Create a multi-step Sequence to engage with your prospects. Depending on your subscription plan, you can create Sequences with email, call, and task steps.
Go to the Sequence tab at the top of your screen and select 'Create Sequence' to set up a new Sequence.
Complete the fields in the pop-up window to create your Sequence:
1. Name the Sequence.
2. Choose a 'Sending Schedule.' Sending Schedules will ensure your email steps go out when you want them to.
3. 'Select Prospect Engagement Rules' to determine what should happen when a Prospect engages in a Sequence.
4. Your 'Daily Activation Limit' is the number of new tasks (emailing or calling) that you will be assigned each day.
5. The 'Active Prospect Limit' is the total number of Prospects that can be active in the Sequence at one time.
6. 'Open Tracking': make sure the toggle is on if you want to track your open rate.
7. 'Click Tracking': make sure the toggle is on if you want to track your click rate.
Don't forget to Hit the 'Save' button when you're done!
Reach out to your dedicated CSM via email or message us through the in-app chat if you have any questions!