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Overview of Sequences

This lesson gives an overview of the Sequencing Functionality. The sequencing function is based on allowing a sequence of emails or text messages to be authored, and a schedule or sequence cr...

How to review existing Sequences in flight

This lesson explains how to review existing Sequences in flight. If you want to see all sequences in flight and who is enrolled in each, there is a new "Sequences" page within the "Campaigns" menu....

How to stop a Sequence

This lesson details how to stop a Sequence or Sequences. At any point during a sequence, you can stop one or all sequences against a person by ticking the check box next to their name and using ...

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 ...

How to bulk start a Sequence for Multiple Records

This lesson explains how to start a Sequence for bulk records. To bulk start a Sequence, you can be in either a specific list of Contacts, Candidates, or perhaps a Job Shortlist or Longlist. In e...