Increase conversion rate with automations

Boost your marketing efficiency and drive conversions with personalized email sequences using our automation feature, streamlining efforts to effectively nurture leads into loyal investors.

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What are automations on CFP?

Automations on Cash Flow Portal are an automated marketing strategy that sends targeted, pre-written messages to prospects over time to nurture leads and guide them toward specific actions. Setting up your automation is simple—just add triggers and actions, configure email templates, and select your audience.

Start manually or schedule your automation

Start your automation either manually for immediate launch or schedule it to start at a specific time. Manual activation allows for instant deployment, ideal for urgent promotions, while scheduling enables strategic planning and timing before launching your automation.

Trigger automation through lead capture form

Deploy your automation by setting the lead capture form as the trigger. Once a lead submits the form, your personalized email sequence will begin automatically, ensuring timely and targeted communication with your prospects.

Assign tags to your automation recipients

Streamline CRM organization by automating contact tags assignments within your automation. As recipients move through specific automation stages, they will be automatically tagged.

Chain your automations

Utilize our chaining feature to sequence multiple automations. By setting entering a different automation as an action, you can create a chained automation. When this action is triggered, recipients transition to the next automation sequence, ensuring continuous engagement.