This is the sales team's tool for running our automated email nurture campaign (a "drip") for Jib OS leads. You add a company contact, the system emails them a planned series of messages over time, and you can see how each contact responds.
Adding leads
- Add one contact at a time, or paste a whole list — "Name, email" per line, or "Prefix, Name, email" to set a prefix per row.
- Each lead can have an optional name prefix (blank by default) shown before the name in emails — set it to คุณ for a person, or leave blank for a clinic/team name.
- You can start the sequence for everyone immediately, at a date & time you choose.
- Addresses are checked before they're added — obvious typos are caught (with a suggested fix), and addresses whose domain can't receive mail are flagged, so bad contacts don't slip in.
The email sequence
- 5 emails in Thai, sent over 4 weeks — one every 5 business days, on weekdays only (anything landing on Sat–Sun goes out the next Monday).
- The content introduces HDmall Jib OS to the provider/physician and encourages them to get started. (Placeholder copy — final sequence pending.)
When emails actually send
- Emails aren't sent the instant you enroll a lead. An automated job runs about every 30 minutes and sends whatever is due, so a newly-enrolled lead's first email usually goes out within roughly half an hour — not immediately.
- Need one to go right away? Use the Send now button on that email instead of waiting for the next run.
Managing each lead
- Enroll to start, Pause/Resume to hold and continue (the schedule shifts so spacing stays intact), Convert when they sign up, Cancel to stop, Exclude for addresses that should never be contacted, Delete to remove.
- Exclude vs Delete: the daily crawler skips addresses already in this list, so a deleted lead comes back the next time it is found. Excluded leads stay in the list, cannot be enrolled, and are therefore never re-added.
- Filter the list by status: new, active, paused, converted, completed, cancelled, unsubscribed, bounced, complaint.
Tracking results
- Each email shows whether it was delivered, opened, or clicked — hover any label for its meaning.
- "Opened" is approximate (mail apps and security scanners can trigger false opens), so a click is the strongest sign of real interest.
- If an address permanently fails (a bounce) or someone marks the email as spam (a complaint), the tool automatically stops emailing that contact to protect our sender reputation.
Compliance
- Every email has an unsubscribe link; if a contact opts out, this sequence stops automatically.
- The opt-out is also added to our company-wide unsubscribe list, so the contact won't be emailed by our other campaigns either — and it sticks even if the lead is later deleted here.
Slack updates
- The team gets a Slack message for key actions and email outcomes — with the contact's email, the email's subject, and which step it was — so you can follow engagement without opening the tool.