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.
The subsequence feature is available on the Hyper Growth and Light Speed plans. Watch the video here to learn more about subsequences.
The subsequence tab will only appear after the campaign is launched. If a subsequence is launched but has no leads to process, it will be marked as 'Complete' shortly. When there are available leads for this subsequence, it will resume sending automatically.
How to create a subsequence
To create a subsequence in a campaign, please follow the steps below:
Launch your campaign
The subsequence will appear in a new tab
Click on Add New to set the conditions and add the sequence
Use the default lead statuses or custom statuses to trigger the subsequence. Here are the available lead statuses you can use to trigger subsequence: Interested/Meeting booked/Meeting completed/Won/Out of Office/Wrong person/Not interested/Lost/Any custom statuses you created
Use trigger phrases separated with a semicolon ;
Once created, draft and save the subsequence email.
Set the days to wait before sending the first subsequence email.
Adjust the schedule if needed. All other campaign settings, such as schedule and account usage, are inherited from the main parent campaign for which this subsequence was created.
Go to the Options tab to launch the subsequence. Once you launch it, the subsequence email will be sent within a few minutes (assuming it's within the schedule and account limits haven't been hit).
Note: If you are using a text-based trigger, instead of single words, please use exact phrase matching to trigger sequences. Phrases capture context better and reduce the risk of firing the subsequence for wrong leads.
For example, if the subsequence is triggered by the word "interested" in a lead's reply. When a lead replies "I am not interested."
The system will add this lead to the subsequence as it detects the word "interested" in the reply.
Using exact phrases like "I am interested" for triggers is a more precise method that will prevent the subsequence from misfiring.
Setting a delay in subsequence
You can specify the number of days to wait before sending Step 1 of a subsequence. The 'days to wait' begins when the lead is added to the subsequence.
How to move leads to subsequence
The subsequence will only activate for newly labeled leads.
For instance, if the trigger condition is set to 'Interested,' only new 'Interested' leads will trigger the subsequence. Existing 'Interested' leads prior to the launch of the subsequence must be moved manually to the subsequence.
To move leads to a subsequence, you can follow the steps below:
Go to the Leads section of the campaign
Filter leads by available lead statuses, lead ESP, or conditions if needed.
After the leads load, tick the box to select leads.
In the top right-hand corner, click on Move to subsequence.
Remove leads from subsequence
To remove a lead from subsequence, please follow the steps below:
Go to the campaign Leads section
Filter leads by the 'In subsequence' status
Click the lead to open the right pop-up window
Click on the trash icon to remove it from the current subsequence.
Duplicate a subsequence
To duplicate the already launched subsequence, please follow the steps below:
Simply click on the "Duplicate an existing subsequence" button.
Choose the subsequence you want to duplicate.
Confirm the subsequence options and launch it!
Four 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 leads who match this condition, set a schedule, and launch.
Now every time a lead from this campaign is assigned the "Interested" status, the subsequence will start sending.
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 lead is marked as wrong person” and click Create.
Write the sequence you want to send to leads who match this condition, set a 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 ;
Write the sequence you want to send to leads who match this condition, set a schedule, and launch.
Now every time a lead from this campaign replies with any of these phrases, the subsequence will start sending.
4. Follow-up with OOO leads
If you are using the OOO Resume feature, it is recommended to disable any subsequences for Out-Of-Office leads.
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, etc.
Set a delay of 7 days before the first step of subsequence.
Write the sequence you want to send to leads who match this condition, set a schedule, and launch.
Now every time a lead from this campaign is assigned the "Out of office" status or replies with any of these phrases, the subsequence will send an email checking in with the prospect to see if they are back.
