How to create an email sequence for qualified leads with AI

0:00Introduction

In this tutorial you'll create an automated email sequence for one specific part of your segment: qualified leads. It's all done from the IQ chat.

0:14Ask for the sequence in chat

Start a new conversation. And ask for the sequence in your own words. If you already say who it's for, the chat takes that into account. The chat asks which segment it's for. We answer with its name. Since we asked for qualified leads only, the audience is already set, with the contacts who match it right now. Next, describe the flow. Say which messages each contact gets and how many days apart.

No special format needed.

0:56Review the proposal

Here's the proposal: the steps, the channels, the days and how many contacts would enter. Nothing has been generated or charged yet. This is where you confirm the audience. Before every send, the contact is checked again to make sure they're still a qualified lead. If it looks right, approve it. The agent writes the emails in your brand voice and saves the sequence as a draft.

The writing is charged to your credits. Once the emails are written, the sequence is saved as a draft in Sequences. Nothing is sent until you review it and launch it yourself.

1:34Review the sequence

Open it to review it. At the top you have the audience and how many contacts match it right now. With Edit audience you can change the criteria or hand-pick contacts before launching. Below, each email in the sequence with its subject and content, in the order they'll be sent. If you want to change something, ask the AI for changes in your own words, email by email.

When everything looks good, Approve and launch enrolls the contacts and starts sending. We'll leave it here, as a draft. Done. You now know how to create an email sequence for the part of your segment you care about, review it, and launch it whenever you're ready.