Help Topic: How to start a Sequence for a single record

This lesson explains how to start a Sequence for a Single Record.

Go into the record of the Contact or Candidate from where you wish to start a Sequence and click on the blue box to the right with 3 white lines to reveal the Action Menu. Towards the bottom of this menu you will see the option to Start a Sequence.  

1. Select the Template you wish to send from the Sequence Template dropdown
2. Set Start On date for the Date you wish the Sequence to begin
3. Set a time for when you would like the Sequence to Start After
4. From the Send From dropdown, select either to send from the TrackerRMS Sequencer, (where all bulk sends are fully managed on your behalf), or select to send from your own Mail Account
5. Click the blue OK button to set the Sequence.