Sequences allow you to target specific groups of customers that represent growth potential with Actions like messaging or tagging based on criteria you set.

To choose which customers get targeted, you'll specify 3 things:

The 3 parts are:

So, for example,

When creating a new sequence from Scratch (click Marketing > Sequences > click the dropdown menu to the right > Sequence from Scratch).

You'll notice the Trigger and Counter Conditions are set on the first page. The Action will be set on the next page.

Actions are added by using the 'Add Step' button, allowing you to map out what happens next.

The Sequence builder allows you to view how the Triggers and Actions you've chosen relate to one another and work together. This makes it easy to set up conditional logic, where you control the conditions for when actions occur.

After adding your initial Trigger, you'll see that the Add Step button gives you two options to add an Action: Adding the Action straight away, or adding a Condition for if that Action will occur. Conditions allow you to "fork" your logic into separate actions based on true or false conditions.

You're options for conditions will change depending on which trigger you chose.

For example, the condition options for a Class Signup trigger are:

This condition ensures the Action you'll choose next only occurs when the condition is met. Conditions are optional but worth considering for extra control.

Below, we've chosen a condition of 4 class bookings. We can now choose what happens if this condition is met (True) and, optionally, we can also choose what happens if the condition is not met (False). Use the plus symbols to add steps.

The 'Add Step' plus symbol pulls up an Actions Menu which allows you to choose from:

As you're building out your sequences you may need to take a step back to view the sequence as a whole.

The four buttons in the bottom left allow you to:

Actions can be one of the following. They can involve messaging customers, assigning tasks to staff, tagging/removing tags from customers, and creating or updating leads (users who represent new growth for your business).

From Marketing > Sequences > click this dropdown menu in the top right > then Folder from Template.

Each template contains a description of what its intended to do. Here are just a few. Name the folder and select a template that works for you > then click Create.

Note that each of these will contain several sequences which have their own respective triggers, counter conditions and actions. They'll be inactive to start and you'll have the option to edit each one (or remove it entirely) before activating it.

On the following page, read through each sequence and update any generic messaging so that it fits your business.

Click the dropdown menu to the right of the Sequence > then click one of the following below. You can also move a sequence to another position within this folder or to another folder entirely.

From the folder's page, click the dropdown menu in the top right > then choose Duplicate folder.

Before you do this, a friendly reminder that generic content exists in each pre-written message.

For instance, if we click this 'Number of class bookings using intro offers', and click the email that's going to be sent, we can see that title has a "[business name]" place holder. Be doubly sure you've checked it all before enabling.

When you're ready, from the folder's page, click the dropdown menu in the top right > then choose Duplicate folder.

Sometimes the need arises to pull someone out of an individual lead sequence without unsubscribing them from all marketing emails. To remove someone from a lead sequence, click:

Marketing > Sequences > select a sequence > click Customers > search for the customer > click the 3 dots next to the customer > click Stop running.

This will remove them from just that sequence.