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Setting up an email flow
Setting up an email flow
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Written by Guadalupe Garcia
Updated over a week ago

In Influencer Hero's CRM, you have the ability to set up multiple emails and schedule them in a sequence, eliminating the need to manually send follow-up emails. The created email sequences can then be used for e.g. an influencer outreach.

Step 1: Go to the Email Flows page and click on "Create New Flow"

Step 2: Fill in the flow name, email subject and body.

Tip: by clicking on "Use template variables from the table here" you will be able to find shortcuts which you can copy into your email and will then be replaced by the system. For example, the {{ firstname|default(influencer_handle) }} shortcut is either replaced by the influencer's first name or, if the system doesn't recognize a name, it will be replaced by their handle to still make it personalized!

Step 3: To add a follow up email, click on "Add email" and repeat the process done with the first email. If the influencer does not respond to the first email within the specified waiting time, they will automatically receive the first follow-up email. If they do respond, they will not receive any follow-up emails.

Step 4: Set the waiting time in between emails. It is generally best to set a waiting time of 48-72 hours between each email.

For best results, it is recommended to send a total of 3-4 emails (one outreach email and 2-3 follow-up emails)

Step 5: Once you have finished setting up the email sequence, it will end with "End of sequence" This means that if the influencer does not respond to any follow-up emails within the specified waiting times, they will be deactivated and will not receive any further emails.

Click on Save Changes and you are ready to go! You will now find them in the Email Flows page.

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