An Email Sequence Campaign is a powerful tool for sending follow-up emails to leads, enabling frequent and strategic contact with users whether it is to share a special offer or to execute a targeted email campaign, email sequencing helps maintain regular communication and engagement with your audience.

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Step 1: Go to the leads module from the left-hand side of the menu.

 

Step 2: Select the leads you want, then go to the More Actions button at the bottom and click on Setup Email Sequence Campaign.

 

After selecting the Setup Email Sequence Campaign, a pop-up screen for setting up the Email Sequence Campaign will appear, allowing you to configure your Email Sequence Campaign.

 

Step 3:  Now you will get two options to set up and Run your Email Sequence Campaign

1. New

2. Select From Template

New

You need to enter the Campaign Name and Click on +Add Touchpoint

 

After clicking on the Add Touchpoint you will be able to set at what time you want your emails to be sent and after how many days, whether you want to count weekends as optional or want to consider them or want your email to be sent Immediately.

 

 

Then you can select the template, also add the template by clicking on the + icon and Run Campaign

 

Note: How to Add a Template is given below after the Select from Template step. You can add more than one Touchpoint per your needs and set timings after how much time from the previous email you want this mail to go.

 

You can Delete the TouchPoint by clicking on the Delete Button.

 

Select from Templates

If you choose the option Select from Template then over here you need to select the template and then enter the campaign name after that, a touchpoint will appear you need to enter all the required details and Run the Campaign. You can also add the template by clicking on the + icon and also delete the Touchpoint if no longer needed.

 

To create/Add the Templates for the Email Sequence Campaign, please follow the steps outlined below.

Step 1: To Add Templates for the Email Sequence Campaign, Click on the profile icon at the right-hand side of the dashboard and then go to personal settings.

 

Step 2: Inside the Personal Settings, Go to the Templates Tab and you will see an option of Email Sequence Campaign.

 

 

Step 3: You can Add a Template by Clicking on the + Add Template Button.

 

Step 4: After Clicking on the + Add Template button a pop-up screen will appear for Add Template. You can Name the Template and Add Touchpoint by clicking on +Add TouchPoint.

 

Step 5: After clicking on +Add Touchpoint the particular fields will be visible where you can enter the details and save the template by clicking on the Save button at the bottom.

 

Step 6: You can Edit and Delete the Existing Templates as per your requirements.

Edit

To Edit the Template you need to click on the pencil icon given.

 

Upon clicking "Edit Template," a pop-up screen will display. After making the desired modifications, click the "Update" button below to apply the changes.

 

Delete 

You can delete the template by clicking on the X icon.

This was all about the Email Sequence Campaign Templates.

 

To check if there are any ongoing Email Sequence Campaigns, Please follow the below Steps. 

Step 1: Go to the three-dot icon at the left-hand side of the menu and go to the Email Sequence Campaign.

 

 

Step 2: After Clicking on the Email sequence campaign you will be redirected to the Email sequence Campaign screen. You can see all the ongoing leads and all other leads on this screen.

 Show Active (will show you all ongoing leads)

 

 

You can also see recipients here and also stop the campaign as per your requirements.

 

 

Show All (Will show all the Campaign whether it's ongoing or has been stopped)

 

 

Step 3: From here also you can Add a Template by clicking on the +Add Template button at the top of the screen and it will redirect you to the Templates tab in personal settings. 

Please follow the above-given steps to Add a Template.