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.
1. Open the Sequence tab
In the menu, click on "Sequences"
Click on "+ Create a new Sequence", located at the top right of the screen
2. Leads' sources and exclusion
💡 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 "All leads".
💥 Save time in your sequence creation by using "Views" and selecting your targeted leads quickly! Click here to read our article about it!
→ You can then exclude leads depending on:
If they are already in a running sequence, to avoid sending to many emails to the same persons. 😊
Their status.
→ You are then asked to enrich the email and/or phone if not already done.
3. Sequence builder
Steps available
With ZELIQ, you can automate your outreach with:
Emails: It will automatically send an email to your leads.
LinkedIn actions: Automation to visit a profile, send a friend request, or send a LinkedIn message.
⚠️ N.B.: LinkedIn messages are only available for people who accepted your friend request.
Call step: It will create a call task automatically in the ZELIQ tasks tab.
💡Know that if you schedule steps AFTER a call step, you will need to:
Mark the task as "Done" in the ZELIQ tasks tab
Or "Skip the step"
To make it easier to follow, we suggest that you rename your step by clicking on the step name in the step builder as shown in the GIF above.
Delay between each step
Set the time between steps in minutes, hours, or days. Now, you’re in full control of your outreach cadence—with the precision needed to stay timely, relevant, and effective.
💡 To ensure optimal deliverability and avoid spam-like behavior, a minimum delay of 5 minutes is required between two steps in a sequence.
Sequence's Settings
Set up the sending conditions and decide when you want to stop the sequence
4. Live preview
🍬 With the step-by-step preview, everything changes.
Before launching, users can now review every email, LinkedIn action, and call step — with variables filled in —catch errors in real-time, choose the right email address, and make final edits. This gives teams the confidence and control they need to send high-quality outreach every time.
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 🚀