Hi everybody!! Newbie here, sequence question:
Using the Wordpress Opt-In, I have a Thank You Email Sent sequence to new members once they submit their First, Last and Email from the site. That submitted info also has a Tag connected to it because of our large, various client list. I tested with my info, but my name isn’t being pulled up when I search for that tag. Am I missing a step?
Also, I’m assigning an owner to these new members and how do I incorporate that into the sequencing? Will the new owner receive an email/notification that a new person submitted their info in order for him to contact them?
I’m setting up this sequence so my co-worker can manage the contacts once it’s working properly. THANK YOU SO MUCH!!