Use the Start 7E Action Set to automatically:
Opt In the Email Address
Send the Launch Email
Apply all 7E Email Flags
1. In the top menu, hover over Contacts and choose Add Contact
2. Create a new contact and click Save
3. Click Actions
4. Click Apply Action Set
5. Select the Start 7E action set
Choose the appropriate option for you Lender/Realtor.
If you do not see the Start 7E Action Set click here to add it and come back to finish setup for this contact record.
6. Review the automatic actions and click Apply
7. Your new contact has been started on the 7 Essential correspondence
Email set to Opt In
7E Email Flags Applied
Launch Email Sent
If you need additional help:
Please contact your Support team:
We are happy to help :)
800-950-7325 Ex 3401
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