Email Automation
Automate multi-step email campaigns with personalized templates and engagement tracking.
Features
Campaign Builder
- Multi-step email sequences (up to 10 emails)
- Custom delays between emails
- A/B testing for subject lines
Personalization
- Dynamic fields (name, company, industry, etc.)
- Custom variables from Cortex data
- Conditional content based on lead attributes
Engagement Tracking
- Track opens, clicks, and replies
- Stop sequences when prospect replies
- Re-engage cold leads automatically
How to Use
- Navigate to Sales Assistant → Email
- Select contacts from your Cortex
- Choose or create email template
- Configure sequence:
- Set number of emails
- Define delays (e.g., wait 3 days between emails)
- Add personalization
- Launch campaign
Email Sequence Example
Step 1 (Day 0): Introduction
- Subject: "Quick question about [Company]"
- Body: Brief intro + value prop
Step 2 (Day 3): Value add
- Subject: "Resource for [Pain Point]"
- Body: Share relevant case study or resource
Step 3 (Day 7): Social proof
- Subject: "How [Similar Company] solved [Problem]"
- Body: Customer success story
Step 4 (Day 14): Break-up email
- Subject: "Should I close your file?"
- Body: Final attempt to engage
Template Variables
Available dynamic fields:
{{first_name}}— Contact first name{{company_name}}— Company name{{industry}}— Company industry{{location}}— Company location{{custom_field}}— Any custom field from Cortex
Best Practices
- Keep emails short (under 200 words)
- Focus on value, not features
- Use clear CTAs (call to action)
- Test subject lines — open rates matter
- Review reply rates weekly and adjust messaging