🔁 Sequence Automations Overview
Recess’ Sequence Automations feature allows you to build powerful, visual workflows that enhance communication with your leads and members. Whether you're nurturing new prospects, onboarding new clients, or re-engaging inactive members, Sequences give you the tools to automate communication based on behavior—so no one slips through the cracks.
⚙️ Enabling Sequence Automations
Before you begin, make sure the feature is turned on in your account:
Navigate to Tools > Profile Settings
Scroll down to Sequences
Toggle the feature ON
🧩 Key Concepts
Here’s what you’ll use when building a sequence:
Triggers: The action that starts the sequence
Example: A client signs up, books a class, or submits a form
Actions: What the system does in response
Send email, send SMS, apply tag, assign task, etc.
Conditions: If/Then logic used to branch the flow
Example: “Did the client book a class within 3 days?”
Delays: Add pauses between actions
Example: “Wait 2 days before sending the next email”
Variables: Personalization snippets for emails/texts
Use the envelope icon in the top right corner of the message editor to access variables like:
{{recipient__first_name}} — Client’s first name
{{organization__name}} — Studio name
{{class__name}} — Class name
{{package__price}} — Package price
🧠 What Makes Sequences Different from Automations?
While automations are simple, one-step trigger-action flows, Sequences allow for multi-step, conditional, and branching workflows. Think of it like building a decision tree based on member behavior—visually.
Every automation you’ve previously built can be migrated into a Sequence (just remember to disable the original).
✍️ Best Practices
Plan First: Draft your workflow in a Google Doc or whiteboard before building it in Recess.
👉 Click here for a template — File > Make a Copy
Use Personalization: Add variables to your messages to make them feel human. Envelope icon in the top right corner of the editor
Monitor Performance: Check metrics like open rates, clicks, and flow completions to improve results over time.
Leverage Templates: The Recess Library has prebuilt Sequences you can install and customize quickly.
⭐ Recommended Sequences (Templates Available!)
Here are examples you can build—or install from the Recess Network:
1. 🧲 Lead Nurture Sequence
Trigger: Lead submits a form
Flow:
Condition: “Did they purchase a package?”
Yes → Encourage class booking
No → Wait 1 hour, send reminder email
No action after 24 hours → Send second reminder
Still no action after 3 days → Notify staff to follow up
2. ✨ New Client Onboarding
Trigger: Client purchases a package
Flow:
Welcome email (instant)
Delay 1 day → Send intro to the studio
Delay 3 days → Share membership tips
Delay 7 days → Check-in message
3. 🔁 Win-Back Flow
Trigger: Client inactive for 30 days
Flow:
Send “We Miss You” email with offer
Delay 3 days → “Did they return?”
Yes → Send welcome-back message
No → Delay 7 days, send stronger incentive
Still no response after 14 days → Notify staff
4. 🎉 Personal Milestone Sequence
Trigger: Client’s birthday, anniversary, or milestone
Flow:
Send celebratory email
Optional: Apply complimentary class or discount
Optional: Tag client so front desk can give a shoutout
🔍 Performance & Tracking
Once your sequence is live, you can:
View how many users are at each step
See open rates, click-throughs, bounces, unsubscribes
Dive into detailed stats for each message or action
Monitor who is in what stage and what’s next
🛠️ Advanced Features
A/B Testing: Split flows to test subject lines, offers, or timing
Tag-Based Triggers: Start sequences when a tag is applied
Looped Sequences: Run sequences annually (e.g. birthdays, anniversaries)
🧭 Troubleshooting & FAQs
Q: Can a client be in multiple sequences?
Yes—but make sure they aren’t receiving duplicate or conflicting messages. Also, If you are replacing a sequence that was previously built in the Automations tab, please disable the automation version, or they will receive both messages.
Q: Why didn’t a message send?
Check the conditions in your sequence and ensure the client meets all criteria. Check to see if there are any timing delays.
Q: What happens if a client’s behavior changes mid-sequence?
They will follow the path defined by your logic (e.g., “Yes” or “No” branches).
Q: Can I pause or edit a live sequence?
Yes, you can pause it and make changes at any time.
Q: What happens when I install a sequence from the Recess Library?
It won’t go live until you review and edit it—giving you a chance to personalize.
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