Go to Sequences, click New sequence, and choose Multi-step. Name it, add your steps, and click Save & Activate. A sequence is a set of timed steps, such as an email, a text and a call, that FlowForce runs for you.
Choose a type
Click New sequence and pick one:
- Multi-step is a full sequence with several steps over time.
- Quick email sends one email to a group.
- Quick SMS sends one text to a group.
Build a multi step sequence
- Click New sequence, then Multi-step.
- Enter a Template Name. A Category is optional.
- Click Continue.
- Click Add step and choose the step type: Email, Call, SMS, LinkedIn connect, LinkedIn message or LinkedIn comment.
- Add two or three steps to start.
- Click Save & Activate.
FlowForce saves your work as a draft automatically while you build.
Let Flow write it for you
Click Build with Flow at the top of the builder. Enter a Goal and a Prompt, then click Generate Sequence. Edit the result before you activate it.
Put leads on the sequence
Open the sequence and use Use sequence to put a lead on it. The page has a Steps tab and a People tab, and it shows the number of active runs. Start with a small group before you add your whole list.
Before email, call and text steps
- Email steps send from your mailbox and follow its daily limit. See How to connect your email and calendar to FlowForce.
- Call and text steps need Phone & SMS set up under Integrations.
If it did not work
Save & Activate is greyed out. A sequence needs at least one step.
A step did not send. Check that the lead has an email or phone number, and that your mailbox or phone line is connected.
I do not see Sequences. Your role or industry may not include it. Ask an admin.