--- title: How to Create a Won Lead Automation description: This article explains how you can create an automation to be sent to won leads. --- [Skip to content](https://support.pabau.com/en/pabau2/how-to-create-a-won-lead-automation#main-content) [![pabau logo white](https://support.pabau.com/hubfs/pabau%20logo%20white.svg)](https://support.pabau.com/en/pabau2?hsLang=en) Open main navigation Close main navigation - [Get Support](https://pabau.com/support-center/) [Get Support](https://pabau.com/support-center/) Pabau Knowledge Base - There are no suggestions because the search field is empty. 1. [Pabau Knowledge Base](https://support.pabau.com/en/pabau2?hsLang=en) 2. [Marketing](https://support.pabau.com/en/pabau2/marketing?hsLang=en) 3. [Lead Automations](https://support.pabau.com/en/pabau2/marketing?hsLang=en#lead-automations) # How to Create a Won Lead Automation ## This article explains how you can create an automation to be sent to won leads. Implementing lead automation for your clinic ensures that no potential patient inquiry goes unanswered. The Won Leads automation welcomes new patients with a warm and informative message, reinforcing their decision to choose your clinic. #### Step 1: Navigate to Marketing Start by [logging in to your Pabau account](http://app.pabau.com) using your login credentials. Then, navigate to the Marketing tab and click to expand it. This will reveal the "[Automations"](https://app.pabau.com/automations) sub-tab.  ![image-png-May-21-2026-09-07-32-9231-AM](https://support.pabau.com/hs-fs/hubfs/image-png-May-21-2026-09-07-32-9231-AM.png?width=670&height=436&name=image-png-May-21-2026-09-07-32-9231-AM.png) #### Step 2: Create a New Automation Click the "Create Automation" button in the top right corner of the screen to begin setting up your automation. ![image-png-Jan-22-2025-02-52-51-1205-PM (1)](https://support.pabau.com/hs-fs/hubfs/Marketing%20and%20Communications%20article%20category/image-png-Jan-22-2025-02-52-51-1205-PM%20(1).webp?width=670&height=263&name=image-png-Jan-22-2025-02-52-51-1205-PM%20(1).webp) Clicking this button will prompt you to choose a template or create one from scratch. Select the "Start from scratch" option in this case. ![image-png-Jan-22-2025-02-56-09-2679-PM (1)](https://support.pabau.com/hs-fs/hubfs/Marketing%20and%20Communications%20article%20category/image-png-Jan-22-2025-02-56-09-2679-PM%20(1).webp?width=670&height=286&name=image-png-Jan-22-2025-02-56-09-2679-PM%20(1).webp) Next, select the object for which you want to create an automation. In this case, choose the "Lead" option. ![image-png-Jan-22-2025-02-55-23-2645-PM (1)](https://support.pabau.com/hs-fs/hubfs/Marketing%20and%20Communications%20article%20category/image-png-Jan-22-2025-02-55-23-2645-PM%20(1).webp?width=411&height=372&name=image-png-Jan-22-2025-02-55-23-2645-PM%20(1).webp) The next step would be to choose whether you'd like to create an email or SMS automation. In this guide, we'll cover the Email automation.  ![image-png-Jan-22-2025-03-00-27-6866-PM (2)](https://support.pabau.com/hs-fs/hubfs/Marketing%20and%20Communications%20article%20category/image-png-Jan-22-2025-03-00-27-6866-PM%20(2).webp?width=515&height=283&name=image-png-Jan-22-2025-03-00-27-6866-PM%20(2).webp) #### Step 3: Configure Settings In the "Settings" tab, configure the following automation settings: - **Automation Title**: Enter a title for your automation (this is for internal use and will not be visible to leads). - **Email Subject**: Enter the subject line for your automation email (this will be visible to leads). - **When**: Choose how often you want the automation to run. - **Automation Description**: Write short description for your automation ((this is for internal use and will not be visible to leads). If you're setting up a Won lead automation email, make sure to set the automation to run **every 1 hour**, at **\[select preferred time\],** and enable the **"Don't send to the same client more than once"** toggle. ![image-png-Feb-14-2025-09-28-30-7171-AM](https://support.pabau.com/hs-fs/hubfs/Marketing%20and%20Communications%20article%20category/image-png-Feb-14-2025-09-28-30-7171-AM.webp?width=648&height=212&name=image-png-Feb-14-2025-09-28-30-7171-AM.webp) #### Step 4: Filter Audience To filter your audience, navigate to the "Audience" tab. To create a new audience for your leads, click the "Create" button in the center of the page. ![image-png-Jan-22-2025-03-10-06-1153-PM (3)](https://support.pabau.com/hs-fs/hubfs/Marketing%20and%20Communications%20article%20category/image-png-Jan-22-2025-03-10-06-1153-PM%20(3).webp?width=616&height=327&name=image-png-Jan-22-2025-03-10-06-1153-PM%20(3).webp) A pop-up will appear, allowing you to set filters to define your target audience.  