How would I set up a custom sequence per individual but based on a template/workflow?
Hello Zoho community. I run an events business and we often send out emails to people after a trade show or other event. We have a cadence we like to use (linkedin profile view, linked in connection request, email, email, phone, email, done) .
I like to make personalized emails for each of these people. I will generally find their linkedin, write the emails, put them into a spreadsheet, and then track them that way. But I was hoping that Zoho had a way for me to template this workflow and then prompt me with a task to do the scheduled action.
I see the Cadence studio but it seems like each email needs to be the same for every person you send it to.
Hubspot has this ability by setting an email to "Manual approval" which means you can edit the content before it sends to the user.
Thanks so much!
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