Creating Text & Email Sequences

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Creating Text & Email Sequences allows the automation of scheduled sequences of texts or emails.

Creating Text Sequences

    • Go ahead and click on the help (?) icon next to Sequences. It will redirect you to a short youtube video to get an overview of the sequences.

Creating Text & Email Sequences

  • Here, click on Add Text Sequence

  • Give a name to your text sequence.
  • And add each step to your text sequence:
    • Select when you want the sequence step to be sent out:
      • If you want to send out the step as soon as you launch the sequence, choose “Immediate”. This fires the step within the acceptable text time window that’s set in Global Settings.
      • If you want to send out the step with disregard to the acceptable text time window, choose “Immediate (skip global settings validations). This fires your step immediately.
      • Otherwise, define the number of days after which you want the step to be sent out.
    • And choose which text template you want to use.
  • Lastly, you can add a new text template. Just click on the link View template.

Creating Email Sequences

  • On the left sidebar, click on Automations > Sequences
    • Go ahead and click on the help (?) icon next to Sequences. It will redirect you to a short youtube video to get an overview of the sequences.
  • Then, click on Add Email Sequence
  • Give a name to your email sequence.
  • And add each step to your email sequence:
    • Select when you want the sequence step to be sent out:
      • If you want to send out the step as soon as you launch the sequence, choose to send after a delay of 0 days from launch.
      • Otherwise, define the number of days after which you want the step to be sent out.
    • And choose which email template you want to use.
  • Lastly, you can add a new email template. Just click on the link View template.

 

So, creating text & email sequences allows you to use them in your triggers to target your leads and turn them into clients!

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