Sequences: Set Up to Send Automated Follow-Up Emails

Location:  Marketing Automation/Sequences

Overview:   Sequences are dedicated objects that house and tie together your follow-up emails with their corresponding delivery schedule.

For instance, you may want to send a follow up email immediately and send a second follow up email a week later. So you would set up a Sequence that has two emails assigned to it, each with its own scheduling rule that you can define.  

You can then set up a Rule that will add a website visitor to that Sequence based on performing a specific trigger that you define within that Rule.

Rules and Sequences go hand in hand, If you have not already, please review the section on setting up Rules.

How to Create a New Sequence

Located under Marketing Automation/Sequences -> New

Summary:

1. Located under Marketing Automation/Sequences -> Click New
2. Go to the Step 1 and Select Send Email from the Action Menu
3. Decide if you want to duplicate an Email Template, Sequence Email, Broadcast Email, or to create a new Blank Email
4. Once you have selected the Email you want to duplicate, or Click New you are in the Email Editor
5. Create and refine your Email copy. (You can review the  Email  Editor in another Course)
6. Clicking Save and Close from the Email Editor takes you back into the Sequence Editor where you can then set the timing for that Email Step to go out
7. When done with creating all the relevant Emails in your Sequence, Make sure you Sequence is set to Active if you want it to be live
8. Save and Close

Click Next to continue through the next modules on Marketing Automation - Rules and Sequences, or you may jump ahead to a specific topic by visiting the Course Content page for a linked Index.