Sequences in Perno Company automate repeatable sales follow-ups by combining emails and CRM activities at planned intervals. Use them to give leads or deals a consistent series of messages and actions, while personalizing communication with contact and company information.
How to create and use sequences in Perno Company CRM
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Select Perno Company.
Open the Context menu in the top-right corner and select Perno Company.
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Open Sequences.
In the left-hand menu, expand CRM and select Email. On the Email threads page, click Sequences.
Before using email steps, make sure your mailbox is connected. If you see Connect your Gmail mailbox to start, click Configure mailbox to configure it.
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Create a sequence.
Click + Create sequence and complete the form.
|
Field |
What to enter or select |
|
Name |
A clear name describing the sequence’s purpose. |
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Description |
A short explanation of when and how to use it. |
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Is active |
Leave unchecked while preparing the sequence. Enable it when the sequence is ready. |
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Click Save sequence.
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Add a step.
On the sequence details page, click + Add step.
|
Field |
What to enter or select |
|
Position |
The step’s order. Steps run from the lowest number to the highest. |
|
Action type |
The action to perform: send a new email, send a follow-up reply, or create a CRM activity. |
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Wait |
The delay before the step runs. Use 0 for no delay. |
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Time unit |
The unit for the delay, such as hours or days. |
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Delays are relative to the previous step. For the first step, the delay determines when it runs after the sequence starts.
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Complete the fields for the selected action.
The form displays fields appropriate to the action you choose.
|
Action |
How to configure it |
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Send email |
Enter an Email subject and Email body. This starts a new conversation. |
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Follow-up reply |
Enter the follow-up message. It replies in the existing conversation and does not require a separate subject. |
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CRM activity |
Complete the activity fields displayed for the selected action. |
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Click Save step, then use + Add step to add further steps.
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Personalize emails with variables.
Insert supported variables into the subject or body. The editor shows the available variables.
|
Variable |
Information used |
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{{contact_first_name}} |
Contact’s first name |
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{{contact_last_name}} |
Contact’s last name |
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{{contact_name}} |
Contact’s full name |
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{{contact_email}} |
Contact’s email address |
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{{company_name}} |
Company name |
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{{deal_title}} |
Deal title |
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{{owner_name}} |
Owner’s name |
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For example, start a message with Hello {{contact_first_name}}, or reference {{company_name}} in the body. Check that the relevant CRM information is present and test the sequence before applying it broadly.
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Review the order and timing.
Check the Steps section to confirm that the actions follow the intended order.
An example sequence could be:
|
Position |
Action |
Wait after the previous step |
|
1 |
Send an introductory email |
Immediately after starting |
|
2 |
Send a follow-up reply |
2 days |
|
3 |
Send another follow-up reply |
7 days |
|
4 |
Create a call activity |
3 days |
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These delays are cumulative: in this example, the third step is scheduled seven days after the second step.
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Activate or duplicate the sequence.
When the sequence is ready, click Edit, enable Is active, and click Save sequence.
To reuse an existing sequence, click Duplicate on its details page and modify the copy. Review its settings and steps before using it.
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Start the sequence for a lead or deal.
Open the relevant lead or deal and select the sequence you want to start. Perno schedules the first step and shows the nearest sequence action as an activity on the deal.
You can also apply a sequence to multiple selected deals through bulk actions in Sales pipeline. Before starting, check that each deal has the correct contact, owner, and mailbox. -
Monitor sequence progress.
Review Recent runs on the sequence details page and the activities on the deal.
When a step becomes due, Perno processes it in the background. Emails are sent through the mailbox belonging to the sequence user. Completed steps are recorded in the deal’s activity log, the current sequence activity is completed, and the next planned step is added as the deal’s next activity.
After the final step, the sequence enrollment is completed automatically. A step that creates a call activity schedules the activity; it does not make the call. -
Stop a sequence when needed.
Stop the sequence manually from the deal page when further follow-ups are no longer appropriate. An upcoming automatic step can also be completed or skipped when it should no longer run.
The sequence stops automatically when the contact replies to a sequence email, preventing further automated outreach after a response.
Keep sequences short and focused on a clear objective. Use suitable delays, choose follow-up replies when continuing the same conversation, and review scheduled activities regularly.