You have a sales strategy in your communication and wish to automate the sending of emails? 🧐
👩🏫 What is a sequence?
A sequence is a series of automated actions. On ZELIQ you can schedule a series of emails and decide which days and to whom the sequence should be sent.
🎬 How to create a sequence?
⚠️ Before starting, I invite you to check that the leads are properly assigned to the right person and that the assigned person's email account is connected to ZELIQ.
Feel free to use Labels to make your sequence creation simpler! 👇
1. Create a sequence
In the menu, click on "Sequences"
Click on "+ Create a new Sequence", located at the top right of the screen
2. Leads' sources
💡 In "My leads" only your leads will be visible. It is useful only if you are creating the sequence in your name.
If you are creating the sequence for one of your collaborators then I invite you to source the leads directly from "organizations leads".
💥 Save time in your sequence creation by using "Views" and selecting your targeted leads quickly! Click here to read our article about it!
3. Sequence's Steps
Start to build your sequence with the steps available
To add other LinkedIn e-mails or LinkedIn automation to the sequence, click on “+”. (1)
You can also choose the number of days between each steps (2)...
... and insert variables in the subject and body of e-mails.
4. Sequence's Settings
Set up the sending conditions and decide when you want to stop the sequence
5. Data Enrichment
Enrich the leads for which the email address is missing. This point is crucial to send the sequence.
6. Review and Launch
Check for potential errors and send the sequence! 🎉
Well done! 💚
🍬 Analyse your sequences' performance
👉 You can view your live sequences or those paused or done.
👉 You can analyze the overall performance of the sequences directly at the top of the screen (1) or the performance of each sequence below each ongoing sequence (2)
🔎 To obtain details of the people who have opened, clicked on, or replied to your e-mails, go to the “Report” tab, “Sequences” window, then “KPis Sequences”.
Then enter the name of your sequence and click on “+” to obtain the list of people concerned by the criterion you are looking for.
Happy prospecting! 💚
👩🏼💻 For further information, please do not hesitate to contact us:
Master the Sales Game by checking our ZELIQ Academy on our Website or through our YouTube Channel 🚀