Understanding Sequences

In CreamSoda, a sequence is an automation tool designed to make follow-ups with potential customers easier and more organized. Think of it as setting up a plan for sending a series of emails or scheduling tasks and meetings for your team over time. Sequences help make sure that no one gets forgotten, even if you have a lot of people to contact.

When someone replies to an email or books a meeting, they’re automatically taken out of the sequence so you don’t keep following up unnecessarily. By setting up sequences, you can keep up with leads or customers without having to do everything manually. You can use sequences to work toward different goals, like building relationships with new leads or keeping in touch with past customers.

How Do Sequences Work? 

Let’s say you’ve just met a bunch of potential customers at an event. Instead of reaching out to each one manually, CreamSoda sequences let you create an automated plan for following up. This plan, or sequence, sends emails, schedules meetings or calls, and even sets up tasks for you or your team.

Here’s how the main parts of CreamSoda sequences work:

1. Scheduled Actions: You can schedule a series of emails, tasks, and meetings, which then run automatically according to your plan. This keeps your contacts engaged without you needing to remember each step.

2. Conditional Actions: With conditional actions, you can reach out only to people who show interest. Here’s how it works:

   • For those who opened your email: Follow-up emails are only sent to people who opened your previous email.
   • For those who clicked on a link: You can send targeted follow-ups to people who clicked a link in the email, showing they’re more interested.

3. Pausing Actions: If you want to review or adjust something before it goes out, you can pause the sequence. For example, if a task needs a personal touch, you can halt the automation until it’s marked as done. This gives you more control.

4. Sequence Completion: A sequence ends when all the scheduled actions are completed. But if any actions are paused or conditional emails aren’t triggered, the sequence will stop if they’re not completed by a certain date.

Benefits of Using Sequences in CreamSoda

Using sequences makes it easier to keep up with customer and lead engagement. Here’s why:

• Personalized Outreach: Conditional actions let you reach out only to the people who are most interested, making your messages feel more personal.
• Less Routine Work: With automated emails, tasks, and meetings, sequences help you stay organized and save time.
• Adaptable Workflows: Pauses and conditions give you flexibility, letting you reach out at the right moment.
• Engagement Insights: Sequences show you who’s opening, clicking, or replying, so you can focus on those most likely to engage.

With sequences, CreamSoda helps you stay on top of your outreach, build stronger connections, and spend more time on what matters.