Email sequences are a fantastic way to automate follow up communications with your leads or contacts. They can be triggered based on a custom field changing from "something" to "another", when a webform is completed OR even when the data capture tool is used to add a prospect.
To create an email sequence click:
Marketing tools from the main menu >> Email Tools and Templates >> Sequences>> Create New
Choose a trigger:
- When a drop down field is updated from one to another
- When an inbound lead is received
- When a lead is manually added
- When a lead is added via the Sanity OS Data Capture Plugin
Note: When creating a sequence to trigger based on when a lead is manually created do not use the immediately option. Leads are created immediately due to the auto-save feature built-into Sanity OS. Using Immediately for the trigger will attempt to send the email before you've even had a chance to add the email address. Add a delay to send it within 10 minutes of creation.
You can now begin to add your first email, this will be the message that is sent based on the conditions you have selected - See the example below:
Once you've finished composing your first message, click Save and add another step.
Adding another step lets you automate a follow up message to the recipient, you can schedule how long after the first message it is sent and add as many sequences as you like.
TIP: Sequential Emails that are sent to recipients will be displayed in the lead/contacts activity time line. To remove them from a sequence simply click the option in the time line.
To access the reports of a particular sequence and its associated steps:
Navigate to the Sequences home page and click options, then reports on the sequence you wish to inspect the insights of.
Here you'll be able to view/filter the engagement of your email sequences and their associated steps (by clicking the tabs at the top to switch between reports for each step).
Pause: You may pause a sequence at anytime by clicking options, pause and clicking restart to resume. recipients will continue to receive emails once you resume a sequence.
Delete: Deleting a sequence is straight forward and accessible through the options button located at the Sequences home. Deleting a sequence is irreversible so choose choose the option wisely.
NOTE: These emails are sent using the default settings of your account (unless a specified address has been added to a Database using the advanced options).