Automations

Carina Gotovcenco Sep 1, 20202 min read
A huge update in the Prospect.io platform, which completely changed the way you do your cold outreach.

Recently, we have upgraded the good old Campaigns to new advanced workflows - Automations.

The automations themselves change the way you use the platform and truly automate your job. They replace not only campaigns, but also the integration workflows. Moreover, we have implemented many new features within the automations, including some common requests from our users. Here’s an overview of the new features and improvements that were made.

New Features

Automations bring new opportunities for creating advanced workflows and further personalization of your cold outreach.

Automatic enrollment

Add prospects to your automation flows automatically, based on the trigger events (e.g., enroll all new prospects once they are created in a certain list; or start a new automation once a prospect opens your email, etc.).

Conditions

Now you can split the flow into different branches depending on the conditions you set (e.g., send one email if the prospect clicked on a link from your previous emails, and another one if they didn’t).

Sending time zone & sending window

In addition to days of the week, you can select the time zone and interval for the emails to be sent out (e.g., from 10 AM to 5 PM). This means that you can adjust the sending of the emails to your prospect’s time zone.

Different senders for different prospects

The sender can be dynamically changed, based on the responsible user of a specific prospect.

Review Queue

You can hold prospects from proceeding to the next step for you to manually review and approve them.

SMS Notifications

Now you can receive a notification from your automations in the form of a text message. Just make sure that you’ve added a valid phone number in your profile.

Improved functionalities

We have made changes to some existing features, to make them even more powerful and easy to use.

Tasks

You can choose to hold prospects on a Task step until you complete it (e.g., a follow-up email can be held until you mark the task as “done”).

Delay

You can add a custom delay between any steps of your automation.

Integrations

We moved the integration workflows into the Automation steps. Now, in one automation flow you can combine the Automation actions, like emails, with integration actions, like pushing prospects into the integrated apps (e.g., after a certain email is sent, etc.).

Bonus!

For our Business plan users, we offer an Automation Review service. Let our experts review your emails and the automation flow set-up, and receive the professional tips and suggestions on how to improve the performance of your automation.

For more information about the automations check out the dedicated section in our Knowledge Base. And if you have any questions, feel free to reach us via support@prospect.io