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How do Sequences Work?
Erin Crager avatar
Written by Erin Crager
Updated over 6 months ago

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:

  • Triggers -- when customer does x,

  • Actions -- then do y,

  • Counter Conditions -- unless something specific (that you specify) happens -- then don't do y')

So, for example,

  • when a customer books their 4th class

  • then send them a special message with a link to register for an intro offer

  • unless they've already purchased a membership

How do I create a new Sequence?

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.

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