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Your step-by-step guide — send customer conditional
Using airSlate SignNow’s eSignature any business can speed up signature workflows and eSign in real-time, delivering a better experience to customers and employees. send customer conditional in a few simple steps. Our mobile-first apps make working on the go possible, even while offline! Sign documents from anywhere in the world and close deals faster.
Follow the step-by-step guide to send customer conditional:
- Log in to your airSlate SignNow account.
- Locate your document in your folders or upload a new one.
- Open the document and make edits using the Tools menu.
- Drag & drop fillable fields, add text and sign it.
- Add multiple signers using their emails and set the signing order.
- Specify which recipients will get an executed copy.
- Use Advanced Options to limit access to the record and set an expiration date.
- Click Save and Close when completed.
In addition, there are more advanced features available to send customer conditional. Add users to your shared workspace, view teams, and track collaboration. Millions of users across the US and Europe agree that a solution that brings everything together in a single holistic workspace, is exactly what businesses need to keep workflows performing easily. The airSlate SignNow REST API allows you to integrate eSignatures into your application, internet site, CRM or cloud. Try out airSlate SignNow and get faster, smoother and overall more efficient eSignature workflows!
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Send customer conditional
in this video i'll show you how to use conditional logic to send specific emails in a funnel to people with certain tags in other words if they have this tag send this email if they don't have this tag send this other email and so on and so forth so let's get started in the groundhog funnel builder and the first thing we're going to do is create the tags so i like to give people certain profile tags based on specific scenarios so in this case profile client we're going to add that new tag and the other one will be profile prospect anyone that has not yet become a client now that we have those two tags created let's go and start building our funnel we're going to build a start from scratch funnel and let's assume that the benchmark at the top is a tag applied goal so let's say they get this tag they get added to this funnel and the tag let's first let's name our funnels so attend marketing purchase follow-up so let's say they make a purchase and we can follow up so the tag is applied when they purchase something in the store and you would have to add that tag to the product in woocommerce so let's call it uh this is history to end up marketing purchase follow-up start actually let's just go purchased okay so again you'd have to take that tag and add it to any products in the store where you wanted this funnel to to run then what we're going to do is we're going to send an email we're going to create a new one and we're going to call this email to clients i'm not going to edit the email right now just to save time and then the second email is going to be similar to the first one yet worded differently for anyone that is a prospect and we can delete these other steps in the funnel that we don't need so here's how to use the conditional logic to send each of these emails you might want to say change the name of this so the first one is the client email and the second one is the prospect email now i realize that they've just bought something so they may actually be a client so you might have a different type of tag or a client might be somebody who hasn't just purchased a product but is actually a services client so name your tags appropriately and name the emails appropriately so let's go to the first one and then down at the bottom here it says enable conditional logic run if the contact passes any condition any condition means that if you add multiple conditions any one of them if it passes that it will run otherwise skip this step and you can actually jump to a certain spot in the funnel if you needed to if it was a long funnel but in this case let's go if the contact has any of these tags and let's just search for client and there's that tag there okay let's go to the prospect email enable conditional logic same process as any of these tags prospect now alternatively you could say anybody that's that doesn't have a client tag gets the email and that could be everyone so you could say tags has none of these and then just put the client tag in there otherwise skip this step or go to someplace else in the funnel so that's how to use conditional logic to send specific emails or do other steps such as an admin notification or apply a tag or remove a tag or date timers or any of these can have conditional logic for example apply a tag here you can also enable conditional logic to apply a certain tag to people if they pass certain conditions all right that's how to use conditional logic and i hope you enjoyed this video thanks for your time you
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