Sequences

Purpose: Allow you to quickly automate out communication to prospects. Used to chase info before and after a proposal is raised.

Please note:

  • Email templates cannot be used when sending manual emails via Customers/Jobs

Related guides

Add new sequence

  • Profile icon > Settings > Automation > Sequences > View > Add new sequence > Complete Side panel > Save

Set up a sequence

  • Set up > Screenshot 2023-11-03 165748.png > Add blocks to build the Sequence > Save 

Screenshot 2023-11-03 165439.png

  • Delay blocks
    • Delay > set Delay > Save
  • Communication blocks
    • Email > select Email template from drop-down > Save
    • SMS > select SMS template from drop-down > Save
  • Actions blocks
    • Scheduled activity > complete the side panel > Save
    • Notification > complete the side panel > Save

Activating a Sequence

  • Toggle switch to Green > type CONFIRM > Confirm

Screenshot 2023-11-03 173754.png

 

Send a Sequence

Opportunities > Choose from the Opportunity Pipeline > Add record > Send sequence > Choose sequence template > Send sequence to > Send