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 “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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