How to send Marketing Audit Report as Email/SMS to your Prospects

Updated 2 min read

Marketing audit reports provide valuable insights to your prospects about their online presence, website performance, and marketing gaps. Now, you can seamlessly send these reports via Email or SMS to engage prospects effectively. 


Please note this is available only at the 'Sub Account Level Prospecting'. To learn more about how you can enable Prospecting tool at Sub Account please refer to this support article.


Follow the steps below to send a marketing audit report.


TABLE OF CONTENTS

Step 1: Navigate to the Prospecting Tool

  • In the Sub Account View, go to Marketing tab.
  • Navigate to the Prospecting Toolfrom the menubar.


Step 2: Select the Prospect

  • Locate the prospect to whom you want to send the report.

  • Click on Share Report

Step 3: Select or Create a Contact to send the report

  • If the prospect is already in your contacts, select them from the list.
  • If not, create a new contact by entering their details (name, email, phone number).

Step 4: Choose Mode of Communication

  • Select Email or SMS to send the Marketing Audit Report to your prospect
  • You can alternatively choose to share the Link of the report to your prospect as well.

  • Choose an email/sms template or customise the message.

  • Ensure the recipient’s email address is correct.



Step 5: Follow-up with the Prospect

  • Once the Email/SMS is sent you will receive a notification
  • You can continue the follow-up in the conversations tab

By sending audit reports through Email and SMS, you can increase engagement and conversions. Start leveraging this feature today to enhance your prospecting efforts!

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