Email Sequences is an outbound sales campaign tool that enables you to send a predefined sequence of emails to a prospect. These emails are triggered automatically, based on the previous email interactions with a prospect.
Follow-up emails are triggered in an automated sequence based on the rules you create. You can easily nurture contacts using these emails.
Feature Availability and Limits
Creating an Email Sequence
Accessing Email Sequences
Follow these steps to go to the Email Sequences module:
- Log in to your CRM account.
- Click the Main Menu.
- Go to Sales.
- Select Email Sequences.
The List View of Email Sequences is displayed.
Here, click the +New Sequence button to start creating an email sequence.
You must first provide a name to the email sequence in the Sequence Name field. Next, you must go through these three phases of creating an email sequence:
Adding Stages to the sequence is the primary feature in an Email Sequence. You can do this by clicking the +Add another stage button.
Every stage will contain the following:
- Subject - You can provide a subject that describes what the email contains.
- Insert Links - You can attach appointment links, survey links, or document links by clicking the Insert Links drop-down.
- Select Email Template - You can select an existing template and embed it into your sequence by clicking on Select Email Template.
- Body - The field in which the actual content is written.
- Schedule - You can send email sequences at the time of creation or schedule it for later. This can be done by clicking the Schedule drop-down. You can select any of these timings:
- Later Today 9AM
- Tomorrow 9AM
- 2 days later 9AM
- 3 days later 9AM
- Preview - By clicking on Preview, you can view the email as a recipient and check if it is delivered properly to the contacts.
- Send test mail - You can send a test mail to yourself by clicking on Send test mail to check if the email template is rendered correctly.
- Stage conditions - Stage 1 in an email sequence is mandatory and executed without any conditions. In contrast, Stage 2 to Stage 5 in the sequence will be triggered based on the previous mail status.
- Setting up the conditions: If the previous stage email is/is not, replied/opened in number of hours/days/weeks
- Setting up the actions: Then Send Email/Create task
Deleting a stage
You can delete a stage by clicking the Delete Stage button at the bottom right corner of the page.
Consider that there is a sequence with four stages. If you delete Stage 2, then Stage 3 conditions that were previously depending on Stage 2 will now depend on Stage 1.
Adding the Recipients
You can add up to 150 recipients in each sequence. You can search your contacts and add them as recipients.
Deleting a recipient
You can either delete a recipient while creating the sequence by clicking the Delete icon or stop the sequence for that particular recipient in the Summary View of the sequence.
Other Settings is the page where you can view the people associated with the sequence.
Other Settings has two fields:
- Assigned to - This is a mandatory field that displays the user to whom the sequence is assigned to. The default value of this field is the creator of the sequence.
- Shared Users - This is an optional field that will be empty by default. You can add other users, roles, and groups and share with them.
Once you fill in all the necessary information, you can do the following:
- Click on Save and save the email sequence as a draft, or
- Click on Confirm and Activate to start the email sequence at the scheduled time.
List View in Email Sequences
List View is the screen that is visible when you click on the Email Sequences module. This view sorts and lists all email sequences based on the last modified Email Sequence.
Columns in List View
The columns that are visible by default in the List View are:
- Name - Displays the name of the sequence.
- Status - Displays
- Active - The sequence is running, and the recipients will receive the emails.
- Inactive - The sequence is stopped temporarily. It also displays the time at which the record was created.
- Assigned to - Displays the user who created the sequence.
- Shared Users - Displays the users with whom the email sequence is shared.
- No of Stages - Displays the number of stages that a particular sequence is made of.
- Total Enrolled - Displays the number of recipients to whom the email sequence is sent.
List View actions
You can perform many quick actions such as Edit, Delete, Add Tags and Start or Stop Sequence, etc., on the email sequences in the List View.
To learn more about List View actions in Vtiger CRM, click here.
Searching for Email Sequences
The search bar in the List View is a unique feature on its own. It is one of a kind because it filters, searches, and delivers the result brilliantly.
The search bar helps you search for a record as well as filter the rest of the records using field names that you specify. This feature comes in very handy if you have a large number of records in the CRM.
To know more about the search bar in List View, click here.
Summary View of an Email Sequence
Summary View is the view that appears when you click a particular record from the List View. The Summary View displays the key information of a record.
The Summary View of an Email Sequence is unique and different from other modules. In Email Sequences, Summary View can be divided into five sections. Each section has a particular functionality.
Summary View actions
- Tags - You can add tags to the record to identify the record quickly.
- Open in new tab - You can open the email sequence on a new tab in your browser.
- Link - You can copy the URL of the record directly.
Sequence performance can be tracked via the sequence’s Summary View so that the sales team can nurture the prospect further.
Sequence initiator can track the following metrics:
- Scheduled - Displays the number of emails that are scheduled in the sequence.
- Queued - Displays the number of emails that are ready to be sent to the recipient.
- Sent - Displays the number of emails sent to the recipients.
- Replies - Displays the number of replies by the recipients.
- Opens - Displays the number of emails that are opened by the recipients.
- Clicks - Displays the number of clicks done on the email by the recipients.
If your sequence is in Active status, then you can see these two icons on the top right of the record:
- Stop Sequence - Stop Sequence will stop an active sequence, and emails will not be sent out to the recipients. The sequence’s status will change to Inactive.
You can stop an email sequence by any of these two methods:
- Clicking the Stop icon in the List View
- Clicking the Stop Sequence button in the Summary View
- Edit - You can edit the details of the email sequence record.
You can do the following from the More icon:
- Duplicate - You can duplicate the current email sequence and have all the details reflected in a new email sequence.
- Delete - You can altogether remove the sequence and will not store any previously executed sequence data. You can delete an email sequence by any of these two methods:
- Click the Delete icon in the List View.
- Click the More icon in the Summary View and click the Delete icon.
If you have defined relationships between the Articles module and other modules in Settings > Module Layouts & Fields, then you will be able to add records of those modules from this button. The records added will be displayed in their respective widgets.
- Recipients - It is the list of contacts to whom the email sequence is targeted to. The metrics used to track the recipient status is :
- Enrolled - Displays the number of recipients who are registered for the sequence.
- Completed - Displays the number of recipients to whom the sequence is sent successfully.
- Stopped - Displays the number of recipients to whom the sequence will not be sent anymore.
- Emails - You can see the emails delivered and the recipients, stage-wise.
- Stage Details - You can see the status of each stage’s email, recipient-wise. You can also apply Filters and change the view.
- Details - Displays all the details related to the email sequence.