Automation Entry Points allow you to send any contact to any automation.
Let's say you called a lead and they said to you, "I am not ready to sell for 6 Months."
You may want to create an Automation called "Leads that are 6 months out." In this automation, you want to include a few text messages and emails to start sending to your prospects. But you only want those messages to start 3 months from now.
Why 3 months?
A good rule of thumb is to reach out at the midway point of what your prospect told you, or even sooner. This is possible with Automation Entry Points.
Step 1: Create your Automation or use an existing Automation
Step 2: Add an Entry Point
Step 3: Send leads to the new Entry Point. You can do this from the contact details page or the main contacts page.
Do you wish this feature could do something more?
Email me your idea at [email protected]. I respond to every email.