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.

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