How to create an automated sequence from a template
Start a message sequence from a ready-made template, like welcome or re-engagement, and adjust it to fit your business.
1 min readBasicUpdated on November 12, 2026
Where to find it in Cognizy
Video lesson coming soon. For now, follow the steps below.
An automated sequence sends messages, waits, checks conditions, and applies tags on its own, starting from an event. The templates come with the flow already built: you just review the texts and activate it. On the screen, the sequence also appears under the name journey.
Where to find it in Cognizy
Before you start
- For email steps, make sure your company email is set up and your message templates are ready.
Step by step
- Step 1:
In the menu, open and click Use template.
- Step 2:
The Journey templates window lists the templates, showing what each one does and how many steps it has. Click the one that best matches what you need.
- Step 3:
The editor opens with the template's flow already built. In Information, adjust the Name and Description.
- Step 4:
Click each step of the flow to review it. The side panel shows what it does: which message it sends, how long it waits, or which condition it checks.
- Step 5:
Click Save draft to save it and continue later. Once everything is reviewed, use Save and activate to make the sequence go live.
How to know it worked
After saving, the sequence appears in the Sequences list, either as a draft or active.
If something goes wrong
I can't activate the sequence.
Some step is incomplete. Click each step and fill in what's missing, such as the message template or the tag.
Next step
Build a sequence from scratch, with the trigger and steps you choose.
Sign in with your Cognizy account to save your progress.
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