{"id":4078,"date":"2023-10-12T10:21:00","date_gmt":"2023-10-12T04:36:00","guid":{"rendered":"https:\/\/coachpodium.com\/?p=4078"},"modified":"2023-10-12T12:45:06","modified_gmt":"2023-10-12T07:00:06","slug":"email-sequence-feature-update","status":"publish","type":"post","link":"https:\/\/coachpodium.com\/email-sequence-feature-update\/","title":{"rendered":"Email Sequence: New Feature Update"},"content":{"rendered":"\n<p>We are excited to announce that a highly awaited feature, Email Sequence, is finally here.<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img fetchpriority=\"high\" decoding=\"async\" width=\"780\" height=\"548\" src=\"https:\/\/coachpodium.com\/wp-content\/uploads\/2023\/10\/email-sequence.png\" alt=\"Email Sequence\" class=\"wp-image-4081\" srcset=\"https:\/\/coachpodium.com\/wp-content\/uploads\/2023\/10\/email-sequence.png 780w, https:\/\/coachpodium.com\/wp-content\/uploads\/2023\/10\/email-sequence-300x211.png 300w, https:\/\/coachpodium.com\/wp-content\/uploads\/2023\/10\/email-sequence-768x540.png 768w\" sizes=\"(max-width: 780px) 100vw, 780px\" \/><\/figure>\n\n\n\n<p>We introduced this feature so you no longer need an external email platform to manage your prospects.&nbsp;<\/p>\n\n\n\n<p>With this feature, you can nurture your leads through email automation. You can do all that from your CoachPodium account.&nbsp;<\/p>\n\n\n\n<p>As a result, you can save your money and valuable resources.<\/p>\n\n\n\n<div id=\"ez-toc-container\" class=\"ez-toc-v2_0_71 counter-hierarchy ez-toc-counter ez-toc-grey ez-toc-container-direction\">\n<div class=\"ez-toc-title-container\">\n<p class=\"ez-toc-title\" style=\"cursor:inherit\">Table of Contents<\/p>\n<span class=\"ez-toc-title-toggle\"><a href=\"#\" class=\"ez-toc-pull-right ez-toc-btn ez-toc-btn-xs ez-toc-btn-default ez-toc-toggle\" aria-label=\"Toggle Table of Content\"><span class=\"ez-toc-js-icon-con\"><span class=\"\"><span class=\"eztoc-hide\" style=\"display:none;\">Toggle<\/span><span class=\"ez-toc-icon-toggle-span\"><svg style=\"fill: #999;color:#999\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" class=\"list-377408\" width=\"20px\" height=\"20px\" viewBox=\"0 0 24 24\" fill=\"none\"><path d=\"M6 6H4v2h2V6zm14 0H8v2h12V6zM4 11h2v2H4v-2zm16 0H8v2h12v-2zM4 16h2v2H4v-2zm16 0H8v2h12v-2z\" fill=\"currentColor\"><\/path><\/svg><svg style=\"fill: #999;color:#999\" class=\"arrow-unsorted-368013\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"10px\" height=\"10px\" viewBox=\"0 0 24 24\" version=\"1.2\" baseProfile=\"tiny\"><path d=\"M18.2 9.3l-6.2-6.3-6.2 6.3c-.2.2-.3.4-.3.7s.1.5.3.7c.2.2.4.3.7.3h11c.3 0 .5-.1.7-.3.2-.2.3-.5.3-.7s-.1-.5-.3-.7zM5.8 14.7l6.2 6.3 6.2-6.3c.2-.2.3-.5.3-.7s-.1-.5-.3-.7c-.2-.2-.4-.3-.7-.3h-11c-.3 0-.5.1-.7.3-.2.2-.3.5-.3.7s.1.5.3.7z\"\/><\/svg><\/span><\/span><\/span><\/a><\/span><\/div>\n<nav><ul class='ez-toc-list ez-toc-list-level-1 eztoc-toggle-hide-by-default' ><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-1\" href=\"https:\/\/coachpodium.com\/email-sequence-feature-update\/#What_is_Email_Sequence\" title=\"What is Email Sequence?\">What is Email Sequence?<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-2\" href=\"https:\/\/coachpodium.com\/email-sequence-feature-update\/#Why_Email_Sequence_Feature_is_Important\" title=\"Why Email Sequence Feature is Important?\">Why Email Sequence Feature is Important?