Automate Your Networking with Welcome Emails
Streamline your lead follow-up process by automating the sending of welcome emails. This guide shows you how to configure your digital business card to instantly send a personalized introductory message to every new contact who exchanges information with you.
How Automated Welcome Emails Work
The automated welcome email system is directly integrated with your digital business card's Lead Capture form. When a new contact views your card, chooses to 'Exchange Info,' and submits their details, the platform automatically sends a pre-written email to the address they provide.
Setting Up Your Automated Welcome Email
Follow these steps to configure your digital business card's automated welcome email:
Step 1: Access Welcome Email Settings
- Open your digital business card in the Card Editor.
- Navigate to and click on Lead Capture settings to open the 'Lead Capture & Welcome Email' window.
- Scroll down through the form field settings until you find the Welcome Email section.
Step 2: Enable and Draft Your Welcome Email
- Enable Automation: Toggle the switch labeled 'Send welcome email after submission' to the ON position.
- Set the Subject Line: Compose a clear and engaging subject line, such as "Great meeting you today!" or "Following Up - [Your Name]".
- Configure Reply-To Address: Enter the email address where you want to receive replies. This is critical for ensuring that responses from your new contacts reach your personal or work inbox directly.
- Write the Email Body: Use the provided text area to craft your message. Keep it concise, professional, and friendly. Consider including a link to your booking page or a brief reminder of your business's value proposition.
Step 3: Save Your Settings
After drafting your email, click the Done button located in the bottom right corner of the window to save your configuration. Your digital business card is now set up for automated welcome emails.
Best Practice: Test Your Automation
Before actively networking, it's highly recommended to test your automation:
- Open your live public card link (e.g., on your phone or in an incognito browser window).
- Fill out the 'Exchange Info' form using a secondary email address that you own.
- Verify that the welcome email arrives in your secondary inbox exactly as you intended, checking for correct content, formatting, and sender details.