Sequence Listing

Overview

The Sequences page allows users to create and manage multi-touch outreach sequences.

Feature

Sequence List

Campaigns display in table or card view with the following information

Sequence Create

Click Create Sequence button to Open Sequence Builder

Sequence Creating

Overview

The Sequence Builder is a visual drag-and-drop interface for creating multi-channel outreach sequences with conditional logic. It uses a flow-based canvas where users can add steps, connect them, and define branching paths based on contact engagement.

Node Types - Add Node

Click the + button on any node to open the Add Step popup. Choose the type of step to add to your sequence.

Email Node – Automated

Send automated email with branching capabilities based on recipient engagement.

Properties:

Field	Required	Description
From Email	Yes	Enter a custom email address under the system domain (@theaccessgroup.com)
Display Name	No	Name shown to recipients
Content Library	Yes	Select from Email Template in Content Library
Track Reply Emails	No	Toggle to enable tracking email replies from recipients
Reply-To	No	Shows if “Track Reply Emails” is toggled on. Is the email address that the lead replies to
Attachments	No	Add file attachments to the email
Wait Time	Yes	Wait time for a lead status to move from email delivered to “No response” Default: 1 week
Test Section	No	Send a test email to the input email address to verify your configuration before activating the sequence.

Branching Outcomes:

Replied - Contact responded to the email.
Opened Email - Contact opened but did not reply.
Pending - Awaiting response.
No Response - Contact did not respond within timeframe.

SMS Node – Automated

Send an automated SMS message to the Lead’s mobile number.

Properties:

Field	Required	Description
Content Library	Yes	Select from SMS Template in Content Library.
SMS Content	Yes	Load if a SMS Template is selected, allow editing.
Wait Time	Yes	Wait time for a lead status to move from SMS delivered to “No response” Default: 1 week.
Test Section	No	Send a test SMS to the inputted phone number to verify your configuration before activating the sequence.

Branching Outcomes:

Replied — Contact responded to the SMS.
Pending — Awaiting response.

Phone Call Node – Manual

Create a manual outbound call task assigned to the campaign owner. Task appears in the Tasks module for execution.

Properties:

Field	Required	Description
Content Library	No	Select from Phone Script in Content Library
Execution Window	Yes	Sets the deadline timeframe for when a task must be completed
Call Notes	No	Load if a Phone Script Template is selected, allow editing

Branching Outcomes:

Depends on the user selected outcome of the Task, the lead will be moved to the corresponding branch:

Engaged.
Pending.
Not Interested.
No Response.

LinkedIn Node – Manual

Properties:

Field	Required	Description
Content Library	No	Select from LinkedIn Connection Request Message Template in Content Library
Execution Window	Yes	Sets the deadline timeframe for when a task must be completed
Call Notes	No	Load if a Connection Request Message Template is selected, allow editing

Branching Outcomes:

Depends on the user selected outcome of the Task, the lead will be moved to the corresponding branch:

Completed.
Skipped.

Wait Node – Automated

Pause the sequence for a specified duration before proceeding to the next step.

Properties:

Field	Required	Description
Delay Duration	Yes	Numeric value specifying how long to pause before executing the next sequence step.
Delay Unit	Yes	Defines the time measurement for Delay Duration Default value: Hours.