<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-3\" href=\"https:\/\/coachpodium.com\/email-sequence-feature-update\/#Email_Sequence_Features_Designed_for_Coaches\" title=\"Email Sequence Features Designed for Coaches\">Email Sequence Features Designed for Coaches<\/a><ul class='ez-toc-list-level-3' ><li class='ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-4\" href=\"https:\/\/coachpodium.com\/email-sequence-feature-update\/#1_Select_Multiple_Wheel_of_Life_Assessment\" title=\"1. Select Multiple Wheel of Life Assessment\">1. Select Multiple Wheel of Life Assessment<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-5\" href=\"https:\/\/coachpodium.com\/email-sequence-feature-update\/#2_Set_Condition_for_Email_Sequence_Automation\" title=\"2. Set Condition for Email Sequence Automation\">2. Set Condition for Email Sequence Automation<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-6\" href=\"https:\/\/coachpodium.com\/email-sequence-feature-update\/#3_Set_Time_for_Sending_Emails\" title=\"3. Set Time for Sending Emails\">3. Set Time for Sending Emails<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-7\" href=\"https:\/\/coachpodium.com\/email-sequence-feature-update\/#4_Set_Follow-Up_Timings\" title=\"4. Set Follow-Up Timings\">4. Set Follow-Up Timings<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-8\" href=\"https:\/\/coachpodium.com\/email-sequence-feature-update\/#5_Email_Templates\" title=\"5. Email Templates\">5. Email Templates<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-9\" href=\"https:\/\/coachpodium.com\/email-sequence-feature-update\/#6_Personalizing_Your_Emails\" title=\"6. Personalizing Your Emails\">6. Personalizing Your Emails<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-10\" href=\"https:\/\/coachpodium.com\/email-sequence-feature-update\/#7_Visual_Preview\" title=\"7. Visual Preview\">7. Visual Preview<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-11\" href=\"https:\/\/coachpodium.com\/email-sequence-feature-update\/#8_Detailed_Analytics_and_Reporting\" title=\"8. Detailed Analytics and Reporting\">8. Detailed Analytics and Reporting<\/a><\/li><\/ul><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-12\" href=\"https:\/\/coachpodium.com\/email-sequence-feature-update\/#Upcoming_Features_of_CoachPodium\" title=\"Upcoming Features of CoachPodium\">Upcoming Features of CoachPodium<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-13\" href=\"https:\/\/coachpodium.com\/email-sequence-feature-update\/#Appreciating_Your_Feedback\" title=\"Appreciating Your Feedback\">Appreciating Your Feedback<\/a><\/li><\/ul><\/nav><\/div>\n<h2 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"What_is_Email_Sequence\"><\/span>What is Email Sequence?<span class=\"ez-toc-section-end\"><\/span><\/h2>\n\n\n\n<p>Email Sequence refers to the term when you send a number of emails in certain intervals of time. Such emails can be a \u2018welcome email\u2019 when your prospects take your Wheel of Life assessments.&nbsp;<\/p>\n\n\n\n<p>You then follow up with them with emails to put them into a constant loop.<\/p>\n\n\n\n<p>Now, imagine you have hundreds and thousands of such prospects. It will be overwhelming to send each of them multiple emails manually.<\/p>\n\n\n\n<p>To address that issue, we have added the Email Sequence feature.<\/p>\n\n\n\n<p>You create multiple emails in advance and define the time to send them.<\/p>\n\n\n\n<p>For the email sequence to work, you require a trigger condition. A trigger condition is an event. When this event occurs, the action takes place automatically.<\/p>\n\n\n\n<p>For instance, when a prospect takes your Wheel of Life assessment (trigger condition), it executes the email sequence (action).<\/p>\n\n\n\n<h2 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"Why_Email_Sequence_Feature_is_Important\"><\/span>Why Email Sequence Feature is Important?