Sequence
Your sequence is a map
A campaign is drawn on a canvas from top to bottom: what is sent, how long to wait and what happens next. A new campaign opens with a starter sequence you can change.
- Seven step kinds: Email, Wait, Wait for a reply, Condition (opened or clicked the last email), Move to CRM, Hand to a person and End.
- Each open port shows a + to add the next step right there, such as After Interested. Drag steps, draw a line between ports, press Backspace to remove one.
- Tidy up lays the map out neatly. Notes for the team sit on the canvas and are never sent.
- A live checker names what is wrong in words, such as a wait with no number of days or a step that isn't connected, and rings the step.
- It saves as you go and Undo goes back 50 steps. Once the campaign runs, each card shows how many leads are on it now, and edits apply from each lead's next step.