Let’s say you want to follow up with a prospect in a few weeks. Send them a nice customized E-Mail. Now you could put a note on the calendar, and make sure it’s something you do when the time comes. Or you could have Heap CRM do it for you.

Start by just creating an event exactly as you would normally. But now, there is an option that says “Send an E-Mail Template.” Go ahead and click on that.

Select the E-Mail template; and that’s it, when the day you put the event on arrives the E-Mail will be sent automatically, the event will be checked off, and message will be placed in your account and associated to the prospect. You can have as many of these events as you want with as many templates as you want, which means you can now do “drip E-Mail” marketing directly from Heap.

This entry was posted on Wednesday, August 15th, 2007 at 6:44 am and is filed under Heap. You can follow any responses to this entry through the RSS 2.0 feed.