How to automatically enroll a Contact in Sequence

Combining the power of two great tools of Salesmate - Workflows and Sequences you can auto-enroll a contact or multiple contacts to a sequence using the Workflows. 

To create a workflow :

• Click on Profile Icon
• Setup
• Sales Automation
• Workflow Management
• Click on New Rule

1. Basic Information

• Create a workflow on the "Contact" Module
• Provide a Rule Name
• Give a description if required, then click on Next.

2. Execute On

• Execute the workflow on Create

3. Rule Criteria

• You can also apply specific conditions to your workflow
• Say, where Tags = Enrol_Contact

4. Actions

Under Actions, select "Enrol to Sequence"

Here, now select the Sequence option:

• 'Select Sequence' From all the sequences available inside your account, in which you want to enroll the contacts.
• 'Select Sequence Stage to Start with': You can also select from which stage of the sequence you want to start with.
• 'Enrolled By': Select the Owner from which you want to enrol contact to sequence
• 'From Number': The number from which you want to send Text/SMS.
• 'EXECUTION': You can also select the execution of the sequence accordingly, i.e., Immediate or Scheduled.