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Follow-up Sequences

Works on:📸 Instagram🎓 Skool

Most sales are lost to silence, not to a "no". A Sequence is a series of follow-up messages that go out on their own, days apart, and stop the moment the lead replies. Sequences are on the Platinum plan.

Building a sequence​

  1. Click Sequences in the sidebar, under Automation, then New sequence.
  2. Name & platform: give it a Sequence name and pick the Platform: Facebook, Instagram or Skool. Leads are enrolled per platform.
  3. Steps: write each message, or use Insert template… to start from a saved Template. Set how long to wait: On enrollment, wait for the first step, then Then wait between steps. {name}, your template variables and spintax all work here.
  4. Enroll & exits:
    • Enroll leads from these folders adds anyone tagged into those folders automatically. You can narrow it to leads at certain Pipeline stages too.
    • Exit conditions decide when a lead stops getting follow-ups. A reply always stops it. You can also add Opt-out keywords, and Stop if lead moves to folder.
    • When the cadence ends, you can move the lead to another folder: On reply, move lead to and On completion, move lead to.
  5. Throttle: keep it human with Only send during business hours (a sending window in your local time), a Daily send cap and Min minutes between any two sends. Steps that fall due outside the window wait for the next open slot.
  6. Save it. You can also enroll leads by hand, from the sequence's card or from a chat in Messenger.

Sending in the background​

Turn on the delivery option in the sequence's rules to send from a quiet background tab instead of a pop-up window, so it doesn't take over your screen while you work.

Watching it work​

  • Enrollments lists every lead, their next step and their status: Active, Replied (auto-stopped), Completed, Stopped or Failed. You can stop or resume any one of them.
  • The live view shows what will be sent next, and what is holding a send back: a closed sending window, the daily cap or the gap between messages.
  • Reply rate by sequence shows which cadences actually get answers.

Chrome needs to be running for steps to go out. If the background engine isn't running, the page tells you.

Tips​

  • Three or four short steps a few days apart work better than one long message.
  • Keep every step useful on its own. Someone reading only step three should still know who you are.
  • Combine with Pipeline: enroll everyone in an early stage, and use On reply, move lead to to put people who answer into a folder you check every day.

Next Steps: Start conversations on autopilot from your posts with Comment Automation.

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