How to Set Up Follow-Up Sequences
Build a simple sequence with a delay and a human-friendly pause rule.
- 1
Start from CRM → Campaigns and create a workflow.
- 2
Choose a trigger—for example, Lead created.
- 3
Add a delay (e.g., 5 minutes or 1 day) before the first touch.
- 4
Layer SMS or email actions with varied messaging per step.
- 5
Enable logic to exit the sequence when a reply is detected.
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