Sequencing Overview

Welcome to the Sequencing Overview article! 

Email sequencing with Current allows you to send preferred automated emails to a list of your chosen ambassadors and creators over a set timeframe. It helps nurture your creator relationships, keep them engaged, and guide them through different stages of your campaign funnel.

Please note: The Sequencing feature may not be available for all users. If you don’t see this option within your hub or are having issues with this step, feel free to contact us at Current with any questions. 

Let's get started! 

Finding Sequencing in your Hub

After logging into your Current hub, navigate to the Communication tab on the left-hand menu and click on Sequencing.

Let's create a new sequence together! 

Creating a New Sequence

 

Once you enter the sequencing tab, you'll see the option to create your first sequence in the center of your screen.

After clicking "New Sequence," a pop-up will appear.

• Here you will name your sequence and choose the system email address you set up for sending and receiving emails. 
  • Please refer to our Account Settings Overview article for setting up your System email in your Current hub. You will need to have this set up in order to utilize the Sequencing feature. 

Steps Contacts Settings

After completing the above prompts, you'll enter the Steps tab of your sequence where you can refine and plan each step, as well as toggle the sequence between active and inactive. If you're not ready to activate it, you can keep it inactive until it's just right!

You will see that default steps will already be in place. Not to worry, you can delete, edit, or update these with your detailed content, along with viewing insights like sent, opened, and reply reports on each step.

• Note: the first email/step is set to send automatically.
  • For later steps, you have the ability to adjust the send time based on interaction and choose whether to send them as part of a thread or as standalone emails. 

Overall, this stage offers plenty of editing options for your sequence.

Next, we will navigate to the Contacts tab. 

This is where you will add the contacts you want to include in this sequence. As discussed in our Recruit and Program Overview article, you can create specific lists from existing contacts.

• Any lists you create there can also be accessed and added in the contacts tab of your sequence.

Lastly, let's visit the sequence Settings tab. 

After entering your sequence settings, the following screenshot will reflect what you see on your end. The only difference is that it will instead feature the email address you choose in the first step of creating a new sequence. 

Lastly, let's navigate the following tabs to explore what you'll see at the top of your Sequencing Dashboard after your sequence is created.

If you need further assistance with Sequencing in your hub, please don’t hesitate to submit a contact request to our team. We’re here to help!