Email sequences are the backbone of building relationships with your contacts on autopilot. Instead of manually sending follow-ups or remembering to nurture your leads, a well-crafted email sequence does the heavy lifting for you. Let's walk through how to set this up in IVOREY.
Watch this 9 minute training, or skip to the help article below to read the steps instead
Step 1: Decide if you want to send plain text or a fully-designed email
When it comes to connecting with your audience through email, both plain text and designed emails have their place in your communication strategy. Let's explore both options so you can choose what works best for your needs.
Plain text emails feel like they're coming directly from you - like a personal note you'd send to a friend.
Designed emails are far more branded and polished, which can also sometimes feel more promotional.
When you're setting up an email sequence in Ivorey - you can choose either, or a mix of both!
Step 2: Optional - Create your email templates if you want them designed
Understanding Ivorey's Email Templates
Under [Marketing] then [Emails] then [Templates] you'll see a library of pre-built email templates ready for you to customize. If you don't see these templates in your account, just pop us a message in the chat widget and we'll add them for you right away.
Think of email templates as your building blocks - they're the individual emails you'll use in workflows. The beauty of IVOREY's template system is that once you edit a template, it updates everywhere that template is used. This means you can refine and improve your messaging over time without having to hunt down every place you've used that email.
Creating Your Email Templates
Start in the Marketing > Emails & Templates section. Here you'll find a variety of pre-written templates for different purposes - from welcome series to follow-up sequences.
When customizing your templates:
Give each template a clear, searchable name so they are easier to find when you build the email sequence. You might like to add a prefix such as "Final" before each email you finish creating/customising.
Set a compelling subject line under the Settings section (or leave it blank to customise later)
Save your changes
Step 3. Create your email sequence
Now comes the fun part - putting your email sequence together by creating a workflow!
Go to [Workflows] then [Create New] and name your workflow something clear like "Email Sequence - Welcome (For New Leads)"
Click on the + to add your first action "Send Email"
In the panel that opens on the right, you can either write your plain-text email, or pull-in an email template from the drop down list.
Create a subject line, or if left blank it will default to the subject line of the template you pulled in.
Click on the + again to add your next action called "Wait"
Set the wait to however many minutes/hours/days you'd like the contact to wait before proceeding to the next step of the workflow.
Continue alternating between "Send Email" steps and "Wait" steps to build out your desired sequence and journey.
Once you're happy with your sequence, toggle it to "Publish" in the top right then hit [Save].
Step 4. Enrol contacts into your sequence
Add A Trigger: A trigger is the very top step of your workflow which sets the rules for who is allowed to come in. If you don't have anyone to enrol now, you can set a trigger that will apply from as soon as you hut publish.
A common example for a trigger could be when a contact is tagged with a certain tag, or when a client purchases a certain product. You can said one trigger, or many triggers, based on who you want into this sequence.
Note that these triggers will only apply for anyone who meets that rule once the workflow is published, and will not back-date to anyone prior.
Manually Enrol Contacts: If you have people you want to add to this sequence now, you can search them in your contacts list, then click the robot icon called "Add To Automation" which will bulk-enrol them to the first step of the workflow.
If your workflow is not showing up in this step, it means you have not yet published it to go live.
Need Help?
Reach out via the Ivorey chat widget and our technical support specialist will be able to assist!