New Prospect Nurture Series (by Category)

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Use this opportunity to find out what engages your prospect. You can introduce your company and its products / services, provide valuable content, and collect additional information from your prospect.

Entry Event

Joined Category

Automation Goal

Build a relationship with new prospects

How it works:

  1. The prospect joins a category and is added to the automation.
  2. The first email is sent.
  3. The prospect waits in a pause step for 7 days (or whatever time frame you decide).
  4. The second email is sent.
  5. The prospect waits in a pause step for 7 days (or whatever time frame you decide).
  6. The third email is sent.
  7. The prospect waits in a Stop step.

Prerequisites:

  • 3 Automated API email designs
  • A Category named New Prospects (or whatever name you decide)
  • Determine how you plan to add contacts to the category.  Some options are:
    • Set up your Delivra subscribe form with a hidden category 
    • Import contacts into a category 
    • Assign the category when connecting other products/tools using Zapier

Get Started:

  1. Create a New Prospects category in your account.
  2. Use this template to build the automation in your account.
  3. Design an Automated API email for each Send Email step.
  4. Update the Pause step if you want to use a different time frame between each email that is sent.

Similar Templates:

Pro Tips:

  1. Add as many Send Email and Pause steps as you want.  There is no limit on the number of emails in a series.
  2. Always have a Pause step after each Send Email step to ensure that multiple emails are not immediately sent to your prospects.
  3. Collect your prospects in a Stop step at the end of the automation. This gives you the ability to extend the automation at a later date, if desired.
  4. Still need assistance? Contact our team for help.

Ready to get started?

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