Your First Sequence (Welcome Sequence)

Video by the ConvertKit Team

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  • Now we're ready to start talking about sequences in particular, in this video, I'm going to walk you through how to create a brand new welcome sequence and add it to you and automation. To get to the sequences page, just click sequences at the top of the page here, then click the new sequence button.
  • You can go ahead and give your sequence a name and this will be for your own reference within your account. There are quite a few different settings that are available for sequences. In this video, I'm going to keep it mainly to the basics, but we do have separate articles in our knowledge base that go into some of the more advanced settings.
  • If you're interested in those first off, I'm going to give the first email, a subject line and then just put in some filler text. I also want my first email to send out immediately. So to set that up, I'm just going to click here under when descend then put zero into the box and the delay will change to you immediately.
  • Next, I'm going to add another email via the button on the sidebar and give that one another subject line and some more filler text. I'm going to leave the delay as is for this one. So it will send one day after the previous email in the sequence, you can keep going here and add as many emails as you like, but for the purposes of this demo, I'm just going to leave it at that.
  • Save my changes and explain a bit more about this page before moving on. So, as you can see, you can view all of the emails contained in your sequence from the sidebar here, as well as see their subject and their associated delays. So the delay here is based on when the previous email in the sequence was sent.
  • So this one day delay means that this email we'll send one day after the email, before it in the sequence, you can also see that these emails are currently in draft mode. Newly added sequence emails will need to be manually published once they're ready. And to do that, you just need to select active under the status.
  • Drop-down here for each of the emails you're publishing and then save your changes. And you can see that after they've been activated that gray draft wording goes away from the sidebar. Now on this main section of the screen, you can of course edit each email's content and subject. And you can also add filters, which will exclude certain subscribers from receiving this particular email.
  • You can also delete the email and send yourself preview versions, via email or view a preview of it in the browser. Next, if you click on the settings page, you'll see where you can select a different sending address for the sequence disabled certain days of the week. If you don't want emails from this sequence to send on those days.
  • And you can also change the default sending time, as well as the email template that this sequence will use beneath that you can select criteria to exclude from this entire sequence. So this is referring to the sequence as a whole, rather than just specific emails, like the filter feature earlier, you can also duplicate or delete your sequence from this page.
  • So now that we, we have a basic sequence created and all of the emails are published, I'm going to go ahead and add this to an automation. I'm actually going to build on top of the automation that I created in the last video in this series. So make sure you check out that video first, if you missed it in order to add to this automation, so that subscribers get added to the sequence after they received this tag, I'll just click the plus sign under the tag step, then select email sequence, and then select my sequence.
  • And now this automation has been extended. So once subscribers opt into either one of these forms, they'll receive the tag. And then after that, the automation will add them to the sequence we just created. So they'll start receiving those emails. And again, you don't have to worry about duplicate content.
  • For example, if a subscriber signs up for this first form, and then later signs up for the second form with the same email address will automatically detect that they've already received emails from the sequence and we won't rescind them those same emails.

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