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Can I Send Different Emails Based on the Lead Source?

Yes. By choosing "Source" as a condition for an email template's trigger options, you can send different email templates in response to different types of lead sources (e.g. PPC versus organic).


"Source" is an available email trigger condition for the following types of email templates (for both the customer and your company):

  • Quote
  • Offers
  • Referrals
  • Reviews
  • Contact
  • Service Requests

So, for example, you could create one email template to send to leads from organic quote requests and a totally different email template to send to quote leads coming from paid search campaigns. You could do the same for your company emails, too. All would be done by setting a "Source" condition on the relevant customer and company email templates.

For more detailed information, please refer to these resources: