Set up Sequence Automation

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Beetexting

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Nurture your sales leads and customers with sequence automations. A sequence automation is a series of text messages sent automatically to contacts on a specific schedule you choose. Typically, a sequence is triggered by when a lead/customer texts you a specific keyword that is programmed to initiate the sequence.

How to Create a Sequence Automation with a Keyword Trigger

  1. Open the Beetexting app on your desktop computer (not on your mobile device).
    1. Select "Tools" in the left-hand column
    2. Navigate to "Automations" in the top row
    3. Select "Create automation"
  2. Title your automation (this is an internal title - no one else sees this outside the organization).
  3. For your conditions, change the dropdown to "Message Received" and "Exactly Matches".
  4. Add your keyword. (A good keyword idea: "JOIN")
  5. Now it's time to add your actions - you are going to add two actions:
    1. For your first action: change the dropdown to "Send a reply immediately".
    2. Write your reply in the text box provided.
      1. Here's an example: “Thank you for your interest in XYZ company! We’re so glad you’re here. To serve you best, what services are you interested in? You can reply here. Msg&data rates apply. Reply STOP to opt-out or HELP for more info"
    3. Next select "add action".
    4. For your second action: add a tag action in order to keep track of all your contacts who have opted-in for promotional messages from you. Change the dropdown to "Add tag to contact immediately" and choose your tag.
      • A good tag word for leads: “Lead”.
    5. Once you're done simply turn the automation ON and select "Create"
    6. Great work! You've completed your first sequence automation using a keyword for gathering inbound leads. You can always revisit this automation later to add additional messages to your sequence.