Sequences are a series of emails that you can set up to automatically deliver them to your customers at a fixed interval. Setting up email sequences helps in creating value and building strong customer relationships.
- Go to the Sales dashboard.
- Click on the three dots (...) right next to Calendar.
- From the drop-down menu, select Sequences.
- In the upper right corner of the page, click Create Sequence.
- Under the Content section, you can define when you want to send your emails and the content of the emails.
Delay Sending By: defines the timeline of the sequence of your emails. You can even add certain conditions for sending an email.
Email Subject: Write a compelling subject line to increase your open rate
Preview Text: Text that will display on their notification screen
Email Content: Body of the email
Attach Files: If you want to send any files along with the email
You can even personalize every section of your email. If you have any saved email templates, you can use that by selecting from the drop-down arrow right next to Email Template in the Email Content section.
6. Once all the information has been added, you can Preview your email before sending it.
7. Under Settings, you will see the conditions you have created for sending emails.
8. Press Save.
Actions on Sequences:
Edit: To edit the sequence, please click the 3 dots to the right of the sequence and select Edit
Delete: To delete the sequence, please click the 3 dots to the right of the sequence and select Delete
Download Reports: To download reports of a sequence, please click the 3 dots to the right of the sequence and select Download Reports.
Note: The reports will be sent to the admin user of the account.
Activities: To view all the activities that are performed on the sequence, please click the 3 dots to the right of the sequence and select Activities
Changing the Sequence view:
Using the Actions Menu on the top right you can select the columns that you want to display on the sequence view. To do that, please click on the Actions Menu and select Edit Columns, from the left pane, select columns that you want to display on the sequence view and from the right pane drag and drop the position of the columns as per your preference and click Submit.
EngageBay's Sequences help you to enforce best practices by introducing a set of consecutive activities for sellers to follow during the course of their day. You can connect sequences to leads and opportunities that appear in a seller's work queue, to help sellers prioritize activities to focus on selling, be more productive, and better align to business processes.