A sequence is a series of email and text messages. Organizing messages into sequences gives you the opportunity to efficiently re-use and automate common communication. 

You can create Sequences from the Message Library to be used in Automations, or from the built-in triggers within Surveys or Forms

In this article, we'll cover: 

  • How to time sequences

  • How to create a sequence

How to Time Your Sequences

The timing of your messages within sequences can be set up in two ways.

Date Messages: Individual messages are sent on exact dates (i.e. March 31st, 2018 at 9:00 AM). Contacts will only receive date-specific messages that are set to go out after they've been added to the sequence. In other words, if you schedule a Date Message in the past, it won't go out.

Step Messages: Individual messages are sent in relation to when the sequence was triggered, or in relation to an event (i.e. 2 days after a contact was added to a sequence at 9:00 AM, or 1 day before an event at 12:00 PM).

All Sequences within Kizen can include Date or Step Messages

How to Create a Sequence

To create a Sequence from the Sequence tab of the Message Library:

Step 1: Click Platform.

Step 2: Click Library from the drop-down menu.

Step 3: Click the Sequences tab.

Step 4: Click New Sequence, name your sequence, and click OK

To create a Sequence from Surveys or Forms:

Open up your specific Survey or Form, and click the Messages tab. 

Or, you can create a sequence directly from the Message Library on the Survey or Form tab. In order to do this, your Survey or Form must already be created.

From here, the build-out of the Sequence will look the same. 

To add an email to your Sequence:

Step 1: Click Add Email to access the Template tab of your Message Library.

Step 2: Choose from one of your templates, or click New Email to create an email from scratch.

Step 3: Edit your Subject line, choose which email address it's From, select your Send timing, and design your message using the Kizen builder.

To set your timing, you can choose Immediately, With Delay, or On Specific Date from the Send menu, depending on what's available. 

The delay will be in relation to when someone was added to the Sequence.

To learn more about Survey or Form triggers, see below. 

Step 4: Click Save Message to save your message (but not publish it). 

Step 5: Toggle Publish to enable it to be actively sent.

To add a text message to your Sequence:

Step 1: Click Add Text to add a text message.

Step 2: Select your Send timing and add your Text Message Body text.

To set your timing, you'll choose Immediately, With Delay, or On Specific Date from the Send menu, depending on what's available. 

The delay will be in relation to when someone was added to the Sequence.

Step 3: Click Save Step to save your message (but not publish it). 

Step 4: Toggle Publish to enable it to be actively sent.

Once your Sequence is set up, you might want to learn:

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