Choosing the Correct Email Type to Send in a Sequence
Apollo allows you to send 2 types of emails - Manual and Automatic - but which one should you choose, and what's the difference?
A manual email is something you would use when you want to have complete control over exactly what is being said, and you want to review each email you send personally. In choosing to send a manual email you are setting yourself (or a teammate) a task.
Manual emails do not send out automatically, but instead become a task that shows up for you to review:
When the task is due it will appear there for you to manually review, edit, and send out.
Keep in mind that when a manual email task is set for someone, they will not progress to the next step in the sequence until after the email is sent or the task is skipped.
This is really useful for sequences with very few people in them, as manually sending out hundreds of emails in a large sequence isn't really feasible. In addition, this can be perfect for the last steps in an important sequence, when you need to really tailor your message and language to the specific customer.
Automatic emails are your bread and butter, the vast majority of the emails you send in Apollo will be automatic. These send out without you having to review them, based on how you set up the sequence that they are in.
While they can never be quite as personalized as a manual email that you personally review and tweak to perfectly fit the person you're sending it to - you can still do a lot to personalize these auto emails.
The easiest way to decide between the two would be to ask yourself if you want to personally review and send an email to every person who you send through a sequence. If you are only sending a handful of people at a time through a sequence then a manual email might be a good idea. But if you have a sequence that will be sending hundreds of emails at a time then you will always want this to be automatic.