How do I create an email sequence?

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To create an email sequence: 

  1. Begin by creating a campaign (see “How do I create a campaign?”)
  2. On the Campaign Details page click the Create My First Email button
  3. On the Email Details page, select Email Sequence for the type of email
  4. Enter the subject line and Preview Text for the first email in the sequence
  5. Select your Sender and your recipients
  6. Click the Next Step button
  7. Select a template or choose to start from scratch
  8. Design your first email in the Email Designer
  9. When you are finished designing the first email, click the Add Email button.
  10. Add the subject line and Preview Text for the second email and click the Save button
  11. Select a template for the second email or choose to start from scratch
  12. Design your second email in the Email Designer
  13. When you are finished designing the second email, click the Add Email button.
  14. And so on, up to 5 emails
    • You can view each of the emails in your sequence by clicking on the tabs at the top of the Email Designer
  15. Once you’ve finished designing all the emails in your sequence, click the Next Step button and you will be directed to the Review page
  16. On the Review page, review your email sequence
  17. You can set the scheduled send date and time for each email by clicking the Schedule Email link.
    • In the Schedule Your Email pop-up set the date, time and time zone for the email send
  18. Click the Save and Close link and your sequence will be saved
  19. Your sequenced emails are now ready to be sent at the scheduled times

For more information on creating an email sequence see our instructional video here.

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