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Creating a Sequence

To create a sequence, click “Create Sequence” from the sequences page.

Step-by-Step Guide

Step 1: Basic Information

Sequence Name

Enter a descriptive name:
  • Identify sequence purpose
  • Easy to remember
  • Helpful for team members
Examples:
  • “Welcome Sequence”
  • “Follow-up Sequence”
  • “Product Launch Sequence”

Step 2: Add Steps

Message Steps

Add messages to your sequence:
  1. Click “Add Message” or “Add Step”
  2. Select “Message” step type
  3. Enter message content
  4. Use variables for personalization
  5. Add formatting as needed
Message Content:
  • Plain text
  • Variable placeholders
  • Emojis and special characters
  • Line breaks
Variables Available:
  • {first_name}: Lead’s first name
  • {last_name}: Lead’s last name
  • {username}: Telegram username
  • {phone_number}: Phone number
  • Custom field variables

Delay Steps

Add delays between messages:
  1. Click “Add Delay” or “Add Step”
  2. Select “Delay” step type
  3. Set duration:
    • Minutes
    • Hours
    • Days
  4. Configure delay amount
Common Delays:
  • 24 hours: Daily follow-up
  • 3 days: Weekly check-in
  • 1 week: Monthly touchpoint

Step 3: Configure Steps

Message Configuration

For each message step:
  • Edit message text
  • Add variables
  • Format content
  • Preview message

Delay Configuration

For each delay step:
  • Set duration
  • Choose unit (minutes/hours/days)
  • Verify timing

Step 4: Order Steps

Arrange steps in sequence:
  • Drag to reorder
  • Sequential execution
  • Message → Delay → Message pattern
  • Logical flow

Step 5: Save Sequence

Review your sequence:
  • Check all steps
  • Verify delays
  • Test variables
  • Save sequence

Sequence Examples

Simple Welcome Sequence

Step 1: Message
Hi {first_name}! Welcome to our service. We're excited to have you.
Step 2: Delay
  • 24 hours
Step 3: Message
Hey {first_name}, how are you finding our service so far? Let us know if you have any questions!
Step 4: Delay
  • 3 days
Step 5: Message
Hi {first_name}, we'd love to hear your feedback. Your opinion matters to us!

Follow-up Sequence

Step 1: Message
Hi {first_name}, I wanted to follow up on our previous conversation.
Step 2: Delay
  • 2 days
Step 3: Message
Hey {first_name}, are you still interested? I'm here to help answer any questions.
Step 4: Delay
  • 5 days
Step 5: Message
Hi {first_name}, this will be my last message. Feel free to reach out if you change your mind!

Tips for Creating Sequences

  1. Start Simple: Begin with 2-3 messages
  2. Space Appropriately: Don’t send messages too close together
  3. Personalize: Use variables to personalize messages
  4. Test Content: Review message content before saving
  5. Consider Timing: Think about when leads will receive messages

Best Practices

  1. Clear Purpose: Each sequence should have a clear purpose
  2. Appropriate Length: Don’t make sequences too long
  3. Good Timing: Space messages appropriately
  4. Personalization: Use variables effectively
  5. Test First: Test sequences before using in campaigns

Next Steps

Managing Sequences

Learn how to manage and edit sequences