Sequences 101 | Run sample sequences to settle in¶
2 min read - updated few hours ago
The goal is to complete full cycle of engaging a prospect, starting from setting up the sequences.
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Go to the Sequences tab.
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Find sequences “Sample to be run - Auto step” and “Sample to be run - Manual step”
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Clone them.
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Add recipients to the sequences. Use template recipients.
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Activate the sequences.
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Handle interactions, the replies from recipients and engage them.
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After engagement is done, archive the sequences.
End.
Sequence name: “Sample to be run - Auto step”¶
1 step, 1 day long
Step 1, Day 1 - automatic new email thread¶
Subject: Welcome to Engage - Automatic email
Hello {{Title}} {{First Name}} {{Last Name}} from {{Company}},
We got an offer you can't miss out on. Here are the details...
{{Auto inserted Signature}}
Sequence name: “Sample to be run - Manual step”¶
1 step, 1 day long
Step 1, Day 1 - automatic new email thread¶
Subject: Welcome to Engage - Manually edited email
Hello {{Title}} {{First Name}} {{Last Name}} from {{Company}},
We got an offer you can't miss out on. Here are the details...
{{Auto inserted Signature}}