Add Mail/Message Send Rule
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If you want to add a rule for sending mail or message, click on the Add Mail/Message Send Rule button in your CRM.
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A form will open where you need to fill in the required information.
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Rule Name is a mandatory field Γ’β¬β without it, you cannot add the rule.
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Choose when the rule should apply:
- Select Lead Added if you want it to trigger when a lead is added.
- Select Lead Edited if you want it to trigger when a lead is edited.
- Select both options if you want the rule to apply in both cases.
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Next, select the Source. This is a mandatory field Γ’β¬β without it, your rule will not be added.
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In the What to Happen (Action) section, choose the template for which you want to create the rule.
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Based on your selected template, additional options will appear. Select them as required Γ’β¬β without these selections, the rule will not be added.
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Once all the required fields are completed, click the Add button to save your rule.
Pro Tip: Test Before You Go Live
Always test your rule with a small set of leads before applying it to all. This helps verify the trigger, template, and timing work exactly as expected, avoiding accidental bulk messages.