subject Line" and text in the "Message Text" area (optional). You can also add a CTA button (optional)
Click on "Save Video Settings" at the bottom
A rule is created. Once it's saved, it means that the next time a prospect moves into that particular stage OneDay's system will automatically send them the video message that was attached.
If a prospect moves back and forth between stages they will not receive the same email twice.
Your CRM statuses are pre-populated in the Automation section which makes setup very seamless.
CLICK HERE to see what CRM's OneDay integrates with to see if automation will work for your team!
