The Enroll to Sequence Action allows you to automatically enroll a contact or deal into a predefined sequence of emails, texts, or tasks as part of a Smart Flow.
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How to Configure Enroll to Sequence Action
- When setting up a Smart Flow, select the Enroll to Sequence action.
When setting up the Enroll to Sequence Action, you will need to configure the following details:
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Name: Provide a clear and descriptive name to identify the action's purpose.
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Description: Give a brief explanation of the action's function, describing what it will achieve.
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Select Record(s) to Enroll: Determine which records will be enrolled in the sequence. You can either select the contact associated with the flow trigger or manually choose specific records.
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Related Record: Specify any related record to associate with the sequence.
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Sequence: Choose the designated sequence that the record will follow.
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Enrolled by: Select the user whose Name and Email address will be used to send the Sequence.
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From Email: Select the email address that will be used for sending communications within the sequence.
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From Phone: Choose the phone number to be used for sending text, if the User has been assigned multiple numbers.
- Once the configuration is completed, hit Save.
Practical Example
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