Subsequences allow you to automatically follow up with your leads based on certain conditions, they can be triggered by lead statuses or keywords in a reply.
Once your campaign is launched, the Subsequences will appear in a separate tab.
Campaigns that are in draft mode do not provide an option to access the subsequences tab until the campaign is launched.
How to create a subsequence
You can follow the steps below to create the subsequence:
Click on Add New to set the conditions and add the sequence
You can use both the default labels and custom labels as subsequence triggers
The newly created subsequence will be triggered only by newly labeled replies
Once the lead is moved to the subsequence, the subsequence email will be sent within 10 minutes (assuming it's time for the schedule and account limits haven't been hit)
Note: If you are using a text-based trigger, instead of single words, use exact phrase matching to trigger sequences. Phrases capture context better and reduce the risk of firing the subsequence for wrong leads.
For example:
An email sequence is programmed to activate upon detecting the word "interested" in a lead's reply.
A lead sends a message "I am not interested."
The system scans the message for trigger words. It detects the word "interested" and, based on the trigger condition, adds it to the subsequence.
Thus using exact phrases like "I am interested" for triggers is a more precise method that will prevent the subsequence from misfiring.
How to set a delay in a subsequence
It is possible to set a delay before step 1 of a subsequence. The 'days' start from the time that a specific lead was added to the subsequence.
How to remove a lead from the subsequence
To see which leads have been added to a subsequence, go to the campaign Leads section and filter the leads by the status you created the subsequence for or using In subsequence status.
The "Subsequence" status means that the subsequence ended for these leads. If the subsequence hasn't started yet for the lead, it will be under "In Subsequence"
To remove a lead from the subsequence, find the lead and click on "Remove from subsequence":
How to duplicate a subsequence
To duplicate the already launched subsequence, simply click on the "Duplicate an existing subsequence" button:
Then choose the subsequence you want to duplicate. Confirm the subsequence options and launch it!🙌
4 example use cases for subsequences
1) Automatically send more info to leads tagged as interested
Create a new subsequence with the trigger “if a lead is marked as Interested” and click Create.
Leave the subject line empty so the subsequence email is sent in the same thread
Write the sequence you want to send to people who match this condition, set a schedule, and launch.
You can set a second step of the subsequence to be sent out as a follow-up. Just as in sequences, you can use the same variable {{sendingAccountName}} to sign your emails
Please note that all other campaign settings like schedule and what accounts to use are inherited from the main parent campaign this subsequence was created for.
2) Automatically ask for the right contact if you’ve sent an email to the wrong person
Create a new subsequence with the trigger “if a lead is marked as wrong person” and click Create.
Write the sequence asking who you should contact instead, set the schedule, and launch.
Now every time a lead from this campaign is assigned the “wrong person” status, the subsequence will send out an email asking for the right contact that you can later reach out to.
3) Automatically send more info to people asking for more info about your product
Create a new subsequence and add the trigger word(s) or phrase(s) into the textbox. You can use multiple trigger phrases separated with a ;
Set up a sequence, set a schedule, and launch the subsequence.
Now every time people from this campaign reply with any of these phrases, the subsequence will start sending.
4) Automatically follow up with OOO leads
Add some trigger keywords that you can use for OOO subsequence: out of office; away from work; out of the office; on vacation; on a leave; ooo; on to
Set a delay of 7 days before the first step, then send an email checking in with the prospect to see if they are back.
FAQ
Q: Will subsequence work for my old replies?
A: The newly created subsequence will be triggered only by newly labeled replies.
Q: Can I use custom labels in my subsequence?
A: You can use both the default labels and custom labels as subsequence triggers.
Q: When will my subsequence be active once I set it up?
A: Once the lead is moved to the subsequence, the subsequence email will be sent within 10 minutes (assuming it's time for the schedule and account limits haven't been hit).