Creating a Sequence with Email and Call Steps

Sequences are an essential part of engaging with prospects in FlashInfo Engage. Before you can add people to a sequence, you must first create one.

Step 1: Access the Sequence Tab

1. Click on the "Sequence" tab within FlashInfo Engage.

Step 2: Create a New Sequence

1. Click on the "Add Sequence" button.
   

Step 3: Add Email or Call Steps

1. Choose to add an "Email Step" or a "Call Step" to your sequence.
   
2. For email steps, enter the email subject and content.
   
3. For call steps, use Text to Speech or upload a recording file. The dialer will automatically call the contacts and play the message.
   
   

Step 4: Customize Sequence Settings (Optional)

1. Adjust the delay between steps if desired.
   
2. Edit the sequence settings, such as schedule and status flow, if necessary. You can also leave the default settings unchanged.
3. Edit the sequence title to better describe its purpose.
   

Step 5: Save the Sequence

1. Click "Save" to finalize your sequence.
   

Once you have completed these steps, you will have successfully created a sequence in FlashInfo Engage. You can now add contacts to the sequence and begin engaging with prospects using the steps and settings you have configured.