These are optional automated emails that can be sent after the email auto-response when a PREScore™ assessment is completed. Note: to have the workflow automatically send you will need to enable it.
Once enabled you have the option on who to send the follow-up emails to:
1. New Contact: Any new contact not already in your portal that completes PREScore™ via your personal link or embed code.
2. Any Contact without PREScore™: Any existing contact that has not yet completed a PREScore™ assessment.
3. Any Contact: This is any contact already in your portal that could have an existing PREScore™ or has taken for the first time.
For both follow-up emails you can select from 4 email templates that are completely customizable and 7-time frames from which to send.
Email Templates:
1. Book Appointment: This requires you to have a link available in the Calendar Booking Link field. Usually, this will link to an About Us page on your website, or booking link for your calendar.
The Calendar Booking Link field can be found within the Advisor Profile, by going to "My profile" at the top right corner, and then into the Advisor Information section.
2. Get Your Value Builder Score: This will provide a CTA inviting the contact to get their Value Builder Score.
3. PREScore™ eBook: This option would only be used if you chose to provide nothing to a contact upon completing their PREScore™. This will provide them access to the eBook The Exit Checklist: A 5-Step Personal Action Plan For A Happy (And Lucrative) Exit From Your Business.
4. Value Builder System Education: Provides a sample chapter of John Warrillow's best selling book Built to Sell.
Should you want a second email added to your workflow, you will need to enable and select both the email template you wish to send and the time frame following email 1 for when it will be sent.
Note: You will need to ensure any and all changes made to PREScore™ Settings are saved.