Sequences allow you to systematically reach out to, followup with, and communicate with your accounts. Sequences in OnCourse are crazy powerful.
Sequences are simply defined as a series of steps and tasks that will occur in a sequential order that you determine. Email, SMS, phone-calls and task types that you define can be executed in a sequential order that you define.
To open your sequences menu navigate to and click the microphone on the left navigation.
The home navigation menu will allow you to:
Create new sequences
Activate and deactivate sequences
View open, clicked, reply rates for active sequence
- Hovering over a sequence will show total communication numbers
- Hovering over a sequence will reveal the menu to edit, delete, copy
- The " . . . " menu item in the sub menu allows you to export sequence data.