Sequences are a series of touch points built to drive deeper engagement with your prospect. They are your guide to ensure the right sales activities are conducted and communications sent to build your sales pipeline and close deals.
Note: The ability to create sequences is available if your admin has granted you permission through the governance profile settings.
Creating a Sequence
- To build your own sequence, click the book icon on the left-hand navigation page and select sequences. If your navigation bar is expanded, click on the paper airplane icon.
- Select +sequence in the upper right hand corner. Here you can decide whether you want to create a blueprint, clone an existing sequence, or create a new sequence. For this example, we will create a new sequence from scratch.
- Give your sequence a name that describes the purpose of the sequence and matches your organization's naming conventions. Decide if you'd like to add steps by day interval or steps by exact date/time. Click the "create" button.
From this overview page you can construct your sequence with individual steps to match your sales process. Keep in mind that for most sales teams, it takes an average of 8 touch points to receive a response from a prospect, so we recommend a minimum of 5 steps to accomplish this.
Add a step by clicking the blue “add” button in the center of the page or in the top right-hand corner. You have a few different step types you can choose from: Automatic emails, manual emails, call tasks, and action items.
If you insert a template, you’ll be prompted to clone or link your template. Choose clone if you’d like to make a duplicate copy that you can edit as you’d like. Choose link if you’d like to always use the specific email template moving forward and reflect any changes you make to that template in the future.
Continue this process until you have all the steps you want for the sequence. Once finished, activate the sequence by enabling the master switch on the top left hand corner of the page.