Following are the step-by-step instructions to set up Live Video Tours.
a. Log in to https://accounts.hyly.app and navigate to the Automation app.
b. Click on the Playbooks drop-down menu and select the Lifecycle Plays page.
c. Go to Touring Automations Section and click Edit on Tour Scheduled Artie.
d. Go to Notify Prospect Artie and click on Live Video Tour.
e. Hover on to the email, and click on Edit.
f. You can now edit the Email Body.
g. You can add, edit, or delete email slices such as Header, Body, and Footer.
h. On the right side panel, you can preview the changes you made and click on Save Changes.
i. Next, it will take you to the Email Header section.
j. You can change the subject of the email, the pre-header of the email, etc.
k. Click on the Update button to ensure the changes are updated.
l. Next, you can send a test email to your email address under the Send a Test section to ensure all the changes you made are reflected in the final email.
m. You need to enter the email address to which the test email will be sent.
n. You can also change the Subject line prefix of the test email.
o. You may add comments.
p. Select the lead info you would like to use and click Send.
q. Finally, go back to the When Then page of the automation and click Save Changes.
