Building Sequences

A sequence is a series of touches across email, SMS, and voice. SIE pairs each step with the right intent signal so your outreach feels timely instead of cold.

Step 1: Pick a trigger signal

Open Sequences → New. The first node is always a signal trigger. Pick from your subscribed categories — for example, HVAC owner posted estimator job in last 7 days. Only signals that match this filter enter the sequence.

Step 2: Add channel steps

Drag channel nodes onto the canvas. Each node has a wait, a message template, and an exit rule.

• Email — sends through your connected provider (Mailchimp, Klaviyo, etc.)
• SMS — sends through SIE's carrier integration. TCPA consent is checked before every send.
• Voice — places an AI-assisted call. Used sparingly, counselor-gated.

Step 3: Tune timing

A sensible default sequence: email day 0, SMS day 2 (only if no open), email day 5, voice day 7 (only if still no reply). Use the Wait node between each step. Sequences pause automatically on weekends and after-hours unless you override.

Step 4: A/B test

Add a Split node and write two subject lines. SIE tracks open and reply rate, then auto-promotes the winner after 200 sends.

Counselor-gated send

Before a sequence goes live, our counselor checks for missing consent flags, suppression-list collisions, and language that crosses into eligibility claims. We work with intent signals, not credit decisions, so we surface anything that drifts toward FCRA territory and ask you to rephrase.

What's next?

• Wrap your sequence in a workflow for branching logic
• Hook into reply events via webhooks
• See how credits charge per send