How to set up a Sequence Automation

Step 1: Access the Sequence Creation Page

• Navigate to Automations > Sequences.
• Click on the Create button.

Step 2: Enter Record Details

1. Name: Enter a descriptive name for your automation. This is a required field.
2. Description: Provide a brief description of what the automation will do.
3. Status: Select "Created" from the drop-down menu to save it as draft.

4. Scheduling
   • Sequence Start: Select the start date for the sequence. Leave blank to start if you want the sequence to start running immediately when the status is set to 'Running'.

5. Automation Settings
   • Ongoing Automation?: Check this box to keep the automation running that matches the rules.
   • Process Once?: Check this option to ensure each record that matches the rules will only be processed once.
   • Every: Enter the interval number.
   • Interval: Select the time unit (e.g., Day, Week, Month).
   • Sequence End: Select the end date for the sequence if needed. Leave blank to never end.

Step 3: Define Your Audience

• The Query Builder is a powerful tool that enables you to create precise audience criteria. You can filter your audience based on various details, ensuring your automated sequences target only the desired records.

Select Filters:

Apply filters to narrow down your audience using these components:

• Approvals: Select your audience based on recent activities done through approvals.
• Bank Accounts: Bank account information or activity.
• Calls: Include members who have made or received a certain number of calls or certain call types.
• Cards: Target an audience based on their card usage or details.
• Documents: Filter by documents uploaded, shared, or signed by the members or document dates.
• eMandates: Select members who have active or expired eMandates.
• Finance Documents: Filter members based on specific finance documents they have interacted with.
• Lists: Use existing lists to include in your audience.
• Messages: Target an audience based on the messages they have sent or received.
• Subscriptions: Include members with specific subscription details.
• Transactions: Filter based on transaction history and details.

Once you have selected the appropriate filters, apply them to generate your audience list.

Step 4: Choose your Action

• Assign Owner(s): Within this action you'll be able to assign records to a specific owner or visibility group. Visibility groups are sets of users who have access to specific records. These groups can be predefined by administrators under Access Settings. An Owner, is a team member who holds responsibility for specific records. This ownership grants them authority over the management related to those records.
• Email: The Email action is used to notify someone instantly when a new record meets the criteria set in an automation.
• Lists: Automatically add or remove records from specific lists based on the set rules.
• Properties:
• Scores: This action involves assigning a score to each lead based on various criteria, which may include their interactions, demographic information, and behavioural patterns.
• Tags: Automatically add or remove tags from specific records based on the set rules. Tags are typically used to label or categorise leads or accounts for easier filtering and organisation.

Step 5: Save

• Review all the criteria and actions you have set.
• Click on the Save button to save your sequence configuration.

By following these steps, you can effectively create an automation, ensuring better management and prioritisation of your leads and accounts.