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Setting up and Managing Sequences in Aloware Admin
Aloware Sequence Explained: How it Works and How to Get Started
Aloware Sequence Explained: How it Works and How to Get Started

Aloware automates emails; admins manage steps and triggers. Setup and monitoring guidance in Sequence History.

Laarni D avatar
Written by Laarni D
Updated this week

What are Sequences?

Sequences are a powerful feature in Aloware that resemble Email Drip campaigns and are designed to initiate and nurture business and customer relationships. Aloware Sequences consist of automated tasks that are triggered at specific intervals, either about each other or at the start of the campaign.

Why Use Aloware Sequences?

Aloware Sequences designed to:

  1. Send timely messages to the right audience automatically.

  2. Enroll leads with appropriate tags automatically.

  3. Establish triggers and actions for seamless business operations.

It supports two (2) actions:

  1. Creating workflow (Steps)

  2. Triggers and Intake

Getting Started

Before we dive in, note that only administrators can create sequences in Aloware Admin.

Aloware Sequences Page

The Aloware Sequences Page is your control center for creating and managing sequences. Here's what you'll find:

  • Sequence - This section provides an overview of all the sequences you have created. It lists the sequences by their names, displaying the sequence name, sequence ID, and date stamp. This allows you to easily identify and select the sequence you want to work with.

  • Steps - The Steps column indicates the number of steps created for each respective sequence, giving you a quick reference of the complexity and flow of your sequences.

  • Process On - In this column, you can choose whether the sequence should be processed every day or limited to business days only. This flexibility allows you to tailor the sequence's timing to align with your business requirements.

  • Line Used - The Line Used column displays the assigned line for each sequence, making it easy to identify which communication channel is being utilized.

  • Contacts - The Contacts column shows the total number of contacts currently enrolled in each sequence. It provides a snapshot of the audience size and reach of your sequences.

  • Remaining Tasks - This column displays the total number of remaining tasks within a sequence. It helps you keep track of the progress and completion status of your sequence tasks.

  • Status - The Status column indicates the current activity status of the sequence. It shows whether the sequence is active and running or marked as invalid, providing valuable insights into the sequence's operational status.

  • Three-dot menu - This menu provides additional options for managing your sequences, including:

    • Settings - Access the settings specific to the selected sequence, allowing you to modify configurations and preferences.

    • Steps - View and edit the individual steps within the selected sequence, enabling you to customize and refine the workflow.

    • Triggers - Configure triggers that initiate specific actions within the sequence based on predefined conditions.

    • Contacts - Manage and view the contacts enrolled in the sequence, making it easy to track and update your audience.

    • History - Access the history log for the sequence, providing a record of past activities and interactions.

    • Create Copy - Create a duplicate copy of the selected sequence, helping you quickly replicate successful workflows or make variations.

    • Delete - Remove the selected sequence permanently from your Aloware account if no longer needed.

By leveraging the features and information available on the Sequences Page, you can effectively manage and optimize your sequences, enhancing your communication strategies and nurturing customer relationships.

Sequence History Activity Report

The Sequence History Activity Report is a powerful tool that brings together all the events in your sequences into a single, easy-to-access location. This feature is incredibly useful for pinpointing and resolving any issues that may arise within your sequences.

To access the Sequence History Activity Report, follow these simple steps within your Aloware Admin account:

  1. Navigate to the Sequences menu.

  2. Select the specific sequence you wish to review from the sequence list.

  3. Click on the History tab.

Key Functions

The Sequence Activity History dashboard provides a comprehensive overview of the sequence's events, showcasing:

  1. Contact - The enrolled contact within the sequence.

  2. Actions - The outcomes resulting from the triggers.

  3. Event - The specific event that occurred during the action.

  4. Time - The timestamp of the event.

Aloware provides various search options to help you track and locate information quickly and effectively.

  1. Search Field - Quickly locate contacts and phone numbers using this search field.

  2. Event Type - View trigger and action events within the sequence, including contact enrollment, disenrollment, property updates, communication with contacts, and information creation.

  3. Timeframe - Filter events by various timeframes, such as the last 7 days, today, yesterday, last 30 days, this month, last month, or all-time.

  4. Total Log Count - Keep track of the total count of sequence logs for comprehensive monitoring.

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