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๐Ÿ“ง Email Sequences: What, Why, and How to Set It Up?
๐Ÿ“ง Email Sequences: What, Why, and How to Set It Up?

Unleashing the Power of Email Sequences

Naitik Chavda avatar
Written by Naitik Chavda
Updated over a week ago

Hello there, Saleshandy users! ๐Ÿ‘‹

When it comes to effective email outreach, it's all about timing, personalization, and strategic follow-ups. That's where Email Sequences come in. ๐ŸŽฏ๐Ÿ’ผ

๐Ÿ“งEmail Sequence

What is Email Sequence?

With Email Sequences, you can send personalized emails to your prospects using a series of automated steps. It's like having your virtual assistant, following up with your leads, and increasing your chances of starting meaningful conversations. ๐Ÿ’ผ๐Ÿ’ฌ

But that's not all! Saleshandy allows you to customize sequences with more variants, schedules, and personalization tools. ๐ŸŽฏSo you can tailor your outreach to each individual, making a lasting impression and boosting your chances of success.โœจ

Why Email Sequence?

Email Sequences are a game-changer in streamlining your outreach efforts and maximizing productivity. With Saleshandy's email sequences, you can automate your communication process, saving you valuable time and effort. โฐ๐Ÿš€

Creating and sending unique messages to each prospect on your list can personalize your outreach and make a genuine connection. ๐Ÿค๐ŸŽฏ This personal touch increases the chances of grabbing their attention and receiving a positive response. ๐Ÿ’ผ๐Ÿ’ฌ

But it doesn't stop there! With the ability to scale your outreach by adding more prospects to your sequences, you can expand your reach and engage with a larger audience. ๐Ÿ“ˆโœจ

Moreover, sequences empower you to immediately reach out or follow up with the right prospects. Timing is everything, and Saleshandy's scheduling capabilities ensure that your messages land in the inbox at the optimal moment, resulting in higher response rates. โฐ

How to Set Up Email Sequence?

To start using Saleshandy, you'll need to create a Sequence. First, click on the Sequence icon in the left-hand column of your dashboard. Then, click the 'Create Sequence' button on the right side of the page to kickstart your email outreach journey. ๐Ÿš€๐Ÿ’ผ

Once you've created your sequence, it's time to add the first step and dive into the action.โœจ

๐Ÿ“บVideo Guide

๐ŸชœSteps to Follow

Step 1๏ธโƒฃ: Create your First Step๐Ÿ“งโœ๏ธ

Click the 'Add Step' button, and an email template editor will open. ๐Ÿ“งโœจ

In the editor, you can craft your email by adding a captivating subject line, a compelling pre-header, and a well-written email body. Personalization is key, so make sure to use Merge Tags from your list to tailor the message to each recipient. ๐Ÿค๐Ÿ’ผ

To learn more about Merge Tags, Click Here.

To enhance deliverability and engagement, follow the guidance of the email assistant to reduce any elements that may trigger spam filters. For that extra touch of personalization, consider using a mix of merge tags and spintax to create unique variations of your message. ๐Ÿ“ฉ๐Ÿ”€

To learn more about Spintax, Click Here.

๐Ÿ’กPro-tip: If you're looking to jumpstart your outreach, Saleshandy offers a library of pre-tested templates that you can choose from for better results. ๐Ÿ“š

To get more Email Templates, Click Here.

For expert guidance, explore our masterclass on writing effective email templates. โœ‰๏ธ

To learn more about Masterclass, Click Here.

Once you've crafted your message, click 'Save,' and voila! You've successfully added your first step to your sequence. ๐ŸŽ‰๐Ÿ’ผ

Step 2๏ธโƒฃ: Add Multiple Steps as follow-ups ๐Ÿ‘ฅ๐Ÿ“จ

Boost your engagement by including Multiple Steps in your sequence. This increases the likelihood of getting a response from your prospects. Click the 'Add Step' button below the previously added step to add another step. ๐Ÿš€๐Ÿ”€

You have the flexibility to set and customize the day of each step in your sequence, which is calculated from the sent date of the previous step added. This ensures that you can follow up with your prospects at the right time, maximizing your chances of a response.โฐ

๐Ÿ’กPro-tip: To boost your response rate and increase the effectiveness of your outreach, consider including more than four follow-ups in your sequence. Consistent follow-ups demonstrate persistence and can significantly improve engagement. ๐Ÿ“ˆ๐Ÿ’ผ

For expert guidance on creating effective follow-up emails, check out our Blog; click here.

Remember, timing and persistence are key to successful outreach. Customize your sequence and follow-up strategy to optimize results and achieve your outreach goals. ๐ŸŽฏ

Step 3๏ธโƒฃ: Add Variants ๐ŸŽญ๐Ÿ”€

Measuring the effectiveness of personalized messages is important, and A/Z testing is the perfect tool for the job. With A/Z testing, you can experiment with up to 26 different variants to determine what resonates best with your prospects and drives their response.

