Creating Text & Email Sequences

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!

aNinja Templates

aNinja Templates including Text (SMS), Email, or Notes templates are available to easily re-use copy in different situations.

When replying or forwarding an email, if you select a template, it replaces the old communicated messages with the pre-defined text saved in the template.

Create a Text Template

  • On the left sidebar, click on the Automations icon
  • Choose Templates
    • Go ahead and click on the help (?) icon next to Templates. It will redirect you to a short youtube video to get an overview of the templates.
    • aNinja Templates
  • Select the Text tab
  • Choose Add Text Template
  • When typing your text, there’s a counter at the bottom that counts the characters that you’re adding to your text. The SMS industries consider every 160 characters as a segment. If you exceed 160 characters, the segment counter will automatically change to 2.  And you will be billed accordingly.
  • Add an Unsubscribe link 
  • Once you’ve saved your Text Template, you can re-use it on a Lead view, in Text Sequences, or in Triggers

Create an Email Template

Create a Note Template

  • On the left sidebar, click on the Automations icon
  • Choose Templates
  • Select the Note tab
  • Choose Add Note Template
  • Once you’ve saved your Note Template, you can re-use it on a Lead view to speed-up adding Notes.

Some ideas for Note Templates include meeting minutes! 

Have any specific questions on aNinja Templates? Please send an email to our support team at suppot@aninja.com. We will happily assist you!