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Understanding Workflow Templates

Workflow templates are pre-configured email sequences for lead follow-up. The quote follow-up workflow includes 7 email templates designed for optimal conversion rates.

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What’s Included

Each email template includes:
  • Subject Line: Pre-written subject optimized for engagement
  • Message Body: Professional content designed for conversions
  • Timing: Optimized sending intervals (immediate to 30 days)
  • Shortcodes: Automatic insertion of quote and lead details

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Template Sequence

The 7-step sequence includes:
  1. Welcome email (immediate)
  2. 3-day follow-up
  3. 7-day reminder
  4. 14-day check-in
  5. 21-day final offer
  6. 28-day last chance
  7. 30-day archive notice

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Using Shortcodes

Templates include shortcodes that automatically insert your data:
  • {{lead.full_name}}: The lead’s full name
  • {{quote.amount}}: The quote amount
  • {{quote.event_start_date}}: The date of the first event
  • {{company.name}}: Your company name
Learn more about shortcodes.

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How Templates Work

Templates are pre-configured and automatically activated when you:
  1. Send a quote with “Enroll in workflow” enabled
  2. The system sends emails according to the preset schedule
  3. Each email uses the appropriate template for that step
No customization required - templates are ready to use.