Active email or text sequences of a lead show you the sequences this lead is enrolled in.
Overview of email or text sequences
To launch a text or email sequence in aNinja, you want to follow these steps:
- First, create emails or text templates
- Then, create an email to text Sequence with at least one step. Choose to send after a delay of zero days if you want your sequence to launch immediately.
- Afterwards, you can choose to either send your sequence to a single lead or in bulk sequence.
- In this article, we show you how to send your sequences to a single lead and how to view the active sequences this lead is enrolled in.
Launching a sequence to a lead
- Go to the lead view
- Then, on the left side of the page, scroll all the way down to find the Active Email Sequences / Active Text Sequences.
- To create an email/text sequence, just click on the plus sign (+). As a result, this will open a new email/text window in the lead interactions on the same page.
- Go ahead and select an email or text sequence.
- To send the sequence, click on start.
- To cancel it, just click on the recycle bin.
Viewing Active Email / Text sequences for a lead
- Go to the lead view
- On the left side of the page, scroll down to find the Active Email Sequences or Active Text Sequences. Here, you can see all the email/text sequences sent to this lead.
- Thereafter, to see details of the sequences in which this lead is enrolled and the steps reached, just click on “Show previous“.