Add to Sequence Follow

This step enrolls contacts to a specific sequence.

How to use "Add to Sequence" Action?

This action is helpful in enrolling contacts to Sequence when we want to send them a set of emails for a sales followup.

• Let's drag-drop the Add to Sequence action step on the journey's canvas.

• Click on Sequence step to configure the following options
  • Select Sequence: Select the sequence that you wish to add to the Journey
  • Select Sequence Stage to Start With: Select the step from where the Sequence should start
  • Enrolled By: The user whose name and email will be used to send sequence emails
  • From Email: Choose if you want to use user's configured email account or Salemate service for sending emails
  • From Phone: If the Sequence Stage includes sending out Text the you would need to choose the phone number for sending text based sequences.
• Hit Save

Note: Sequences enrolled via this automation step execute as an immediate enrollment. If you want to run the first step after a few days of the last action, you can consider using Delay Action.

Use Case

• Let's enroll the primary contact of the deal to a follow-up sequence once the deal's stage reaches to "Proposal Presented" stage. Here we have chosen a trigger for Deal stage change and then enrolled associated contact to Sequence for automatic follow-ups.

FAQs

Which record gets enrolled when Deal's record triggers the automation journey?

• Deal's primary contact gets enrolled in the sequence.

Which record gets enrolled when Company's record triggers the automation journey?

• All associated contacts related to the Company get enrolled in the sequence. Please use this step very carefully while working with company records.