Lesson Progress:

In this lesson, you will learn how to automate follow-ups and reminders with Sprout Assistant in Sprout Studio.

To open Sprout Assistant: 

  1. Click “Settings” in the top right corner. 
  2. Click “Assistant” on the left side menu. 

To edit Sprout Assistant emails:

  1. Click into each section to see the assistant emails. 
  2. Click the “Edit” button next to each item to open the email. 
  3. Set your reminders at the top of the email module. 
  4. Edit your subject line.
  5. Create the email message. 
  6.  Insert any of the available variables (displayed at the bottom of the modal – such as [[payment_amount]] in the case of an invoice reminder) to automatically populate the applicable information for that lead or shoot when sending the email.
  7. To change the hero image, click the “Edit” button in the right corner. 
  8. Click the “Settings” button in the top right corner of the module to open the settings menu. 
  9. Click “Live” to turn on the Sprout Assistant email. 
  10. Click “Save Template” to complete the changes. 

Check out these help docs related to Sprout Assistant in Sprout Studio: