How to build a sequence from scratch

1. 1
   Step 1:

   In the menu, open Promote › Automatic sequences and click New journey.

   

2. 2
   Step 2:

   In Information, write the Name. In Re-entry, decide whether the same contact can go through the sequence more than once.

   

3. 3
   Step 3:

   Click the Start step and, in When should it run?, choose the trigger: contact created, tag added, form submitted, deal won, among others. Some triggers require a detail, like the tag.

   

4. 4
   Step 4:

   Click the + below the step (Add next step) and choose what comes next: send an email or WhatsApp message, wait, check a condition, change tags, or move a card.

   

5. 5
   Step 5:

   With the step selected, adjust the details in the panel beside it. For a wait step, for example, set the Time in minutes, hours, or days.

   

6. 6
   Step 6:

   Repeat the + for each step. Here, after the wait, the sequence applies a tag.

   

7. 7
   Step 7:

   Click Save draft to keep it without turning it on, or Save and activate to make the sequence go live.

   

8. 8
   Step 8:

   The sequence appears in the list, with the trigger and the number of steps.

   

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