Create your first sequence
With the sequences tool, you can send a series of targeted, timed email templates to nurture contacts over time. You can also automatically create tasks to remind you to follow up with your contacts.
11 steps
|
2 minutes
1
Click "Automation ", then "Sequences"
2
Click "Create sequence" and select whether you want to start with a template, or from scratch
3
Click the Add toggle button
4
Choose the step you want to start your sequence with.
5
Click the Add toggle button to add the next step
6
Choose the next step. In this example, we're adding a "call task"
7
Click "1 business day" and specify the time delay between steps
8
Name your sequence and click "Settings"
9
Specify the settings from the options in the settings tab
10
Click "Automation"
11
Choose whether you want to unenroll all contacts at a company when one person replies.