Build a sequence

Start from a scenario (recommended)#

1. Sequences → Start from a scenario.
2. Pick a flow, click Preview, then Create from this scenario. The templates and the sequence are created together.
3. The sequence starts out Paused. Click each step's template name to adapt the wording, then click Activate sequence.

Available scenarios:

• Lead follow-up: four touches over two weeks after a trade show or web inquiry, starting with a same-day thank-you.
• Quote follow-up: three touches to confirm the quote, take questions and remind them of the expiry date.
• New customer onboarding: three touches from the thank-you after signing to a satisfaction check two weeks later.
• Win back inactive customers: three touches with an update, a LINE message and a special offer.

Start from scratch#

1. Click New sequence and enter the sequence name and a description.
2. Use Add step to set the Channel, template and wait time for each step. The first step waits from enrollment; later steps wait from the previous step, in days and hours. Zero days and zero hours sends right away.
3. For LINE steps, choose an email template under If LINE fails so contacts without LINE still get an email (Add LINE steps to a sequence).
4. Reorder steps with the up and down arrows. A sequence can have up to 10 steps.
5. Save, then click Activate sequence. Nothing is sent while it is paused.

Edit, pause or delete while running#

• Edits made while contacts are in the sequence apply from each contact's next step.
• Pause sequence stops sending to everyone.
• Deleting a sequence removes every contact still in it.