Custom Email Autoresponder Sequence w/ Tagging, Form-Triggered
J
Jacob Portock
Echoing many of the suggestions I'm seeing below, I would like to see FMG Suites implement a way to automatically begin a customized email sequence when a prospect submits information through a sign-up form. I would also like to see custom tag groups be able to be assigned to specific sign-up forms, so that we can automatically see which prospects came from which forms
Example: If Prospect A submits Name and Email address through Sign-Up Form 1 to get Guide X, they would automatically be enrolled in a 10-email sequence and tagged in CRM as "FMG Website Lead Sign-Up 1 Guide X" or something.
I would also like to see the ability to automatically assign tag-groups when certain criteria are met. In the above example, if Prospect A reaches the end of the email sequence without engaging or setting an appointment, being able to add "General Email List" or something at the end of the sequence.
These are features that many other email marketing software vendors offer, such as Constant Contact, Mail Chimp, and Drip, however, due to broker/dealer compliance restrictions these vendors remain unavailable.