Active email or text Sequences

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Active email or text sequences of a lead show you the sequences this lead is enrolled in.

Overview of email or text sequences

To launch a text or email sequence in aNinja, you want to follow these steps:

  • First, create emails or text templates
  • Then, create an email to text Sequence with at least one step. Choose to send after a delay of zero days if you want your sequence to launch immediately.
  • Afterwards, you can choose to either send your sequence to a single lead or in bulk sequence.
  • In this article, we show you how to send your sequences to a single lead and how to view the active sequences this lead is enrolled in.

Launching a sequence to a lead

  • Go to the lead view
  • Then, on the left side of the page, scroll all the way down to find the Active Email Sequences / Active Text Sequences.

  • To create an email/text sequence, just click on the plus sign (+). As a result, this will open a new email/text window in the lead interactions on the same page.

  • Go ahead and select an email or text sequence.
  • To send the sequence, click on start.
  • To cancel it, just click on the recycle bin.

Viewing Active Email / Text sequences for a lead

  • Go to the lead view
  • On the left side of the page, scroll down to find the Active Email Sequences or Active Text Sequences. Here, you can see all the email/text sequences sent to this lead.
  • Thereafter, to see details of the sequences in which this lead is enrolled and the steps reached, just click on “Show previous“.

Active email or text Sequences

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