Set the automatic subsequences for your campaigns

Sanchit Singh avatar
Written by Sanchit Singh
Updated over a week ago

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 initiated):

Click on Add New to set the conditions and add the sequence.

Both conditions will apply to your newly labeled replies:

  • The newly created subsequence will be triggered only by newly labeled replies.

  • You can use both the default labels and custom labels as subsequence triggers.

  • 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).

Here are 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.

Then, 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.

You create a new subsequence with the trigger “if lead is marked as wrong person” and click create.

Then again, 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 ;

Then as usual, 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.

Later you can see from the leads tab in your campaign which lead has been pushed into a subsequence.

4) Follow-up with OOO leads

Automatically reach out to leads that sent you an out-of-office reply, by creating a subsequence:

Some trigger keywords that you can use for OOO subsequence are: out of office; away from work; out of the office; on vacation; on a leave; ooo; on pto

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.

Setting a delay

It is possible to set a delay before step 1 of a subsequence. The 'days' start counting from the time that a specific lead was added to the subsequence.

Removing 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. The green "Subsequence" tag means that the subsequence ended for these leads. If the subsequence hasn't started yet for the lead, it will have a gray tag "In Subsequence".

To remove a lead from the subsequence, find the lead and click on "Remove from subsequence":

Duplicating 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!

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