Example: Automated Item - Sale
In the Sale stage, the prospect has signed up for a full membership. The example below follows up with an email to welcome the new member.
1. Status: For prospects in the Sale stage.
2. Run at & Date Time: This automated text will be run immediately after the membership sale.
3. Kind: An email message will be sent
4. Label: The name of the automated item.
5. Template id: An email template previously created
6. Description: The full email template that will be sent to the prospect.