5. Create a Sequence

Once you are on the clients page by hitting the center button on the bottom of the screen you can pull a client list.

It is important to think of this as a list now because this is the order in which you will be texting or emailing your clients in.

Once you have your list pulled, you are ready to start your sequence.

When you want to begin texting or email the client list that you pulled, simple hit the “Create Sequence” button in yellow

The first option you have to message your clients is to select a pre-made templates. These are templates that you created in a prior sequence or in the “Templates” tab in the menu bar.

Once  you select it, the message will fill in with the template.

If you just want to create a message without any customization, you simply type the message in the section titled “Type Your Message Here”.

To create a message that personalizes the first name or last name of the client, you simply hit the FIRST NAME or LAST NAME buttons in place of where you would normally type the client’s first or last name. 

So if you want to say “Hi Nick” you would actually type in “Hi” and then hit the FIRST NAME button. 

If you want to set a reminder for yourself to follow up with the clients in this list that are messaged, you hit the “Follow Up Date” button and then set a time period when you want to follow up with these clients.

If you want to use this message to use in the future again, you can make it a template for the future by hitting “Save Template” and then typing in the name you want to call it so you can identify it in the future. 

This will be able to be used across the OneShop platform.

When you are ready to begin your sequence, hit the “Begin Sequence” button in yellow at the bottom.

If you want to use this message to use in the future again, you can make it a template for the future by hitting “Save Template” and then typing in the name you want to call it so you can identify it in the future. 

This will be able to be used across the OneShop platform.

When you are ready to begin your sequence, hit the “Begin Sequence” button in yellow at the bottom.

As soon as you begin, the first client from your list will pull in.

To text them the message you created on the screen before, you hit “Send SMS” and it will pull up your native text messaging app.

Once you hit send here, the message actually gets sent to the client. 

REMINDER – Until you hit the send button in your text messages, the message is not sent to the client.

Once you hit send to send your message, the next client on the list will automatically pull in.

Before you text each client, you are able to see their purchase history, prior communications, and any notes you placed on their profile. This will help you personalize your communication to each client if you prefer (we definitely recommend it when possible).

If a client does not have a phone number on their profile, you can also email them in the same manner as text, and your message will automatically pull over to email. 

If the client does not have phone or email info, you will not be able to send the message so will have to hit “skip”.

Once you are done messaging clients, simply hit “exit”, and you will return to the clients tab. 

If you finish the list it will also return you to the clients tab.