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How does the Sequence builder work?
How does the Sequence builder work?
Erin Crager avatar
Written by Erin Crager
Updated over a week ago

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:

  • Number of class bookings

  • Number of class visits

  • Customer has an active membership

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:

  • Email / SMS

  • A Staff Task

  • Add / Remove a Tag

  • Create a Lead

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:

  • zoom in

  • zoom out

  • revert to see the whole sequence

  • view in full screen mode for extra screen real estate

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