How to create a Sequence

Creating Sequences

How to create sequences for marketing campaigns

Introduction

• Purpose: This guide will walk you through creating a new sequence in Thriwin. You'll learn how to prepare marketing lists, templates, and email senders before configuring the sequence using the Sequence Creator tool.

Step 1: Prepare Prerequisites

• Description: Before creating a sequence, ensure the following steps are completed: some text
  •  Create a Marketing List: Add the list of contacts to target.
  • Add Templates: Set up email templates to be used in the sequence. 
  • Configure Email Senders: Ensure the email senders are properly configured and verified.

Step 2: Open the Sequence Creator

• Description: Navigate to the Sequences List Page and click on the Add (+) button to open the Sequence Creator tool.
• Screenshot: 

Step 3: Configure Sequence Details

• Name the Sequence: Enter a meaningful name for your sequence in the Name field to easily identify it later. 
• Set the Start Date:  Select the Start Date for when the sequence should begin sending emails.
• Configure the Schedule: Choose the days and times for the sequence to be active: Use the toggle buttons to enable or disable specific days of the week.Set the From and Till times for email sending within each active day.

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Step 4: Create Sequence Steps

• Add the First Step
  • Select an email template for the first step in the sequence.

• Optionally, use AI to generate variations of the original template. You can edit and select the AI-generated templates based on your requirements.

• Add Delays and Subsequent Stepssome text
  • Insert a delay between the first and second steps. This defines the time gap before the next email is sent.
  • Select a new template for the subsequent step.

• Action 3: Use A/B Testingsome text
  • In any step, enable A/B Testing to compare the performance of two different templates.
    {{screenshot}} (A/B testing setup screen)
  • Add two templates for the test and track their KPIs (e.g., open rates, click rates) to determine the better-performing version.
    {{screenshot}} (KPI comparison for A/B testing)

Step 5: Email Senders and Tracking

• Description: In this step, you will configure the email sender, set tracking preferences, and customize unsubscribe options for your sequence.

Action 1: Select an Email Sender

1. Choose an email sender from the Email Sender's dropdown list.some text
   • The availability of the sender is displayed below their name. 
   • For example, "Sender available from [date]." 

(Optional) Add CC and BCC recipients to send copies of the sequence emails to additional addresses. 

Action 2: Configure Email Sending Limits

1. Specify the Maximum number of emails to be sent per day per email sender. 
2. For example, enter 200 to cap the daily limit at 200 emails.
3. You can see the sender limit of each email in Email Senders List page

Action 3: Enable Tracking and Unsubscribe Options

1. Enable Open Tracking to monitor whether recipients open the emails.
2. Check Add Unsubscribe Link to include an unsubscribe option in every email.some text
   • Customize the Unsubscribe Message to match your communication style. For example:
     "If you'd like to unsubscribe and stop receiving these emails, click here." 
3. (Optional) Check "Email to contacts who are part of previous sequences within 30 days" if needed.

Action 4: Proceed to the Next Step

Once all configurations are complete, click the Next button to continue to the final step.

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Step 6: Email Senders and Tracking

• Description: Review all the details of your sequence in this step:

1. Verify the sequence name, schedule, and steps.
2. Confirm sender configurations and tracking options.
3. Once satisfied, click Submit to activate your sequence.

FAQs

• Question 1: When will my emails be scheduled?
  • Answer: Emails will be scheduled on every valid date specified in your sequence.
• Question 2: What happens if I add multiple senders, but only one is available?some text
  • Answer: Emails will be sent from the available sender until the next one becomes active.
• Question 3: What if I set the email limit higher than the sender's actual limit?
  • Answer: The email limit for each sender will always take precedence, ensuring the platform respects the limits configured for the sender.

Best Practices

1. Use Different Senders for Different Sequences:
   To avoid overloading a single sender and improve deliverability, assign different senders to different sequences.
2. Test Templates Before Launch:
   Use A/B testing to determine which email template performs best before sending it to the full audience.
3. Monitor Sender Availability:
   Regularly check the availability of email senders to ensure continuous delivery without interruptions.
4. Keep Unsubscribe Options Transparent:
   A clear unsubscribe message improves user trust and reduces the chances of your emails being marked as spam.
5. Limit Frequency of Emails:
   Avoid sending too many emails within a short period to prevent overwhelming your audience.

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Need More Help?

• Contact Support: Reach out our Support Team

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