Creating and Starting Sequences

Learn how to setup and use sequences to send review request emails

Carly Cafferello avatar
Written by Carly Cafferello
Updated over a week ago

The Sequences feature in Okendo is a powerful email engine that automates post-purchase emails, encouraging customers to leave reviews, including images and videos of their purchases.

In this article, you'll learn how to:

Note: You can perform a lookback campaign using a sequence. Click here to learn more.

Step 1: Create a Sequence

  1. Open your Okendo app.

  2. Click Mail in the sidebar. The Sequences page will appear.

  3. Click the + New Sequence button.

  4. Select a starting sequence template.

    • Note: You can enter a new name for your sequence or keep the default name.

  5. Click Create Sequence.

  6. Proceed to the next section to configure the elements in the sequence.

Step 2: Configure the Sequence Elements

After creating your sequence, you can edit any of these four sequence elements:

  • RECRUIT block

  • WAIT block

  • SEND block

To edit a block, click the block itself to see the available options. You'll only see information about a step if there's nothing to edit.

RECRUIT Block

The RECRUIT block allows you to configure the start date of the sequence. Okendo will recruit any orders with a fulfillment date on or after the start date into the sequence. If you want to recruit past orders (a lookback campaign), select a date in the past.

To configure the RECRUIT block:

  1. Click the RECRUIT block.

  2. Select a date in the Start Date field.

    • (Optional) Select a date in the End Date field.

  3. Click Save.

    • Note: Although an order may meet the criteria of a recruit block multiple times, Okendo recruits an order into a sequence only once and therefore sends a review request email only once.

WAIT Block

The WAIT block determines the number of days Okendo waits before sending a review request email to recruited orders in the sequence.

To configure the WAIT block:

  1. Click the WAIT block.

  2. Select one of the following:

    • Fulfilment: Okendo starts the waiting period when the order is fulfilled.

    • Delivery: Okendo starts the waiting period when the order is delivered. This option will only work if your store is currently set up with an app that updates the Shopify order status to delivered, such as Aftership. Otherwise, it will default to fulfilment.

  3. Set the number of days for the waiting period in the Wait Time for Domestic Orders field.

    • Note: You can set a separate wait time for international orders.

  4. Click Save.

SEND Block

This block allows you to set which customized review request email will be sent to your customers.

To configure the SEND block:

  1. Click the SEND block.

  2. Select the email you want to send in the Email field.

  3. Preview the email:

    • Click the Preview button to see a compiled version of the email that your customers will see.

    • Note: Okendo randomly selects the products to show in the preview email, but customers will see the products they ordered when they receive the review request email.

  4. (Optional) Send a test email:

    • Click the Send Test button to receive a test email.

Step 3: Start a Sequence

When you start a sequence, Okendo begins to recruit orders and moves them through the different steps based on the conditions and criteria you set up. For example, Okendo will send review request emails to orders that meet all the conditions of the sequence.

To start a sequence:

  1. Click the ▸ Start button.

    • Note: You can only have one sequence running at a time.

  2. Click Start Sequence.


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