Overview #

Taskip’s Email Sequence feature automates follow-up emails within the Sales Pipeline. Users can set triggers based on deal activity and create multi-step sequences to engage prospects efficiently.

1. Initializing an Email Sequence #

To set up an email sequence for a deal:

Steps: #

1. Navigate to Sales Pipeline
   • Click on Sales Pipeline from the left sidebar.
   • Select a deal from the pipeline.
2. Open the Email Sequence Tab
   • Inside the deal, click on the Email Sequence tab.
3. Click “Initialize”
   • If no sequence exists, click “Initialize” to start.
   • A setup modal will appear.
4. Fill in the Required Details
   • From Email: Select the sender’s email.
   • Title: Enter a name for the sequence.
   • Trigger Type: Choose when the sequence should start (e.g., Deal Closed Date).
   • Description: Provide an optional summary.
5. Click “Initialize” to save.

2. Setting Triggers for an Email Sequence #

A trigger determines when the email sequence starts.

Steps: #

1. Go to the Email Sequence Tab
   • Inside a deal, click on Email Sequence.
2. Click “Update Sequence”
   • This opens the update modal.
3. Select a Trigger Type
   • Options:
     • Deal Created Date – Triggers when a deal is created.
     • Deal Closed Date – Starts after the deal is closed.
     • Deal Stage Change – Triggers when the deal moves to another stage.
     • Deal Task Complete – Starts when a task in the deal is completed.
     • Deal Meeting Complete – Triggers after a meeting is completed.
     • Custom Date – Allows a manual start.
4. Click “Update” to save.

3. Adding Email Steps to the Sequence #

Once a sequence is initialized, follow these steps to add email steps.

Steps: #

1. Click “+ Add Step” in the Email Sequence tab.
2. Fill in Step Details:
   • Step Title: A name for the email step.
   • Email Subject: The subject line of the email.
   • Wait Days / Hours: The delay before sending this email.
   • Email Content: Write your email body. Use dynamic variables like:
     • {{Name}} – Recipient’s full name.
     • {{Email}} – Recipient’s email.
     • {{Workspace Name}} – The workspace name.
3. Click “Add Step” to save.

4. Managing and Updating the Email Sequence #

• Edit Steps: Click on an email step to modify it.
• Reorder Steps: Drag and drop email steps to adjust the sequence order.
• Delete Steps: Remove unwanted steps by clicking the delete icon.

Conclusion #

Taskip’s Email Sequences help automate deal follow-ups based on various triggers. With flexible scheduling, personalized emails, and sequence tracking, you can improve your sales engagement effortlessly.