Sequences

Sequences allow you to create a series of emails and tasks that can be sent to clients.

This video shows you how to

• Create a new sequence

• Enrol contacts in a sequence

Sequences allow you to create a series of emails and tasks that can be sent to clients.

This video shows you how to

• Create a new sequence

• Enrol contacts in a sequence

When you are building your sequences, you may find that you have placeholder text in your templates. This allows you to further personalise your emails to meet individual client’s needs and further build a relationship with them.

This video shows you how to work with placeholder text.