Connective

Hub Spotlight Video - Setting up useful automations

How do I edit an automation email?

How to Test Your Campaigns

How to Add Wait Steps After Emails in an Automation

How to turn Automations "Active" or "Inactive" in Digital Marketing Hub (DMH)

Digital Marketing Hub - Automations

Automation: Welcome

Automation: Has an opportunity but did not settle

Automation: Lead nurture from eMag article interaction

Automation: 1 Week Pre-Settlement Checklist

Automation: 1 Month Post-Settlement - send Google Review

Automation: 45 days Post Settlement + Google review

Automation: 4 Month Post-Settlement - Asset Finance

Automation: 1 year post-settlement - anniversary

Automation: Loan Settled & 1 Year follow up

Automation: 2 Year Post Settlement Check-in (Home Loan Health Check)

Automation: Fixed Rate Expiry (90 Days Reminder)

Learn how to import and use the Interest-Only Expiry (90-day reminder) automation to proactively engage clients and trigger internal follow-up.

Automation: Interest-only expiry (90-day reminder)

DMH - Automation templates

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