Hello Michelle!  I hope you can help me.  

What we are looking for is a sequence to go to Opps in Crypto Calcs pipelines, in the approving paid stage with the tag Defi Only and the opportunity marked as Won.

Pipeline: Crypto Calculations
Stage: Approving Paid
Tag: Defi Only
Opportunity: Won

Is this possible?

Thank you so much in advance!  

Best,

Jeanne

Hi @CryptoJeanne great question and the answer is yes! 

First, you’ll need to make a new tag that triggers the sequence. You can simply tag any Opp to create it - I’d recommend “Defi Only - email sequence” or something like that.

Then you’ll set up the workflow automation that applies that tag when an Opp meets all the criteria you listed. Go to Settings > Automation > Workflow Automation > Add Workflow.

This is how you’ll set up your Trigger and Action:

Make sure to save and then turn on this workflow automation rule!!

Next, you’ll set up the Email Sequence. Go to Marketing Tools > Sequences > Create new sequence (or you can edit one of your existing ones).

Under Select recipient type, choose “Opportunity tag” and then under Select a segment under the tag you created.

From there you can set up the rest of your email sequence.

Let me know if you have any questions!

You are amazing Michelle, thank you!   Will give it a try!

@CryptoJeanne glad I could help! Let me know if any questions come up while you set that up.

I sure will, thank you so much!

What is this email sequencing? Is this an integrated app, or something within Copper?

Hi there! I have a few questions. I was wondering if the automation tool is only for professional or business plans. I am going to be responsible for sending out email campaigns to prospects and I wanted to know if it was possible to do so through Copper. 

Thanks in advance! 

Georgia