Email Delivery Settings

Access the Menu page by clicking on your name in the upper right of the header.

Click View All Items.

Click on the Manage Emails link (Administration - Communication).

Click the Settings link on an existing email to open the Delivery/Drip Settings

NOTE - Adding a Send Condition to an email on the tab above will not trigger emails. All emails are triggered by associating the email template with a status or action via the Manage Status or Manage Actions menus.

For more information on associating an email template with a trigger, see: Setup an Auto Email or Drip Campaign.

Velocify's best practices recommend that emails be triggered following a status change. However, once the trigger occurs you may not want the email to be sent immediately. This is particularly true when creating drip email campaigns, where a series of emails are scheduled to go out over a period of time. The options are:

• Send immediately:

• Timed delay: Set a delay of using an interval of minutes, hours, days, or weeks.

• Date field based delay: This allows an email's delay time to be determined in respect to a date. This option is typically not that best method to accomplish email timing strategies. It should only be employed by experienced Velocify administrators. Please consulted with Velocify Support.

Before a triggered email is sent, a check against any Send Conditions is performed.

The Send Condition filters create a statement (or group of statements) about a lead, which must all be true for the email to be sent.

Example:

A lead changes status and triggers an email.

Velocify LeadManager software confirms the lead is:

• In the Website Phone 1 campaign
• In any of the following statuses: Contacted, Contacted Not Transferred, Warm Transfer to LO
• If the answer to BOTH question is YES, then the email is sent to the lead.

Here are some scenarios where adding Send Conditions can be helpful:

• Different emails could be sent for leads in different campaigns
• Different emails could be sent based on the lead owner
• When Send Delays are used: Is the lead still in a status where it would make sense for them to receive this email?
  • A lead may change statuses several times between the moment it is triggered and the moment the email is sent. This is especially true if a delay of several days or weeks is set. Create a condition that checks the status of the lead before it finally sends.