Table of Contents

Create a sequence

Gmelius Updated by Gmelius

Plan: Growth & above

You can create and manage your Sequences from your Gmelius dashboard.

Instructions

To create a sequence, click on the "New Sequence" blue button on the top right corner, you will be directed to your sequence's flow builder.

Direct URL: https://gmelius.io/automation/sequences/create 

A Gmelius sequence always starts with an email.

Set the first step - Create Send Email

You can use your existing Gmelius templates or create a new email from scratch using as many variables as needed to personalize the content of your message, and insert your Gmail signature.

This completes the 1st stage of your sequence. Gmelius sequences' support as many stages as you need.

Add steps to your sequence

To create a new stage, just click on the big pink "+" button.

You'll see different conditions ("IF": replied, not replied, opened, not opened, ...) and different possible actions ("THEN": send email, add to a board, add a label, add a note, ...).

"If" Conditions

First choose one of the following conditions, that follows the "If:"

  • Not replied: if you do not get any reply
  • Replied: if you get a reply
  • Upon reply: once you get a reply (no time period defined)
  • Not opened: the recipient has not opened the email
  • Opened: if the recipient opened the email
  • Upon read = once the email is read/open (no time period defined)
  • Regardless = without any condition
Resulting Actions

After selecting the period of time in which you want the condition to be verified (when applied), you select an action next to "Then":

  • Send email: create an automated email follow-up
  • Move to board: move the email to a board, to a specific column
  • Add label: apply a label to the email
  • Remove label: remove the email from a label
  • Snooze: the conversation will pop at the top of your inbox
  • Add a note: type a note in the email without @mention
  • Archive email: removes the email from your inbox

Settings

After adding steps to your sequence, you can edit the sequence settings. 

Click the Settings tab.

Here is a list of the available options to edit.

  • Rename your sequence
  • Allow recipients to be enrolled in the same sequence multiple times.
  • Insert the content of previous emails inside your emails.
  • Un-enroll recipients from receiving additional emails in this sequence upon reply.
  • Block recipients from being enrolled in different sequences at the same time.
  • Include an unsubscribe link.
  • Pause the flow during weekends.
  • Share and allow other users to edit the sequence

How did we do?

Enroll contacts in a sequence

Contact