Hub Support | Decile Base

A lot of the emails that come preconfigured have automation already enabled inside of them. And what automation allows is that when somebody does an action, they are changed to a particular stage. For example when one of your LPs signs the PACT they are moved to the 'Pact Signed [Hold]' stage.
Email templates are set up for every pipeline, and some of the email templates have automation enabled. Anything that is of a type of URL variable will automatically show up at the bottom of the email template overview in the 'AUTOMATION LINKS' section.
So for example whatever content is replaced for [global.vclab_url] If somebody clicks on it they will be automatically moved to the stage that is selected in the drop-down menu called 'change stage on click' or not if you choose '==Do Nothing=='.
To test things you can:
- 1. Add yourself as a prospect in the pipeline of your choosing
- 2. Then send the email template in which you have set up the email automation.
- 3. Once you receive the email, open it and make sure to open the link from the email in an incognito window.
- 4. Go back to Hub, refresh the screen, and see that the prospect has moved to the stage that you selected it to be automated.

Here is a video tutorial about email automation: https://www.loom.com/share/d651abadc67b4e33a2931213473d3678

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