Your Engage tab houses all of your sequences, email templates and rules. A sequence is a series of touch points for a specific audience that can include:
- Automated emails
- Custom email sequence steps (Manual Email)
- Phone call sequence steps
- LinkedIn outreach sequence steps
- Custom sequence steps
How to Create a sequence
Step 1: Go to your Engage tab and push 'Create a sequence'.
Step 2: Name your sequence something specific to that set of emails and the audience you intend on engaging. For example Tech- Leadership Positions.
Step 3: Push add sequence step and select from the sequence step options.
Below is an in depth walkthrough of each sequence step option:
Automated Email: An automated email will send to leads automatically based on the timing set in the sequence. Automated emails help you reach more leads with less effort. We recommend between 6-8 emails per sequence, as this has been proven to result in the highest conversion rate.
A Smart Pause will automatically be added between each email templates within your sequence. A Smart Pause is the time between each email sent and is dynamically adjusted based on email opens and clicks to optimize each campaign. Smart Pauses are typically 2 to 10 days long.
If you would prefer to set your own email timing, you can click on the gear next to the smart pause and adjust when you'd like the follow up emails to be sent.
New Email Thread vs Follow up to Previous Email
You will have the option in your sequence whether you'd like your email templates to be a new thread or a follow up to the previous email.
Manual Email: Manual email steps are similar to a automated emails. The main difference between the two touch points is when a manual email step is due, based on the timing in your sequence, an email task appears in your task tab.
When a manual email task is due, it will display which lead needs be manually emailed, along with the email template. You can then choose to further customize the email for that specific lead, and once you’re happy with the messaging click send to deliver the email. This is great for top priority leads because it enables you to customize each email before sending.
Phone Call: When a Phone Call step is due for a lead, a phone task appears in your task tab and reminds you to call the lead. When you create your call task in the sequence, you will have the option to add a call script or notes to be used on the call.
Once you complete the call task, you are able to log the outcome of your phone call and add any notes needed before completing the task for a specific lead.
LinkedIn Request: When a LinkedIn Request step is due, a LinkedIn Request task appears in your task tab reminding you to add a specific lead to LinkedIn. The lead’s LinkedIn URL automatically populates in these tasks so you can easily click on their profile and send a request to connect.
If you have your account connected to Orca, at this time you can easily locate the lead in your leads tab and push that lead to your Orca Campaign.
LinkedIn Message: When a LinkedIn Message step is due, a LinkedIn Message task appears in your task tab and reminds you to send an InMail to your lead. You can add a template message to this sequence step so that when this task appears, it will show you the template you left for yourself. You can then easily copy and paste it into your LinkedIn message to speed up the process.
Custom Sequence Step: Custom sequence steps can be used as reminders to complete any other actions outside of Growlabs, such as sending a handwritten note or following a prospect on Twitter. When due, custom tasks will appear in your tasks tab with whatever instructions you left for yourself regarding this task.
Pro-Tip: Each touchpoint will need to be completed before the next step can begin. For example, if you set one of the steps to call the lead, you will have to go to your tasks tab and either complete, skip or snooze the task.
Once you are happy with the sequence you've created, scroll to the bottom of your page and push save. By default, your sequence will be switched 'OFF'. In order for emails to be sent from this sequence, you will need to toggle this email sequence ON and assign leads to it.
Frequently Asked Questions
How long after a sequence is turned on will it take before emails are sent?
If you assign leads to a sequence between the hours set at the top of your email sequence (the default is Monday - Friday 10 am - 5 pm) emails will be sent out that day as long as the sales rep has not hit their max number of new leads (which gets set in the sales rep's profile).
If you assign the leads to a sequence that is turned on outside of the hours set at the top of your email sequence, your emails will be scheduled to send in the next available increment.
Can you edit a sequence after you launch it?
Yes, you are able to edit an sequence at anytime. If you edit a live sequence, your leads will receive these changes moving forward as long as they have not reached that point of the sequence yet.
How many sequences can you save at once?
You can save as many sequences as you’d like!
What is a Smart Pause? How do I know when my follow up emails will get sent?
The Smart Pause refers to the amount of time between emails. Our software dynamically adjusts the time between emails based on lead engagement (e.g. email received, email opens, click through rates) to optimize each campaign. The time in between emails typically varies between 2 and 10 days.
How many email templates can I have in one sequence? There is not a minimum or a maximum number of templates you can have in a sequence. We recommend between 6-8 templates per sequence. You can start with 1 or 2 and add additional templates at a later time.
Am I able to set when my emails are sent out?
Yes, if you prefer not to leave the timing between each emails up to our Smart Pause, you can click on the gear to the right of the Smart Pause and select when you'd like the follow-up emails to send.
Does each email sent out start a new email thread?
Yes, follow-up emails will be sent as a new email thread.
How to pause or stop a sequence?
Go to your Engage tab and toggle the sequence from on to off. This will stop all new and follow-up emails until you turn the sequence back on.
How do I switch what email sequence my leads are assigned to?You can easily transfer leads from one email sequence to another from your Leads tab. Here is an article that can walk you through how to transfer leads from one email sequence to another.
How can I A/B test my email sequences?
Here is an article that can walk you through how to A/B test your email sequences.