<span class=\"ez-toc-section-end\"><\/span><\/h2>\n\n\n\n<p>Email Sequence is important because of several benefits, which are<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>It saves time from manually creating and sending 100s of emails to your prospects to an automated process.<\/li>\n\n\n\n<li>It helps to nurture your leads over time by keeping in touch with the prospects.<\/li>\n\n\n\n<li>You can engage with your client for a long time, which helps in client retention.<\/li>\n\n\n\n<li>You can analyze the performance and refine your approach with the help of analytics and insights.<\/li>\n\n\n\n<li>You can maintain constant communication, increasing the chance of converting leads into clients.<\/li>\n<\/ul>\n\n\n\n<h2 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"Email_Sequence_Features_Designed_for_Coaches\"><\/span>Email Sequence Features Designed for Coaches<span class=\"ez-toc-section-end\"><\/span><\/h2>\n\n\n\n<p>Here are the sneak peeks of the Email Sequence feature for you.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"1_Select_Multiple_Wheel_of_Life_Assessment\"><\/span>1. Select Multiple Wheel of Life Assessment<span class=\"ez-toc-section-end\"><\/span><\/h3>\n\n\n\n<figure class=\"wp-block-image size-full\"><img decoding=\"async\" width=\"780\" height=\"555\" src=\"https:\/\/coachpodium.com\/wp-content\/uploads\/2023\/10\/select-multiple-wheel-of-life-assessment.gif\" alt=\"Select Multiple Wheel of Life Assessment\" class=\"wp-image-4080\"\/><\/figure>\n\n\n\n<p>You may have created multiple Wheel of Life assessments in your account. In this feature, you can choose any number of assessments to use in the email sequence.&nbsp;This gives you the flexibility to create a <strong>single or multiple email sequence<\/strong> to cover all your Wheel of Life Assessments.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"2_Set_Condition_for_Email_Sequence_Automation\"><\/span>2. Set Condition for Email Sequence Automation<span class=\"ez-toc-section-end\"><\/span><\/h3>\n\n\n\n<figure class=\"wp-block-image size-full\"><img decoding=\"async\" width=\"780\" height=\"553\" src=\"https:\/\/coachpodium.com\/wp-content\/uploads\/2023\/10\/trigger-point.png\" alt=\"\" class=\"wp-image-4097\" srcset=\"https:\/\/coachpodium.com\/wp-content\/uploads\/2023\/10\/trigger-point.png 780w, https:\/\/coachpodium.com\/wp-content\/uploads\/2023\/10\/trigger-point-300x213.png 300w, https:\/\/coachpodium.com\/wp-content\/uploads\/2023\/10\/trigger-point-768x544.png 768w\" sizes=\"(max-width: 780px) 100vw, 780px\" \/><\/figure>\n\n\n\n<p>You can set conditions on <strong>when to send <\/strong>your emails, and when that occurs, your prospects get emails automatically.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"3_Set_Time_for_Sending_Emails\"><\/span>3. Set Time for Sending Emails<span class=\"ez-toc-section-end\"><\/span><\/h3>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"780\" height=\"554\" src=\"https:\/\/coachpodium.com\/wp-content\/uploads\/2023\/10\/time-window.png\" alt=\"\" class=\"wp-image-4084\" srcset=\"https:\/\/coachpodium.com\/wp-content\/uploads\/2023\/10\/time-window.png 780w, https:\/\/coachpodium.com\/wp-content\/uploads\/2023\/10\/time-window-300x213.png 300w, https:\/\/coachpodium.com\/wp-content\/uploads\/2023\/10\/time-window-768x545.png 768w\" sizes=\"(max-width: 780px) 100vw, 780px\" \/><\/figure>\n\n\n\n<p>You can define the <strong>day and time window <\/strong>for sending emails and when to exclude them.&nbsp;<\/p>\n\n\n\n<p>Additionally, you can <strong>change your time zone<\/strong> to suit your targeted geographic locations.