Sequences

What is a sequence? 

Sequences are action elements which allow for the time-controlled sending of emails - the heart of every campaign, so to speak. They are the autoresponder with which you manage your scheduled emails. A sequence always starts with a start event element - that's why the element is preset by default.

In the following example, several emails are sent at varying times. The first email is sent as soon as the user enters the sequence. The second email is sent after 1 day and the third email is sent after 3 days. As usual, you can drag & drop the elements into the workspace. 

Note: Sequences have goals

Sequences should have measurable goals, such as selling a product or visiting a website. If a sequence is linked to a target event, the sequence stops as soon as the goal is accomplished. 

An example:

You want a customer to buy your product. You have 5 emails in your sequence, all containing a link to your product. After the customer has received the second email, they decide to buy. So they click on the link and buy your product. This means that they do NOT receive the 3 other emails from the sequence, since the goal has already been reached. Your customer jumps out of this sequence onto the next element (e.g. they get a tag with "Product bought" etc...). 

However, if you want the reader to receive further emails from the sequence even after the goal has been reached, you can configure this in the settings of the event element.  

Element: Send email

The action element "Send email" sends an email to the user. You will immediately notice the similarity to the element "Confirmation email". But there are two additional, rather helpful functions: you can create email templates and load existing ones. We recommend that you save an email as a template. This template can contain a personal salutation with the corresponding variables and legal notice etc....

You will find the second function below. This allows the drafted email to be sent to you for testing. Of course, you will not see any personalised variables in the test email.

Tip: Insert placeholders for personalisation

You can insert placeholders into your emails, e.g. for the personalised salutation. To do this, click on the [T] (Add Token) in the editor and choose the placeholder for your personal field. Salutations must have already been defined in your CSV database of contacts, or the information must have previously been entered into the form. 

Element: Timer

The timer allows you to automatically send emails. You set a time period ranging from a few minutes to days or months. Depending on the context, you can even set the days of the week and the time. If desired, you can also select or exclude months, e.g. if you are going on holiday and cannot respond to emails in a timely manner. 

Tip: Set timer for testing

To help you test the campaign later on, you should always set all timers to 5 minutes. If everything goes according to plan, you can set the times correctly afterwards. 

Element: Date timer

With the date timer, you can determine on which date and at what time your emails should be sent. You can choose whether you want to react to a fixed date, to a date transferred from a contact field, or to a birthday. 

Fixed date

Would you like to send an email on a certain day (e.g. certain celebration dates, an anniversary, Christmas...) and at a certain time? Then choose the fixed date. 

An example:

In a Christmas campaign, all contacts that come into the sequence during the year can wait for the timer with the setting 24.12/ 12:00. The email will be sent exactly at this time to all contacts who up till that point are on the list.  

What to do when the date expires:

Of course you can also specify what to do with the contacts after the date expires:

If you set "Stop", no more emails will be sent to new contacts after the limit has been exceeded. This makes sense if you're sending event-related emails when the event is over and people still end up in the campaign.  

If you set "Next", new contacts will also move to the next element once the date expires. 

Date from a contact field 

You can also respond to data from contact fields. Let's say the contact has registered for a webinar. In the contact field, the date and time are transferred to Quentn. You can now set an email reminder, for example, to appear one hour before the webinar begins. 

If you only have a specific date but no time in the contact field, Quentn assumes that the time is set for 00:00. 

Date of birth

You can now also react to birthdays, provided the date has been stored. The contact has indicated their birthday and you want to congratulate them. If this is the case, please checkmark the box "Ignore year" (the contact's year of birth is in the past, but you may wish to congratulate them this year). 

What to do when the date expires:

If the specified date has already passed, contacts are either stopped or forwarded directly.

What to do with an empty field: 

If the contact field is empty, contacts are either stopped or forwarded directly. 

Warning: Timer settings

Please note that the timers always use the target date/time that was set for the event when the contact was made. If you make changes, e.g. shortening the waiting time, this change only applies to contacts who gain access to the event afterwards. The other contacts already waiting will receive the next email at the time set previously. 

Step-by-step: 

  • Complete the sequence. 
  • Name all the elements. 
  • Link all elements in a logical sequence with arrows from left to right. 
  • Close the sequence by clicking on the button at the top.