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How to set up and manage sequences in Aloware

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

Laarni D avatar
Written by Laarni D
Updated over 2 weeks ago

What are Sequences in Aloware?

Sequences in Aloware are automated workflows that help you manage repetitive tasks and maintain timely communication with contacts. They allow you to schedule a series of actions—such as sending messages, tagging contacts, or assigning ownership—based on specific intervals or triggers.

These automations are useful for handling follow-ups, lead nurturing, or customer onboarding without manual input. For example, you might use a sequence to send a welcome SMS after a tag is applied, wait two days, then assign the contact to a sales rep.

Only admins have permission to create and configure sequences, and all setup and management happens in the Aloware admin.

This guide will walk you through setting up sequences, managing their actions, and reviewing activity through the sequence history report.


Navigating the sequences page

When you open the Sequences page in the Admin panel, you’ll see a list of all created sequences. Each row gives you a snapshot of how the sequence is performing and how it is configured. Here’s how to understand what you’re looking at:

  1. Sequence Name & ID - identifies each sequence for reference and search.

  2. Steps - Shows how many actions are built into the sequence. These can include messages, contact updates, or other automation steps.

  3. Contacts - displays how many contacts are currently enrolled.

  4. Remaining Tasks - tells you how many steps still need to be completed for the enrolled contacts.

  5. Process on - indicates if the sequence runs daily or only on business days.

  6. Line used - shows the line (e.g., SMS number) that will be used to send communications.

  7. Status - lets you know whether the sequence is currently active or inactive.

Use this overview to quickly check which sequences are in use and whether they’re working as expected.


Managing Sequences: Actions and tools

Each sequence can be configured with steps and triggers. To view or edit these settings, click the three-dot menu beside a sequence and select from the following options:

  1. Settings - adjust core sequence settings, including processing times and assigned communication lines.

  2. Steps - view or change the sequence's step-by-step actions.

  3. Triggers - configure the events that will start the sequence, such as a tag being added to a contact.

  4. Contacts - see who is currently enrolled and manage their enrollment.

  5. History - review all past events and actions for this sequence.

  6. Create copy - duplicate the sequence to reuse or modify it for other workflows.

  7. Delete - permanently remove the sequence if it's no longer needed.


Available actions within a sequence

Each step in a sequence performs an action. These are categorized as follows:

  1. Messaging

    1. Send SMS or MMS

    2. Send to a ring group

    3. Leave a ringless voicemail

  2. Dialer

    1. Add to or remove from Power Dialer

    2. Assign to Progressive or Preview dialers

  3. Contact management

    1. Add or remove tags

    2. Update contact owner (manually or via round-robin)

    3. Change lead source or disposition

    4. Mark as Do Not Contact

    5. Add or remove from contact lists

  4. Communication triggers

    1. Send emails (to contact or ring group)

    2. Start or stop AloAI conversations

    3. Send webhooks to third-party tool

  5. Workflow management

    1. Enroll in another sequence

Set these actions based on how you want contacts to move through your customer journey, whether it’s sending a message first, updating their tag, or escalating to a rep.


Reviewing sequence activity

If you want to see what’s happening within a sequence—or troubleshoot issues—you can access the Sequence History Activity Report. Here’s how:

  1. Go to the Sequences menu in admin.

  2. Click the sequence you want to review.

  3. Open the History tab.

This section provides a log of every action and event that took place in the sequence, showing:

  • Contact - who the action applied to.

  • Event - what happened (e.g., message sent, tag applied).

  • Action - the specific step triggered.

  • Time - when it occurred.

You can narrow results using the filters:

  • Search field - look up specific contacts or numbers.

  • Event type - filter by types of events (e.g., contact enrolled, action completed).

  • Timeframe - choose from time-based filters (e.g., last 7 days, this month).

  • Total log count - displays the number of events recorded for monitoring and auditing.

This log is helpful for diagnosing failed triggers or understanding how contacts progress through your sequence.

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