There are various places from where the contacts can be enrolled to a sequence.
Contact List Page
Follow the steps mentioned below:
- Go to Contacts Module
- Select the contact you wish to enroll to a sequence by applying proper filters or selecting from a specific view.
- Click on the checkbox beside the name of a specific contact
- Hit on "Enroll to Sequence"
Contact Detail Page
Follow the steps mentioned below:
- Go to Contacts Module
- Click on the contact name you wish to enroll in a sequence
- Click on the "Enroll to Sequence" icon available under the Left Menu Panel
Deal Detail Page
Follow the steps mentioned below:
- Go to Deal Module
- Click on the contact name you wish to enroll in a sequence
- Go to the "Actions" menu - Click on the "Enroll to Sequence"
Gmail Chrome Plugin
Follow the steps mentioned below to enroll contacts using the Gmail chrome plugin:
- Select any contact's email and you will be able to see the particular contact open on the righthand side of the screen
- You can also search the contact using the contacts list view and click on the particular contact.
- Hit on "Enroll to Sequence" from under Actions
Enroll Methods
Once you select the enroll button, the following details will be asked:
- From Email - The email address from which you are sending the email.
- From Number- The phone number from which you will be sending the text.
- Select Sequence- The sequence you wish to enroll a contact to.
- Select Sequence Step to start with
- Date
- Action Button to “Start Sequence” - All the selected contacts will be enqueued to the sequence and you can then start the sequence.
- Action button to “Personalize”- On selecting the personalized option you will witness a screen loading with an option to edit your email and text messages before starting the sequence.
- Action button to Cancel request
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Note:
- You will not get the option of personalization if you have selected more than 50 contacts.
- Sequence count gets reset every midnight UTC.
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