Sequence Steps

Salesmate supports different type of sequence steps to engage with customers. You can select automatic or manual steps based on the level of control needed.

Auto Email

Auto email step helps you to reach to your customers automatically over a pre-defined time interval.

E.g., you need to followup a customer on day 1, 3 and 5. You can simply create auto email steps with pre-populated templates and enroll a customer to it. Salesmate sequence will auto-send those emails to the customer without any manual intervention until any response is collected.

Manual Email

Manual email step allows you to verify and personalize each email before sending out. When a manual email step is added to the sequence, then an email gets generated in draft mode and it appears inside sequence's schedule screen.  

The contact reached to this step will not move to another step unless this manual email is verified and sent.

Activity as Action

Activity as an action step generates activity for the user and waits for that activity to get completed before sequence moves to the next step. 

E.g., You can create a "Call" step as action inside the sequence. When the sequence reaches this step, an activity will be generated to call the customer and assigned to the user. Once the user calls the customer and finishes that activity then sequence will move to the next step.

Activity as Reminder

Activity as a reminder step generates activity for the user but doesn't wait for that activity to gets finished. It is simply a reminder that you are supposed to look into this contact's touchpoints or collect some data for a personalized reach.

E.g, you can use an activity reminder step for yourself to find the customer's twitter profile and send a personalized DM.

Auto Text

Auto text step helps you to reach to your customers automatically over a pre-defined time interval using text messages.

E.g., you need to followup a customer on day 7 and 9 using text message if you are not getting any reply over the email. You can simply create an auto text step with pre-populated templates. Salesmate sequence will send a text message to the customer without any manual intervention until any response is collected.

Similar to auto email, auto text step helps you to reach to your customers automatically based on selected time intervals using Text message.

Manual Text

Manual text step generates a Text message and drafts it. User can view pending Text messages inside the sequence schedule screen and can edit or directly send it. The contact reached to this step will not move to another step unless this manual text is verified and sent.