To email only leads that have been converted to clients, you can set the following filters under "Show leads that match ALL of these conditions": - Lead Lead status is Won You can also filter leads by lead stage if you have a "Converted" stage created and use these filters: - Lead Lead stage is Converted Note that stages are created within the lead pipeline, and the stage name **does not have to match what we've used** **here**—it can be whatever you choose.  ![image-png-Feb-12-2025-01-27-48-2754-PM](https://support.pabau.com/hs-fs/hubfs/Marketing%20and%20Communications%20article%20category/image-png-Feb-12-2025-01-27-48-2754-PM.webp?width=619&height=351&name=image-png-Feb-12-2025-01-27-48-2754-PM.webp) **NOTE:** To learn more about lead pipelines, review [this article](https://support.pabau.com/en/pabau2/lead-pipelines?hsLang=en). #### Step 5: Customize Email Design To customize your email template, switch to the "Design" tab. At this stage, you can use the components on the right-hand side to build your email template. Here is an example of the email content that you could use for Won Leads. Feel free to adjust it as needed, such as by modifying the text, adding buttons, images, or anything else that reflects your brand and communication style. Subject: Welcome to \[COMPANYNAME\]! We’re Excited to Have You! Hello *\[Client/Lead First Name*\],  It was a pleasure to talk to you. Fantastic news! We’re thrilled to officially welcome you to \[CLINICNAME\]. Your inquiry has been processed, and we are excited to assist you with your needs. Click the link below to learn more about our services and how we can support you. CLICK TO OPEN OUR WEBSITE    If you have any questions or need assistance at any time, don’t hesitate to reach out. We’re here to help. We look forward to working with you! \[COMPANYNAME\] \[COMPANYPHONE\] \[COMPANYSITE\] ![image-png-Feb-13-2025-04-05-57-3553-PM](https://support.pabau.com/hs-fs/hubfs/Marketing%20and%20Communications%20article%20category/image-png-Feb-13-2025-04-05-57-3553-PM.webp?width=517&height=473&name=image-png-Feb-13-2025-04-05-57-3553-PM.webp)     #### Step 6: Review Automation Once you’ve finished customizing the email template, switch to the "Review" tab.  If any steps were skipped, this section will list what needs to be resolved before you can save or activate the automation. If all required steps are completed, you’ll see the message: "You are almost done."  ![image-png-Jan-22-2025-03-36-50-7100-PM (2)](https://support.pabau.com/hs-fs/hubfs/Marketing%20and%20Communications%20article%20category/image-png-Jan-22-2025-03-36-50-7100-PM%20(2).webp?width=652&height=357&name=image-png-Jan-22-2025-03-36-50-7100-PM%20(2).webp) #### Step 7: Activate Automation To activate the automation, click the "Turn On" button. If you prefer to save the template without sending emails, click "Save"— this will store the template in the system without triggering any emails. ![image-png-Jan-22-2025-03-39-46-3191-PM (2)](https://support.pabau.com/hs-fs/hubfs/Marketing%20and%20Communications%20article%20category/image-png-Jan-22-2025-03-39-46-3191-PM%20(2).webp?width=298&height=248&name=image-png-Jan-22-2025-03-39-46-3191-PM%20(2).webp) By following these steps, you'll be able to create a won lead automation in Pabau.  --- For [more guides](https://support.pabau.com/en/pabau2?hsLang=en), refer to related articles below, select additional guides, or use the search bar at the top of the page. These guides will help you get the most out of your Pabau account. Additionally, to help you fully utilize and understand your Pabau account, we recommend exploring additional guides and resources offered at the [Pabau Academy](http://academy.pabau.com/courses). 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