To create a new sequence:
On the Sequences page, click the New sequence button.
On the Create a sequence popup, select the From template or From scratch option. If you select the first option, you can choose between the templates from Reply and your team templates (in case you have team templates).
If you have selected the From scratch option, click the Add Sequence Step button to create the first step in your sequence. You can choose between the Email, Call and Task steps, combining them in order that fits best to your workflow.
On this step you will work with the Sequence Wizard.
While creating sequence steps, you can do a variety of operations with them:
- Reorder steps within the sequence using drag-n-drop.
- Clone steps.
- Add and pause A/B variants to the Email steps.
- Set up step delay.
- Delete steps.
After you have created all necessary steps, click Next to select campaign schedule. Here you can select an existing sending schedule or create a new one.
Add contacts to your sequence by clicking the Add People button. On this step you can upload contacts from a .csv file, add existing contacts or create them manually.
On the next step you can set up the sequence settings. It is important to understand Manual and Automatic handling of Call and Task steps as well as Max Daily Prospects Throttling.
The Launch step provides you with overview of the sequence. From here you can Save or Save & Launch the sequence, or jump to any step of the sequence wizard.
Alternatively, you can create a sequence instantly from a template.