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Automate email sequences in your funnel

Set it once, let it run, and keep every lead engaged

Hi John,

When someone completes your funnel, that’s your highest moment of engagement. Whether you want to follow up immediately, wait a few days, or trigger personalized emails based on specific actions, workflows make it easy.

You can build instant follow-ups, reminders, drip emails, and conditional email sequences right inside involve me, no extra tools needed. It’s an easy way to stay top of mind, share helpful resources, and guide users to the next step.

Here's how to set it up

Step 1: Select your trigger

Start with the triggers for your automation, such as when someone submits a form or makes a payment.

Step 2: Add action

Drag in what should happen next. You can easily send different emails based on custom logic and add wait time between steps. With the “Exit” action, you control when users leave the workflow by setting a specific condition.

Step 3: Activate your automation

Once everything is in place, activate your workflow, and it’ll run in the background for each contact matching your criteria.

Step 4: Monitor executions

Use the “View Executions” panel to track progress. You’ll see whether steps are completed, in progress, or have encountered an issue, so you can easily troubleshoot and fine-tune.

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Create your first workflow

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Missing something to make your workflows more useful? Suggest what we should build next here.

Best regards,

Megan

Megan Jensen

Customer Support Manager at involve me

support@involve.me

involve.me

stereosense GmbH, Gußhausstraße 15/8, 1040, Vienna, Austria

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