By creating an “indoctrination” email sequence, you can help new users get to know your company, what you're about, what they can expect and what they should do next. This series is not a sales pitch, but a campaign to introduce and begin building a relationship with the customer.

Step 1 of 2

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  • Email Setup

    The following section is all about setting up your email sending details for the indoctrination series only.
  • Please indicate if you'd like your emails to come from a person or company. We also recommend that they come from a person.
  • We recommend an actual person's email address. If that's not your preference, try something like hello@ or info@.
  • Please upload one or more .csv files containing your existing email database(s) that should receive the indoctrination series.
    Accepted file types: csv.
  • In Infusionsoft, we use tags to segment your list based on how they got onto the list. Please provide any number of tags that you would like your list to have applied. If you have multiple lists with unique tags, just let us know. Once we receive your lists, you'll get a chance to review and approve before we import them.