Launching a Text sequence to a single lead

Launching a Text sequence to a single lead can be done from the Lead View.

And the “Active Text sequences” show you the Text sequences this lead is enrolled in.

Overview of Text sequences

To launch a Text sequence in aNinja, you want to follow these steps:

• First, create a Text templates
• Then, create a Text Sequence with at least one step. Choose to send “Immediately” if you want your sequence to launch with no delay.
• Finally, you can choose to either send your sequence to a single lead or in bulk sequence.

Launching Text sequence to a single lead

• First, go to the lead view.
• On the toolbar, click Text Sequence under the Text dropdown

• Or, on the left side of the page, scroll all the way down to find the Active Text Sequences.

• To create a Text sequence, just click on the plus sign (+). As a result, this opens a new Text window in the lead interactions on the same page.

• Go ahead and select a Text sequence.
• To send the sequence, click on start.
• And to cancel it, just click on the recycle bin.

Viewing Active Text sequences for a lead

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