User Guide

Sequence Messaging

 

Sequence messaging is a feature that allows you to send messages to your subscribers based on certain triggers/events.

How to set up a sequence message?

  1. Log in to https://kiboengage.cloudkibo.com
  2. Click on automation, and then ‘sequence messaging’:
  3. Click on ‘Create New Sequence’:
  4. Enter the name of the sequence, and then click ‘create’:
  5. Click on ‘Add Message’ to add a message to this sequence:
  6. Create a message the same way as you would in broadcast:
  7. Click on save once you’re done creating your message:
  8. Triggers dictate on what condition a message will be sent (e.g. send a message when a subscriber sees another message):
  9. Scheduling allows you to decide when to send the message (e.g. you can send a message 2 days after they opt into your sequence):
  10. Segmenting allows you to send messages to only those subscribers that meet a certain criteria (e.g. you want to send a certain message exclusively to females).
  11. You can add additional messages too. Click on back after you are finished:
  12. You can update sequence trigger by clicking on “–edit”:
  13. Sequence triggers dictate how subscribers can opt into your sequence.

How to trigger a sequence from broadcasts?

You can trigger a sequence from any component that has a button.

  1. Go to Broadcasts and create a new broadcast
  2. Select a component that has button capabilities (text, media, or card)
  3. Click on ‘Add Button’:
  4. Enter a button title:
  5. Click on ‘Subscribe to Sequence’:
  6. Select a sequence:
  7. Click on Next:
  8. Click on Next:
  9. Click on Send. Now any subscriber can subscribe to your sequence by clicking on the button.

How to trigger a sequence from surveys?

You can trigger a sequence by setting an action to a particular answer of a question.

  1. Go to Surveys and create a new survey
  2. When adding a question, you can set an action to an answer:
  3. Click on Subscribe to Sequence:
  4. Select a sequence:
  5. Click on Save:
  6. Click on Next:
  7. Click on Create Survey:
  8. Click on Send. Now any subscriber can subscribe to your sequence by selecting an answer that has a subscribe to sequence action attached to it.

 

How to trigger a sequence from polls?

You can trigger a sequence by setting an action to a particular answer of a question.

  1. Go to Polls and create a new poll
  2. When adding a question, you can set an action to an answer:
  3. Click on Subscribe to Sequence:
  4. Select a sequence:
  5. Click on Save:
  6. Click on Next:
  7. Click on Create Poll:
  8. Click on Send. Now any subscriber can subscribe to your sequence by selecting an answer that has a subscribe to sequence action attached to it.