Initiating a series of Texts or Emails

A Series allows you to send a sequence of one or more text messages or emails to your contacts. If you use LMS Client Connections, your series may already be set up for you—you simply need to choose the appropriate series and select the contacts who should receive it.

1. Click the Automation lightning bolt from the menu.

2. Scroll down and select Series.

3. Select Templates

4. Choose the folder containing the series you want to use. For example, LMS users can select LMS Client Connections.

5. Select either the Text Series or Email Series you want to initiate.

6. Click the button next to the series you want to use, then select Send.

Next, select the contacts who should receive the series.

You can choose individual contacts by name, select multiple contacts, or select an entire Contact List.

For example, if you have imported a group of untouched leads into a Contact List, you can select that list to start the series for everyone in it at once.

Once you have selected your recipients, click Preview.

The preview screen allows you to confirm what you are about to send before starting the series.

Pay attention to the message type shown in the preview. If you selected a Text Series, the preview will show that a text is being sent. If you selected an Email Series, it will show that an email is being sent.

This is a good opportunity to double-check that you selected the correct series and recipients.

Once everything looks correct, you can choose to start the series immediately or schedule it to begin at a later time.

After the series is initiated, the selected contacts will begin receiving the messages included in that series according to its pre-set schedule.

Tip: If you're using LMS Client Connections, be sure you're selecting the correct series for the type of contacts you're following up with, such as an Untouched Leads series.