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"4_Set_Follow-Up_Timings\"><\/span>4. Set Follow-Up Timings<span class=\"ez-toc-section-end\"><\/span><\/h3>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"780\" height=\"577\" src=\"https:\/\/coachpodium.com\/wp-content\/uploads\/2023\/10\/follow-up-timing.png\" alt=\"\" class=\"wp-image-4085\" srcset=\"https:\/\/coachpodium.com\/wp-content\/uploads\/2023\/10\/follow-up-timing.png 780w, https:\/\/coachpodium.com\/wp-content\/uploads\/2023\/10\/follow-up-timing-300x222.png 300w, https:\/\/coachpodium.com\/wp-content\/uploads\/2023\/10\/follow-up-timing-768x568.png 768w\" sizes=\"(max-width: 780px) 100vw, 780px\" \/><\/figure>\n\n\n\n<p>You can <strong>set a follow-up time <\/strong>in each email in your email sequence. You can choose the time from minutes to months.&nbsp;<\/p>\n\n\n\n<p>That way, you can control when to send the next emails.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"5_Email_Templates\"><\/span>5. Email Templates<span class=\"ez-toc-section-end\"><\/span><\/h3>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"780\" height=\"583\" src=\"https:\/\/coachpodium.com\/wp-content\/uploads\/2023\/10\/email-templates.gif\" alt=\"\" class=\"wp-image-4086\"\/><\/figure>\n\n\n\n<p>You can choose from <strong>5 pre-built email templates <\/strong>and quickly edit them to match your needs.&nbsp;<\/p>\n\n\n\n<p>Or, if you want to create the email from the ground up, you can do that too.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"6_Personalizing_Your_Emails\"><\/span>6. Personalizing Your Emails<span class=\"ez-toc-section-end\"><\/span><\/h3>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"780\" height=\"575\" src=\"https:\/\/coachpodium.com\/wp-content\/uploads\/2023\/10\/personalizing-your-email-1.png\" alt=\"\" class=\"wp-image-4105\" srcset=\"https:\/\/coachpodium.com\/wp-content\/uploads\/2023\/10\/personalizing-your-email-1.png 780w, https:\/\/coachpodium.com\/wp-content\/uploads\/2023\/10\/personalizing-your-email-1-300x221.png 300w, https:\/\/coachpodium.com\/wp-content\/uploads\/2023\/10\/personalizing-your-email-1-768x566.png 768w\" sizes=\"(max-width: 780px) 100vw, 780px\" \/><\/figure>\n\n\n\n<p>You can maintain <strong>personal relations with your prospect<\/strong> by personalizing the emails with their name, the name of the assessment, and your name.&nbsp;<\/p>\n\n\n\n<p>For example, if you want to greet your client with their name, you put <strong>{client_full_name}<\/strong> in the email, and when you send the email, the client\u2019s name automatically replaces the term.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"7_Visual_Preview\"><\/span>7. Visual Preview<span class=\"ez-toc-section-end\"><\/span><\/h3>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"780\" height=\"575\" src=\"https:\/\/coachpodium.com\/wp-content\/uploads\/2023\/10\/visual-preview-1.png\" alt=\"\" class=\"wp-image-4101\" srcset=\"https:\/\/coachpodium.com\/wp-content\/uploads\/2023\/10\/visual-preview-1.png 780w, https:\/\/coachpodium.com\/wp-content\/uploads\/2023\/10\/visual-preview-1-300x221.png 300w, https:\/\/coachpodium.com\/wp-content\/uploads\/2023\/10\/visual-preview-1-768x566.png 768w\" sizes=\"(max-width: 780px) 100vw, 780px\" \/><\/figure>\n\n\n\n<p>The visual preview tab gives you an <strong>easy view of your email sequence<\/strong>, giving information about the email subject line, follow-up timing, your name, and your email address.