Creating an Email Sequence

Email sequences are email chains that send follow-ups emails to creators based on their actions. This means creators added to a sequence will continue to receive sequenced emails until they take a specific action or the chain ends, which makes outreach automated and convenient. You can learn how to set up sequences in this article

What you’ll need

• Existing email templates if you want to use them in your sequence. You can only make sequences out of templates.

• An existing Activation if you would like to attach the sequence to a one. Attaching the sequence to an existing Activation means that the sequence’s follow-up emails will stop once the creator submits a proposal to that Activation. Learn more with Creating an Activation.

How to do it

1. Navigate to Messages > Sequences and select + Create.

2. In Step 1. Sequence basics, fill out the following fields:

   • Name: The name that will display for the sequence in GRIN. This name will not be displayed to creators.

   • Program: Select if you would like to associate this sequence with an existing Activation. If you do associate it, you’ll also need to choose an Activation from your existing ones. When a sequence is attached to an Activation, then your sequence’s follow-up emails will stop after the creator submits a proposal to that specific Activation.

3. In Step 2. Sequence emails, fill out the following fields for your first email in the sequence:

   • Subject: The subject line for the email. You can also use variables in the subject line. See Using variables for more information.

   • Body: The main body for the email. We recommend using variables to make your template bodies more dynamic, or templates to make composing the email easier, with the Insert tool. See Using variables and Templates for more information.

4. Select Add a follow up to compose the next email in the sequence.

5. In your follow-up email, fill out the following fields:

   • Send this email after: Choose the number of days GRIN should wait before sending this follow-up email.

   • Don’t send this email if we receive: Choose what conditions you want so GRIN does not send this follow-up email. You must choose at least one condition, but you can multiple if you want. You can choose between if you receive a reply from the creator, if the creator opens the email, or if you receive a proposal (to any of your existing programs) from the creator.

   • Subject: This field cannot be edited. Instead, it will be based off of the subject line you created in Step 3 for your first email.

   • Body: The main body for the email. We recommend using variables to make your template bodies more dynamic, or templates to make composing the email easier, with the Insert tool. See Using variables and Templates for more information.

6. Repeat Steps 4 and 5 for as many follow-up emails you want to include in this sequence. You can select Delete email on any follow-up emails to remove them from the sequence.

7. Select Save.

Your sequence is now ready to use!

Using variables

Variables are snippets that update automatically in the email based on the creator you're sending the email to or the account user you're sending from. For example, the “First Name” variable will automatically update to the recipient’s first name when the email is sent out. Taking advantage of variables in templates is crucial, because it lets you have maximum flexibility in creating templates that work in any situation.

You can use variables by selecting the Insert tool in the text body editor and selecting a variable from the list that appears. You can also use variables in the email’s subject line.