I - Clients : Start Sequence
With sequences you can message clients back to back from a list of customers chosen by you or your manager.
To begin, enter an outreach list, your clients tab or a list you pulled.
Then hit "Start Sequence" to begin.
II - START SEQUENCE
Once you have entered the sequence choose a template or setup the template to send to customers.
Don't worry, you can customize per customer at a later step.
III - CLICK SEND SEQUENCE
Once you have chosen your messaging, you can hit "Begin Sequence" to start messaging clients.
IV - PERSONALIZE MESSAGE
The template will automatically pull into the first client. You can scroll down below the message to see past purchase history and activity or change the message to your liking.
Then hit "send message"
V - TEXT MESSAGE INTERFACE
Once you hit send it will then pull you into your text messages with the customer in your own phone to then send the message to the customer.
VI- HIT SKIP - IF YOU WANT TO SKIP THE CUSTOMER AND MOVE TO NEXT ONE
Once sent it will pull you into the next customer to repeat the process.
If you cannot message or do not want to message the client, you can also skip each customer.
VII - CONTINUE UNTIL DONE
Then you will continue until finished.
You can exit and start again at any time.