Hello Saleshandy Users 👋🏻
Before you start your sequence setup, ensure you have done the Technical setup which is highly recommended to avoid landing in spam!
Now that you have done your technical setup, it is time to create the first sequence!
You can create your sequence in 4 simple steps:
Create your sequence and Add follow-up steps
Craft your first sequence
Add Multiple Steps as follow-ups
Experiment with Variants🔀
Add your prospects in sequence
How to Import Prospects in Sequence
Connect email accounts and adjust the settings
Connect your email accounts
Set up your Sequence settings
Activate your sequence
Check your sequence score
Activate your sequence
Launching Your First Campaign/Sequence🚀
📺Video Guide
🪜Steps to Follow
Step 1️⃣: Craft Your First Email and Add Multiple Follow-up Steps
Craft your first sequence
Inside the Saleshandy dashboard, go to the “Sequence tab” and click on “Create Sequence.”
Now click on “Add Step” to add the first step/email to your sequence.
Once you click on the add step, you will be inside the email editor, write your email copy here or choose from the template.
Add “Merge tags” for higher personalization.
Add “Spintax“to send multiple variants of your email copy.
Check out our library of best tried and tested “Email templates”.
To enhance deliverability, follow the “Content guide” on the right to reduce any elements that may trigger spam filters.
Once you've crafted your message, click “Save”, and voilà!
You've successfully added your first step to your sequence. 🎉
Add multiple steps as follow-ups 👥📨
Sending just one email will not work, you need to send at least 4-5 follow-up emails to boost the engagement and response from your prospects
Click the “Add Step” button below the previously added step to add another step as follow-up.
Note: You have the flexibility to set and customize the day of each step from the email editor 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.⏰
For expert guidance on How to create effective follow-up emails, click Here.
Experiment with variants🔀
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)
You can check and compare the performance of the variants and pause the variants that are not performing well.
💡Pro-tip: Make the most of A/Z testing by experimenting with different subject lines, email body content, and compelling calls-to-action (CTAs).
To learn more about A/Z Testing, Click Here.
Step 2️⃣: Adding Prospects
As you're running a campaign, you must have a lead list or prospect data to whom you want to email.
Import Prospects to Sequence
Navigate to the “Prospects tab” and import your prospect's data. You can either import your CSV file or add prospects manually.
To learn more about How to Import Prospects to your Saleshandy Sequence, Click Here.
Step 3️⃣: Connect Email Accounts and Adjust the Settings
Connect multiple email accounts to your sequence
Go to “Settings” in the sequence you created and click on “Email Account” then on “Add more email accounts.
Note: You won’t be able to activate your sequence without connecting your email account in Saleshandy.
You can connect Unlimited email accounts and send one email sequence with multiple emails using Sender Rotation.
Pro tip: Make sure you have done all the Technical setup of all the email accounts to avoid landing in spam.
Set up your sequence settings
Sequence settings are important as they comply with major ESP's sending guidelines. Here are some important things to set:
Set up your “Sending schedule” to send emails in the best timezones.
Check and set your “Safety settings” as per your requirements.
“Verify your prospect's list” before sending emails to your prospects.
Add “Unsubscribe button” to your emails.
To learn more in-depth about 🛠️Sequence Settings, Click Here.
Note: Keep the Text-only email option as ON as it will help you with better deliverability. However, you won't be able to see open and click, but you'll see good replies.
To learn more about Text-only email, Click Here.
Step 4️⃣: Activate Your Sequence🚀🔛
Check your sequence score
Before you click on the "Send" button, one crucial step you shouldn't overlook is checking the Sequence Score! 📊
Sequence score helps you check the health of your entire sequence to make sure you have added all the necessary things required for successful outreach.
Click Here to learn more about How to Set up/Improve your Sequence Score.
Activate the sequence
Click on the “Draft” toggle to successfully send your sequence to your prospects.
Note: 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. 📈📨
To learn more about Email Sending limits, Click Here.
That’s all for creating your first sequence!
Mission accomplished; you've successfully Onboarded Saleashandy.🥂👏
Wishing you a delightful experience! ❤️
Happy Selling. 🤝
Warmest regards,
Saleshandy Team
👉 Next Steps
Check out the below article If you want to know more about
💡 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. 🤗