video1.0<iframe src="https://www.loom.com/embed/e14e29b8ab08465dba8b0e22ac5280f5" frameborder="0" width="1920" height="1440" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>14401920Loomhttps://www.loom.com14401920https://cdn.loom.com/sessions/thumbnails/e14e29b8ab08465dba8b0e22ac5280f5-93e56b07320492e7.gif284.314In this video, I walk you through the process of creating an upsell email using advanced automations. We start by naming the automation and selecting the event that triggers the email, which is when an inspection is confirmed. I emphasize the importance of adding conditions to ensure the email only goes out if certain services are not included in the inspection. I also demonstrate how to customize the email body, including adding attachments and personalizing it with the client's and inspector's information. Please take the time to review the steps and set up your automation accordingly, so we can effectively communicate upsell opportunities to our clients.