It’s time to launch a campaign and start crushing it.
You can add emails, custom tasks, calls, social, SMS, tags, delays, deals, follow-ups, etc. to automate your workflow.
Follow the video and see how to set up a sequence.
The video below will guide you through the Sequence Building process inside of Uptics, from start to finish!
The tutorial video above demonstrates how to complete the following actions while building a sequence:
How to create a sequence or campaign
How to add steps to a sequence
How to make a new email template from inside the builder
How to add or edit a delay after a sequence step
How to select the days that a sequence runs
How to select the time of day and timezone that a sequence sends
How to send emails from the contact owner
How to send emails from multiple inboxes using sending distribution
How to set the daily enrollment limit and daily send limit
How to set the email validation settings in a sequence
How to set your auto-unenrollment options
How to send follow up emails in the same thread
How to include an unsubscribe link in a specific sequence
How to include an SMS opt-out in a sequence
How to track email opens and link clicks inside of a sequence
How to choose the delay between sends in a sequence
How to manually enroll contacts from inside a sequence
How to automatically enroll and unenroll contacts via SmartList
How to preview a sequence before launching
How to access your sequences
How to view the stats for a sequence
How to make changes or edits to a sequence
How to view who hasn't started a sequence
How to view who has opened, clicked, and replied from a sequence
For more information, please refer to our other Help Center Resources. If you cannot find what you're looking for, don't hesitate to reach out using our in-app chat support!