To add an email sequence to a cadence:
Navigate to the cadences section and select the cadence you want to add the email sequence to
On the right hand side, click on the "Add Sequence" button
Choose the "Email" option as the type of sequence
Name the sequence and select an email account to send the email from
Set the send time to "Immediately"
Design the email, including the subject and body, and use dynamic tags for personalization
If desired, you can also use an email template or add source code
Click "Create" to add the email sequence to the cadence
Drag the email sequence onto the canvas to connect it to other sequences in the cadence
Video Transcript
Okay, now that I have my first cadence set up, I'm going to start adding the sequences, and the first sequence I'm going to add is also again to get the cadences. Since you've already set it up, you're going to marketing cadences and you can get into the cadence to begin adding the sequences, either through the name or this added icon.
Once you get into to the actual cadence, you're going to click on a sequence on the right hand side here and the first sequence that I'm going to set up is going to be email. So I want this email to go out immediately. So anybody who, if I add a lead manually to this data form, if import leads to this data form or someone fills out my data form on my external website or internal website, I want this email to be triggered immediately.
And so the first step is to name it. I'm just going to name it. Step one. Second step is to pick your type. So I'm going to pick email and I'm going to leave it at zero minutes. So this means immediately that as soon as it is entered, they submit their information on that data, for this is going to be triggered immediately. I'm going to choose my email account. So all your different email accounts. One thing to note, and I says multiple times about workspaces: when you create a workspace and you create a data form associated with that workspace, and then you create a cadence and assigns that data form, the data for the cadence is inheriting that workspace.
So if you have email accounts that you set up and either applied to the different workspace or applied to network space, if you're not seeing your email account in here, it's likely because this email account is not associated with the workspace that's associated with the data form that's now associated with a cadence. It sounds confusing, but essentially just make sure all of your assets are associated with the right workspace and they'll show up in the air. If you're not using workspaces, it doesn't matter, you see them all. So select your email account.
If you went through the training on how to set up an email template and you want to use a template, types are obviously super important if you're doing personalization or anything like that. So you already have your tags built-in there, but you, you know you're basically building out your cadence here so you can actually design your email here if you want, which I'm going to do, and your subject, Ligna email body now, all of the system to watch the video on our system bearable. You can use all the tags that come from either the user profile or come from the lead data and any custom lead data that you have. You can use all those custom fields. So in this case I'm going to see first name the first step of the sequence.
One thing to point out, let's say you added leads to this data form and now you're creating a cadence for it. It's only net new leads. I do want to point that out. So any leads that come into this data form from here on out. If you have this activated, we'll get this email, but it's not legacy or previous leads out of. So I'm going to add-in the body again, I'm just going to put first and then I'm going to my signature. So what's cool too right.
So if you're setting up a data form that also has access to a user role, all of the customer, you guess the personalization of this cadence will pull from the profile of the customer, I mean of the user who has access to that. So video sofa show exactly how to do this. This is just a cadence set up on your data form you're using now.
Dynamic tags or system bearable tags for personalization of the email. They all work in here, including, you know, obviously hearing first name and signature. And once I have my email set, I could also click here and drop in source code. So if I have some sort of email template or I did view source on Dust Top Outlook and I threw it in here and started from that, you can do that and then, of course you could select a temple if you want that. You've already built to build out these cadences.
So I'm going to go ahead and hit create so that's going to add it over here into my canvas and I'll show you in the sequence or the following: the next videos, once I have all my steps here, know how to connect it. But basically, once it's over here, you can then drag it over to the canvas and then that's how you're going to start setting up your sequences. So the next video we're going to do an SMS sequence and I won't go through that.