To add another variant to your steps, click the 'Add Variants' button below each variant. Starting from variant A (the default variant), you can continue adding variants in alphabetical order (B, C, D, and so on). This allows you to test multiple approaches and identify the most impactful one. ๐Ÿ”„๐Ÿ”

๐Ÿ’กPro-tip: Make the most of A/Z testing by experimenting with different subject lines, email body content, and compelling calls-to-action (CTAs). This way, you can precisely measure and optimize your email performance for maximum results. ๐Ÿ“ˆ๐Ÿš€

Note: A/Z variants is not available for the Starter Plan members. If you'd like to know which plans include A/Z, you can chat with our team right now.

Step 4๏ธโƒฃ: Activate your sequence๐Ÿš€๐Ÿ”›

Before you can activate your sequence, you will need to connect your email account to Saleshandy.

To learn How to connect your email, Click Here. ๐Ÿ“ง

Once connected, you can easily import your prospect list by navigating to the 'Prospects' tab and importing the CSV file.

To learn How to Import Prospects, Click Here.๐Ÿ”—

After successfully connecting your email accounts and importing your prospects, head back to the 'Steps' tab and toggle the Active/Pause button to activate your sequence.๐Ÿ”›

๐Ÿ’กPro-tip: Take advantage of Saleshandy's advanced features by setting and customizing schedules in different time zones. This ensures your emails reach recipients at the most opportune moments.

To learn more about Schedules, Click Here.

Remember to always send test emails before activating your sequence to ensure everything looks perfect. You can also preview how the email would appear to the recipient to make any necessary adjustments. ๐Ÿ•’โœ‰๏ธ

How to Manage your Sequence Settings?

You can take control of your email sequence with Sequence Settings. This powerful feature allows you to customize and fine-tune various aspects of your sequence for optimal results.

Sequence Settings allows you to adjust the Schedule, Email Accounts, Safety Settings, and Email Verification according to your preferences. This ensures emails are sent at the right time and from the desired accounts.

Additionally, you can add an Unsubscribe message at the end of your emails, allowing recipients to opt out if they wish. This promotes transparency and compliance with email regulations.

With Sequence Settings, you can tailor your email sequence to your specific needs and enhance the overall effectiveness of your outreach. ๐Ÿ’ชโœ‰๏ธ๐ŸŒŸ

To learn more in-depth about ๐Ÿ› ๏ธSequence Settings, Click Here.

You can also Pause/Resume the Sequence in Bulk 15 at a time, If you would like to learn more, please click here.

๐ŸšซLimitations of Sequences

You can add up to 26 email variants in a single step, allowing you to test different approaches and personalize your outreach. ๐Ÿ“ง๐Ÿ”€

However, it's important to note that the email-sending limits are determined by your Email Service Provider (ESP). Each ESP may have its set limit for the number of emails you can send within a specific timeframe. Be sure to check your ESP's guidelines and policies regarding email sending limits to ensure compliance and smooth email delivery. ๐Ÿ“ˆ๐Ÿ“จ

By understanding and adhering to your ESP's limits, you can effectively manage your email campaigns and maximize your outreach efforts. โœ…๐Ÿ’ผ

FAQ's (Frequently Asked Questions)

What is the difference Between an Email Campaign and a Sequence?

At Saleshandy, What you're calling Sequence is actually an Email Campaign. i.e., Sequence = Email Campaign

In the mail, I tell them I will contact you in 3 months; some people reply with no thanks, so they don't need to be in the sequence anymore; some people reply with: ok, that's fine. So, they need to continue in the sequence.

In this case, you can manually filter and mark them as Finish and stop further steps for them.

When someone replies to a sequence, will the sequence continue?

Yes, when someone replies, the sequence will stop for them. To whichever step they respond to, later steps/follow-up will be terminated for those prospects. By default, the safety setting is turned on, which is considered the prospect as finished if a reply is received.

You can turn the option off if you want them to receive the remaining emails. Another way you can do this is to create a new sequence with those prospects
Attached is a Snippet for your reference:

How to set up Step 2 for a sequence to send only to those who opened?

You can apply the "open but not clicked" filter and remove the prospects that should not receive the email for step 2.

Mission accomplished; you've successfully created your Email Sequences. ๐Ÿ‘

Wishing you a delightful experience! โค๏ธ

Happy Selling. ๐Ÿค

Warmest regards,

Saleshandy Team

๐Ÿ‘‰ Next Steps

Check out the below article If you want to know more about

๐Ÿ’ก Tip

Don't hesitate to reach out if you have any questions. We're available on chat and ready to provide you with prompt assistance. ๐Ÿค—

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