I’m hoping to create an automated email report to send to our sales team containing a list of contacts who have reached a certain lead score. I figured out how to save a search list of contacts who have reached the desired score, and was able to automate that to go out on a certain day, but it doesn’t really have any meaningful information to go along with the names and email addresses. Is there a way to create an automated report that will contain more info, like how the contact has engaged, their phone number, their tags, etc.?
Related topics
Topic | Replies | Views | Activity | |
---|---|---|---|---|
Create lead score and automation based on past purchase data | 1 | 378 | October 28, 2020 | |
Notify contact owner when lead score increases | 1 | 406 | October 17, 2018 | |
Auto add Lead Source | 2 | 375 | September 12, 2018 | |
Scheduling a broadcast email to unopened email contacts | 1 | 283 | August 1, 2023 | |
Track leads across all campaigns? Look at/program historic information on contacts | 0 | 411 | May 17, 2022 |