Creating Sequences in the Mobile App Follow

Creating a sequence in the Connect Now mobile app is easy. From the mobile home page select the 2 horizontal bars in the upper right hand corner to open the Menu. Select Settings, then select Sequences.

Once you have opened Sequences, to build a new sequence select the plus sign in the lower right hand corner

You are now ready to build your sequence. First give it a name, select a trigger type (Manual or Automatic), and if applicable add a Terminating Event (such as a User's Reply). You can now add emails, or texts, or both to your sequence using templates you have previously created. These links will take you to our previous support articles to review how to create email and text templates in the mobile app.

You may add as many events to your sequence as you like. Make sure to select the proper timeframe and interval for each step of your sequence. Once you have completed building your sequence hit the Create button to save it.

Your sequence is now saved and ready to use.