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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).

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"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: