Create an Email Sequence

Introduction

Email sequences are a series of automated emails sent to contacts based on specific actions or triggers. In the CRM, you can create sequences to nurture leads, follow up with customers, and provide additional information.

Step-by-Step Guide

1. Navigate to Email Sequences:
   • Go to the “Email Sequences” section of your CRM dashboard.
2. Create a New Sequence:
   • Click on “Create New Sequence” to start building your sequence.
3. Name Your Sequence:
   • Give your sequence a descriptive name that reflects its purpose.
4. Add Sequence Emails:
   • Click on “Add Sequence Email” to create the first email in your sequence.

Setting Up an Email

1. Import Template:
   • Import a pre-designed template so you don’t have to start from scratch.
2. Customize Content:
   • Edit the subject line, body content, and other elements of your email.
3. Delay:
   • Set a delay between emails to control the timing of your sequence.
   • VERY IMPORTANT: This delay is based on when your subscriber enters (i.e. starts) the sequence. It is NOT a delay from when the previous email was sent.
4. Conditional Logic (Optional):
   • Use conditional logic to show or hide content based on contact properties or tags.

Saving and Activating Your Sequence

• Click “Save” to save your email sequence.
• Activate the sequence to start sending emails to contacts who meet the trigger conditions.

Triggering the Sequence

• Define the trigger that will initiate the sequence. This could be a form submission, a tag being added to a contact, or other conditions.

Additional Tips

• Use merge tags to personalize your emails with contact information.
• Test your sequences by adding yourself to them to ensure they work as expected.