Articles on: Fordeer PDF Invoice

How to create an automation email?

Hello Fordeer Users!

In today's dynamic business world, achieving efficiency is crucial. That's where our Fordeer Invoice App comes into play, offering a powerful automated email feature to streamline your operations.

Let's walk you through the process of creating an automated email:

Steps to Follow:

Navigate to Automation Emails on the sidebar menu.
Select Create new automation.

A pop-up window will appear where you can name your campaign, attach files for your customers, and set the trigger conditions.
Click Create to establish your new campaign.

Once you've created your campaign, you might want to add more personal touches or specific details. To do this, we recommend checking out our helpful articles. They're designed to assist you in fine-tuning your email campaign to perfectly align with your business needs.

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Talk soon!

Updated on: 07/06/2024

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