Create a Sequence – Leadfwd

To create a new Engage Sequence you will to access the Sequence Manager. This can be found by accessing Engage from the toolbar.

From the Sequence Manager page, click on the magic wand icon in the upper right hand corner. This will then prompt you to create a new Sequence and set up the initial variables.

This will then open a new pop up were you will need to define certain variables for the Sequence. These variables include:

Name - The name of the Sequence

Sequence Purpose - What is the purpose for this particular Sequence? Options include:

Inbound
Outbound
Customer Support
Onboarding or Training
Event
Other

Note - Additional purposes can be added by going to the Engage option in Account Settings.

Access - Who has access to the Sequence. Options include:

Shared
Private

When a contact replies - If a reply is detected what would you like to happen to the record that replied as it relates to continuing on in the Sequence. Options include:

End Sequence early for that person
Do nothing

If a DNC reply is detected - If a negative reply is detected through Engage's NLP feature what would you like to happen to that record? Options include:

Do nothing
Set person to unsubscribed
Set person to ended early

If a contact opts-out - If a record clicks on the unsubscribe link in the email what happens to the record. Options include:

End Sequence
End Sequence and set status to unsubscribed

Note - If the option to End Sequence and set status to unsubscribed is chosen there will be two (2) additional options to select with it. These options include:

Set Status as opted-out in CRM
Add recipient to Global Suppression List

Tags - Mark the sequence with additional notes to quickly ascertain what the sequence is accomplishing.

Once you've filled out all the information requested click on the Save Email button at the very bottom. A congratulations message will appear and a new window will then open with your empty sequence ready to be filled with email messages and content.

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