Why Use the Auto Follow-Up Email for New Leads submission Template

The Auto Follow-Up Email for New Leads submission Template offers a convenient way to streamline response times with automatic email notifications for each new form submission, ensuring timely follow-ups. By integrating with Bika.ai, this template effectively helps businesses enhance customer satisfaction and loyalty.

How the Template Works

This template operates on the Bika platform, automatically sending MQL lead notification emails to the sales and customer service department emails when a customer submits a new form. Sales and customer service can view the MQL lead emails and proactively follow up on the leads. Users only need to configure the form information and email content, and the system will automatically send the email after the customer submits the form.

How to Customize Your Application Using the Template

Customizing your application with the Auto Follow-Up Email for New Leads submission Template is straightforward:

1. Set Group Email Address: Select a department group email as the recipient address for the MQL lead email, allowing all members to view and follow up on the MQL leads as appropriate.
2. Configure Email Content: Edit the notification email content to be sent. In the example, a variable selector is used to display the information submitted by the customer in the MQL lead email content. The MQL lead email content can be modified as needed.
3. Start Automation Task:Save the configuration and start the automation task. The template will automatically send an email when a customer submits a form.
4. Share the Form Externally: When new data is submitted, it will automatically trigger the email to be sent.

Who Should Use This Template

This template is suitable for:

• Businesses and teams that want to automatically send notification emails upon new form submissions.
• Marketing teams seeking to improve response efficiency and follow-up timeliness.
• Small to medium-sized businesses needing to simplify customer relationship management processes.

Key Benefits of the Auto Follow-Up Email for New Leads submission Template

• Automation: Automatically sends notification emails upon each new form submission.
• Personalization: Customize email content through the template's GUI, ensuring each email reflects care for the customer.
• Integration: Seamless integration with the Bika.ai platform for efficient customer relationship management.
• Ease of Use: Easily configure and deploy notification emails with simple setup.

Frequently Asked Questions

Q1: Can emails be scheduled for specific dates and times?

A1: Yes, Bika allows you to specify dates and times for email delivery.

Q2: Can I integrate other actions or extensions into this template?

A2: While the template provides basic functionality for sending notification emails, you can explore additional integrations or extensions within the GUI as needed.