How to Create a New Sequence

In this article, we’ll go over the steps of creating a sequence from scratch. With the sequences tool in Distrobird, you can send a series of emails, phone calls, and text messages in specified time gaps to drive deeper engagement with your contacts. 

 

Follow the steps below to create a sequence:

 

Step 1: Access Sequences

1. On the side navigation menu, click on the Campaign dropdown and select Sequences.
   
2. On the Sequences page, click the Create Sequence button. This will open a multi-step slide-out with Details and Audience tabs.

 

Step 2: Details Tab

1. Name - Enter a name for the sequence
2. Assign team/member to sequence - Click on this dropdown and select a team/team member to assign the sequence to.
3. Exit delay- Enter a time frame after which you want audiences to be exited from this sequence after the last step.

 

Step 3: Audience Tab

Choose your Audience - Select your audience from an existing group or segment by clicking the dropdown and choosing the desired group/segment.

Add Single Person- To add contacts individually, search for contacts by name, email address, or phone number in the provided space.

Add New Person - If you need to add new contacts, click +Add new person, then enter the contact's details.

Import CSV File -You can also import a CSV file containing your audience's contact information. Find a detailed guide on importing a CSV file here.

 

Once the sequence is successfully created, you can add email, SMS, or call steps to it. For detailed instructions, refer to our guides on adding email steps, adding SMS steps, and adding call steps.

If you have additional questions regarding creating sequences, do not hesitate to contact us at [e-mail]; a member of our team will be happy to respond to your questions and resolve any issues you might be experiencing.

Happy selling!