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:
On the Automation page, click Sequences in the left sidebar, then click Create New.
Click Blueprints.
Use the dropdown menus to filter the different blueprint options:
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.
Use Case: Filters the available blueprints by any or one of the following texting use cases: recruiting, workforce, sales, or marketing.
Click Choose.
On the Update sequence details pop up, enter the following information:
Sequence name: Enter a name for the sequence.
Sequence type: This option uses the default settings.
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.
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).