Creating Text & Email Sequences

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Sequences including Text (SMS) or Email sequences, are automated scheduled sequences of texts or emails.

https://www.youtube.com/watch?v=clG8fqMyXZM

Creating Text Sequences

  • Name your text sequence. Add each step to your text sequence, selecting when you want the sequence step to be sent out, and which text template you want to be used.
    • 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
  • Choose Email Sequences
  • Click on Add Email Sequence
  • Name your email sequence. Add each step to your email sequence, selecting when you want the sequence step to be sent out, and which email template you want to be used.
    • You can add a new email template. Just click on the link View template.
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