Yes, you can set up a very simple and easy Automation to email any new Leads that are added to your Optix dashboard.
How to build an Automation to email Leads
Go to Automations:
Click on the Automations tab on the left-hand side of your Optix web dashboard
Click on Add Automation
Configure your Trigger:
Select User added from the Edit Trigger menu
Change the "Only continue if..." filters to these parameters:
Account Type
Is
Lead
Click Continue in the top-right corner
Configure your Action:
Click on Choose an action
Click on Send an email from the action menu
Choose a Subject
Enter the Body of the email
Configure any other relevant settings on this menu, as you see fit
Click Continue in the top-right corner
Completed workflow:
Your completed Automation workflow should look like this:
Adding additional actions:
If you would like to add additional actions after the Send email action, feel free to click on the " + " symbol at the bottom, and choose an additional action to configure.
NOTE: We do not recommend selecting the "Send a message" action, unless you are sure that the source of your Leads is the app itself. The majority of Leads will be generated from tour bookings or your Web Widgets, in which case the "Send an email" action is the best way to reach them.