Buyer IntelligencePlaybooks


By September 27, 2019November 6th, 2020No Comments


What is SmartSend and How Do You Use it


As a sales rep, you know that one of the biggest challenges you face is getting in contact with your prospect at the right time. SmartSend does all the planning by using A.I. to decide the best time to engage. With SmartSend, your emails are automatically sent to prospects when they’re most likely to open them. Drive engagement and increase your open rate up to 21% by using SmartSend with all your emails.

How It Works

SmartSend analyzes your prospects’ past interactions with emails sent from Playbooks and calculates the time your target will most likely engage with the email. Once you select SmartSend as the method of email delivery, Playbooks automatically sends the email at the determined time. With Smart Send, your emails appear in prospects’ inbox when they are primed to receive them.

How to Send an Email with SmartSend

  1. Open an email step or ad hoc email.
  2. Optionally, edit your message.
  3. Choose SmartSend in the drop-down menu.
  4. Click SEND.
Note: It is not uncommon for emails to be sent outside of business hours; however, SmartSend will never send an email between 1 AM and 5 AM (according to your prospect’s time zone).
Related Article: Agent Email Setup
SmartSent can be set to be the default send method for all your email tasks. Click this message to learn how to enable the Default to SmartSend setting. 

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