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"8_Detailed_Analytics_and_Reporting\"><\/span>8. Detailed Analytics and Reporting<span class=\"ez-toc-section-end\"><\/span><\/h3>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"780\" height=\"650\" src=\"https:\/\/coachpodium.com\/wp-content\/uploads\/2023\/10\/analytics.png\" alt=\"\" class=\"wp-image-4089\" srcset=\"https:\/\/coachpodium.com\/wp-content\/uploads\/2023\/10\/analytics.png 780w, https:\/\/coachpodium.com\/wp-content\/uploads\/2023\/10\/analytics-300x250.png 300w, https:\/\/coachpodium.com\/wp-content\/uploads\/2023\/10\/analytics-768x640.png 768w\" sizes=\"(max-width: 780px) 100vw, 780px\" \/><\/figure>\n\n\n\n<p>You get a <strong>detailed overview<\/strong> of the email sequences. You can view the data separately for emails sent, opened, clicked, and the click rate for the predefined or custom duration.<\/p>\n\n\n\n<p>You also get insights into lifetime totals, including total subscribers with their subscription status.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"Upcoming_Features_of_CoachPodium\"><\/span>Upcoming Features of CoachPodium<span class=\"ez-toc-section-end\"><\/span><\/h2>\n\n\n\n<p>Email Sequence feature is available to our premium users.&nbsp;<\/p>\n\n\n\n<p>Currently, Email Sequence only works for the Wheel of Life Assessment, but we are evolving CoachPodium to:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Support various tools and various trigger points.<\/li>\n\n\n\n<li>Add a feature to create different email lists of your prospects for each Wheel of Life assessment.<\/li>\n\n\n\n<li>Add a contact form to your profile page to allow visitors to send inquiries.<\/li>\n<\/ul>\n\n\n\n<h2 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"Appreciating_Your_Feedback\"><\/span>Appreciating Your Feedback<span class=\"ez-toc-section-end\"><\/span><\/h2>\n\n\n\n<p>We are always eager to upgrade our platform. Our aim is to make CoachPodium useful for our users.&nbsp;<\/p>\n\n\n\n<p>We would like to hear your thoughts and ideas on improving and evolving our platform.<\/p>\n\n\n\n<p>If you have any feature you want to see, let us know on our <a href=\"https:\/\/app.coachpodium.com\/coach\/roadmap\">feature request page<\/a>.<\/p>\n\n\n\n<p>We\u2019re excited to make our platform work best for you!<\/p>\n","protected":false},"excerpt":{"rendered":"<p>We are excited to announce that a highly awaited feature, Email Sequence, is finally here. We introduced this feature so &hellip; <\/p>\n","protected":false},"author":3,"featured_media":4107,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_coachify_sidebar_layout":"centered","footnotes":"","_coachify_post_view_count":430},"categories":[27],"tags":[],"class_list":["post-4078","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-release-note","latest_post","image-hover-transition-effect"],"comments_count":"0","_links":{"self":[{"href":"https:\/\/coachpodium.com\/wp-json\/wp\/v2\/posts\/4078","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/coachpodium.com\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/coachpodium.com\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/coachpodium.com\/wp-json\/wp\/v2\/users\/3"}],"replies":[{"embeddable":true,"href":"https:\/\/coachpodium.com\/wp-json\/wp\/v2\/comments?post=4078"}],"version-history":[{"count":8,"href":"https:\/\/coachpodium.com\/wp-json\/wp\/v2\/posts\/4078\/revisions"}],"predecessor-version":[{"id":4115,"href":"https:\/\/coachpodium.com\/wp-json\/wp\/v2\/posts\/4078\/revisions\/4115"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/coachpodium.com\/wp-json\/wp\/v2\/media\/4107"}],"wp:attachment":[{"href":"https:\/\/coachpodium.com\/wp-json\/wp\/v2\/media?parent=4078"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/coachpodium.com\/wp-json\/wp\/v2\/categories?post=4078"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/coachpodium.com\/wp-json\/wp\/v2\/tags?post=4078"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}