General task description:
Business needs are incredibly dependent on automated actions which decrease average workload and allow employees to focus on only important details. One of the examples of reducing business routine is letting automation rules send certain informational emails to clients at different stages of a CRM journey.
However, due to the complexity of business-client relationships, there is always a certain range of clients who shouldn't receive certain automatic emails while others should. Sometimes it is hard or impossible to teach automation to recognize those clients and avoid sending correspondence to them.
Depending on the unique situation and requirements of every business, solutions may be different. One of the most popular may work for those business workflows which can distinguish "unwanted" email addresses by an email domain name. For example, this is a common situation for businesses that work with direct clients AND agents operating on behalf of direct clients. Sometimes the number of these agents can be enormous but if we can separate them by a defined email domain name, the solution turns in just several hours of business process adjustments.
The Webbee team can help you design and categorize your email automation so certain groups of contacts/companies/email addresses can be controlled with the least of your efforts.
For more features and additional information, please, don't hesitate to contact us: sales@webbee.co.nz
Forbidden email addresses in automation rules
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