A sequence is like a campaign or a playbook, and it consists of templates for emails and chats.

Here you will be able to modify the templates and create new ones.

In each sequence that is created, we have placed our guided templates that we use for some of our sequences, with various use cases: Demo, Reengage Past Customers, Meeting No Show, Chat, and more.

For each template, you are able to personalize and create variants for A/B testing and audiences based on variables such as industry, role, etc. 

To learn more, check this article: Optimize your sequences with A/B testing!

When can I create a new sequence?

New target audience? Want to start your own eBook sequence? It's time to create a new sequence!

Here at Exceed.ai, you can open as many sequences as you want. Simply go to sequences and click on the "New Sequence" button.

Bellow are Exceed.ai list of sections, used for email templates

đź’§ Get Attention (Lead Status = Approached)

These are the emails that you will send to contacts to get their attention. 

  • Our templates are in place and all you have to do is edit them to make them relevant to your product name / benefits / problem solving solution. The templates are completely flexible so feel free to modify them according to your tone and brand.
  • In all the Follow-Up templates, you are able to do the following:
    * Set the title as a reply (thread) of the previous email sent. This is done by activating the toggle labeled “send as a reply”.
    * Edit the days in between emails that are sent  
  • The number of Follow-Up emails can be increased / removed to fit into your sequence strategy. 
  • You are able to include variables in your email templates. I.e. First Name, Company Name, Industry, etc. There is also a meeting scheduling feature that is exclusive to Exceed which is explained below in the Engaged section.
    * Please ensure per each used variable, that you have a value for all of the contacts (either via CSV upload or CRM integration). 
  • You can add as many follow-ups as you wish.

✴️ Engage (Lead Status = Engaged)

The first Engaged email template is for when a contact responds to one of your “Get attention” emails with something that is not considered as “Interested” or “Not Interested”. It is usually a question/objection where the contact needs to be nurtured before they make a decision about whether or not they want to move forward in the sales process.

The follow-up emails for this drop campaign are there to keep engaging with the contact if the contact goes dark after they have received our first engaged response. As with the Get Attention email templates, you can add and remove as many Follow Up templates as you would like. 

Meeting Scheduling Feature

The meeting scheduling feature allows your sales reps to connect their calendars with Exceed so that Exceed can present available time slots to contacts, directly through an email. 

The sales reps need to sync their Google or Outlook calendar with Exceed, and set up their preferences for availability. See this article for additional information: Rep Account Setup (My Account)

If you would like to add the meeting scheduler, just add the Meeting Scheduler variable from the list (available under Other).

âś… Handover to Human Rep (Lead Status = Assigned)

This is the handover email that will loop the rep into the conversation with the contact. In case a meeting wasn't set, a handover follow-up email would be sent.

Once this email is sent, the virtual assistant does not respond to any more emails from the contact, in case the contact cc'd the rep

Meeting Invite

This email will be sent automatically from the rep's calendar to a contact that has chosen a time slot through the meeting scheduler in the email.

Meeting Confirmation 

This email is sent when a meeting has been scheduled between the human rep and the contact. The rep would be cc'd to this email.

Alternative Time Suggestions 

If a contact asks to meet at a time that is not suitable to the human rep’s calendar, this email will be sent with alternative time suggestions. 

Loop rep back in

Sent when contact responds to virtual assistant after the handover.

Once the virtual assistant hands over to the human rep, it knows to not respond to any future emails from the contact. However, if the contact responds to the virtual assistant without including the human rep, the virtual assistant will loop the human rep back into the conversation. 

✖️ End (Lead Status = Ended)

This message is sent to a contact that opts-out, unsubscribes, is not interested, etc. 

📧 Out Of Office And Contact Me Later

Out of Office Recapture 

When our system receives an OOO from a contact, it knows to go dormant and pick up the conversation where it left off before the OOO was received. 

This is the email that is sent to the contact when they are back in the office. 

Contact Later Confirmation 

If a contact asks to be contacted at a later stage, we send a confirmation email to let them know that we will contact them when it is most convenient. 

Contact Later Recapture

When a contact asks to be contacted at a later time, our system knows to go dormant and reach out at the proposed date/time requested by the contact.

Want to learn more about Exceed status options? Click here to read the article:
What are the different status options?


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