Shared guide

How to automate email sequences

Step-by-step guide covering: Click Automation; Click on "Click here."; Click Select item; Click Person.

victoriaworkflowsvictoriaworkflows
·65 steps·11 views·Published
Step-by-step Guide65 steps

  1. Click Automation

    Click Automation
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  2. Click on "Click here."

    Click on "Click here."
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  3. Click Select item

    Click Select item
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  4. Click Person

    Click Person
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  5. Click Select field

    Click Select field
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  6. Click Deal Added

    Click Deal Added
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  7. Click open menu

    Click open menu
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  8. Click 10:45

    Click 10:45
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  9. Click Apply trigger

    Click Apply trigger
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  10. Click on "Click here."

    Click on "Click here."
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  11. Click on "Click here."

    Click on "Click here."
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  12. Click Send email using template

    Click Send email using template
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  13. Click Next

    Click Next
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  14. Click on "Click here."

    Click on "Click here."
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  15. Click Next

    Click Next
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  16. Click on "Click here."

    Click on "Click here."
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  17. Click Person primary email

    Click Person primary email
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  18. Click on "Click here."

    Click on "Click here."
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  19. Click Thank You Email

    Click Thank You Email
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  20. Click on "Click here."

    Click on "Click here."
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  21. Click Person

    Click Person
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  22. Click on "Click here."

    Click on "Click here."
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  23. Click Yes

    Click Yes
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  24. Click Apply action

    Click Apply action
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  25. Click on "Click here."

    Click on "Click here."
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  26. Click open menu

    Click open menu
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  27. Click 1 week

    Click 1 week
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  28. Click Apply delay

    Click Apply delay
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  29. Click on "Click here."

    Click on "Click here."
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  30. Click Emailnew

    Click Emailnew
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  31. Click Send follow-up email using templateNew

    Click Send follow-up email using templateNew
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  32. Click Next

    Click Next
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  33. Click Next

    Click Next
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  34. Click on "Click here."

    Click on "Click here."
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  35. Click Email

    Click Email
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  36. Click on "Click here."

    Click on "Click here."
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  37. Click Materials after contact

    Click Materials after contact
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  38. Click on "Click here."

    Click on "Click here."
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  39. Click Person

    Click Person
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  40. Click Apply action

    Click Apply action
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  41. Click on "Click here."

    Click on "Click here."
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  42. Click on "Click here."

    Click on "Click here."
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  43. Click 3 days

    Click 3 days
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  44. Click Apply delay

    Click Apply delay
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  45. Click on "Click here."

    Click on "Click here."
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  46. Click on "Click here."

    Click on "Click here."
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  47. Click Send email using templateSends an email with a template from your personal email account

    Click Send email using templateSends an email with a template from your personal email account
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  48. Click Next

    Click Next
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  49. Click on "Click here."

    Click on "Click here."
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  50. Click Next

    Click Next
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  51. Click on "Click here."

    Click on "Click here."
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  52. Click Person primary email

    Click Person primary email
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  53. Click on "Click here."

    Click on "Click here."
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  54. Click Opening channels again

    Click Opening channels again
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  55. Click on "Click here."

    Click on "Click here."
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  56. Click Person

    Click Person
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  57. Click on "Click here."

    Click on "Click here."
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  58. Click Yes

    Click Yes
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  59. Click Apply action

    Click Apply action
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  60. Click on "Click here."

    Click on "Click here."
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  61. Press a

  62. Type "Email Sequence" in Untitled 01/21/2026 17:17:24

  63. Click Save

    Click Save
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  64. Click Save

    Click Save
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  65. Click on "Click here."

    Click on "Click here."
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