The beauty of the Boldleads Marketing engine lies in our two-way email system!
The Boldleads two-way email system documents all email correspondence at the lead level. Emails are recorded in the timeline of a lead's profile and can be accessed at any time.
Step 1: Enable the Two-Way Email System
- Log in to your Boldleads Account.
- Navigate to the Settings Tab.
- Scroll down to the Two-Way Email System section.
- Click on the circle underneath Enable.
Where do I Access the Emails?
Anytime a lead responds to a Funnel email or an email sent from a lead profile, the Boldleads System will log their reply in the history screens on a lead's main page. Boldleads users are then able to respond to that email directly from the lead profile view, keeping all communication in one nice, neat central hub.
Step 1: Navigate to a lead's profile.
Step 2: Scroll through the timeline of Emails. To reply, click the Reply button.
Step 3: Each Lead is assigned a unique string email address. This allows the two-way email system to work with every email client (Outlook, Gmail, etc ...) The unique email string will show when a Lead replies to one of your messages.
Note: The Boldleads User will receive a copy of each email in their personal inbox as well.