This is a Business Plan feature and for the Pro/Free plan, users will have access to create only 1 sequence. Only the account owners, admins, and users on custom roles with access to sequences can create a sequence.
You can send a series of precisely timed email templates to candidates and contacts over a specified period.
Using sequencing you can either create a sequence of tasks or send a sequence of emails, one by one, to your contacts or candidates or use both simultaneously. The sequence will continue until the recipient responds to any of the emails sent.
Steps to create a sequence
1. Go to Admin Settings > CRM Process Customization > Sequences.
2. Click on "Create Sequence".
3. Select either "Candidates" or "Contacts" as the recipient of the sequence.
4. The next step is to name your sequence and select the task or email step that needs to be executed. You can choose to either select an existing email template or create a new one dedicated to the sequence.
5. Then, specify the number of days and the time when the sequence step should be executed.
It is important to know exactly when an email will be sent in relation to the starting date of the sequence. To calculate this, you can use the following formula:
Send Date = Start Date + Specified No. Of Days (Send Email In)
Here, "Start Date" represents the date when the email sequence was initiated.
"Specified Date" or "Send Email In" is the number of days you have indicated for the email to be sent after the start of the sequence.
The resulting "Send date" is the calculated date on which the email will be sent.
For example- If you start the email sequence on January 1st and specify that the email should be sent in 2 days, the Send Date would be calculated as follows:
Send date= January 1st + 2 days =January 3rd.
In addition, we provide the option to execute email or task steps exclusively on business days. All you need to do is turn on this toggle :
6. When creating an email step, you'll have the option to include an unsubscribe/ opt-out link within each email.
7. Add steps to the sequence as required, up to a maximum of 20 steps, which includes a maximum of 10 email steps and 10 task steps. You can easily rearrange the sequence steps by using the drag-and-drop functionality.
8. Set a specific number of days for each step to execute, with a range of 1 to 250 calendar days or business days.
Tasks can be created on the same day as the sequence initiation by setting the day as "0".
When implementing a task on the 0th day, it's crucial to align the step timing with the previous steps or set it for a later time than the preceding step to ensure a seamless workflow.
9. Refer to this article to know more about how you can enrol and unenroll records from a sequence:
FAQs On Sequencing
What are the time slots/execution times of the sequences?
What are the time slots/execution times of the sequences?
Emails in a sequence are fired in 30-minute slots (e.g. 9:00 AM, 9:30 AM, etc.).
Also, the email's timestamp is based on the timezone set in the user profile who initiated the enrolment.
Here's how a user can check their timezone:
How many prospects can be enrolled in a sequence at a time?
How many prospects can be enrolled in a sequence at a time?
The limit on the number of prospects that can be enrolled in a sequence depends on the number of users in the account.
Each user can enrol up to 500 prospects in a sequence at a time.
Is there any limit on the number of candidates/contacts that a user can enroll in a sequence?
Is there any limit on the number of candidates/contacts that a user can enroll in a sequence?
A user can enrol up to 500 candidates/contacts in either 1 or across multiple sequences at any given point in time.
Once a user reaches the maximum active + paused enrollments i.e. 500, they will not be able to enrol any further records until the active sequence(s) are completed or they manually unenroll some records.
How many steps can you have in a particular sequence?
How many steps can you have in a particular sequence?
You can add up to a maximum of 20 steps, including a maximum of 10 email steps and 10 task steps. You can easily rearrange the sequence steps by using the drag-and-drop functionality.
What happens when a user edits a running sequence?
What happens when a user edits a running sequence?
If someone edits the sequence that is already running, then the changes will apply to only future enrollments.
How many sequences can be created on an account?
How many sequences can be created on an account?
In total, you can add up to 1000 sequences to a business plan account.
However, on the pro plan, you can test the feature with 1 sequence.
When does a prospect get unenrolled from the sequence?
When does a prospect get unenrolled from the sequence?
1. Whenever someone replies to the email sequence, the sequence gets paused for that specific prospect and it gets unenrolled from the sequence.
2. If the candidate/contact chooses to opt out of the email they will get automatically unenrolled.
3. If you manually unenroll them from the sequence.
Can we add a candidate/contact to multiple sequences?
Can we add a candidate/contact to multiple sequences?
No, each candidate/contact can only be a part of a single sequence at a time.
Is there a time gap between each email sent in a sequence?
Is there a time gap between each email sent in a sequence?
Yes, consecutive emails will experience a delay ranging from 3 to 5 seconds. This measure has been implemented to prevent email throttling.
Hope this helped!