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Create a sequence using blueprints
Create a sequence using blueprints
Updated over a week ago

Blueprints are ready-to-use sequences with pre-written steps that you can easily customize and send to your contacts. Blueprints are available for both ongoing and scheduled sequence types and include a variety of different recruiting, workforce, sales, and marketing use cases. To create a sequence using Blueprints, complete the following steps:

  1. On the Automation page, click Sequences in the left sidebar, then click Create New.

  2. Click Blueprints.

  3. Use the dropdown menus to filter the different blueprint options:

    1. Sequence type: Filters the available blueprints based on the delivery options:

      • Steps by ongoing days and time: Delay the delivery of your sequence messages using a specific number of days, hours, or minutes.

      • Steps by scheduled date and time: Schedule the delivery of your sequence messages on specific times and dates.

    2. Use Case: Filters the available blueprints by any or one of the following texting use cases: recruiting, workforce, sales, or marketing.

  4. Click Choose.

  5. On the Update sequence details pop up, enter the following information:

    1. Sequence name: Enter a name for the sequence.

    2. Sequence type: This option uses the default settings.

    3. If contact replies to sequence message: Select one of the following next step options:

      • Mark finished: When the contact replies to the message, your sequence marks the conversation as finished and will not proceed to the next step.

      • Continue to next step: When the contact replies to the message, your sequence proceeds to the next step.

  6. Click Create to save your sequence.

  • After your blueprint sequence is created, you can edit or add the steps to customize the workflow, then start enrolling contacts.

  • When you are ready to activate your sequence, use the toggle switch next to the sequence name to set your sequence to Active (blue).

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