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Emails Tab - Lead Activation Overview (Vendors)
Emails Tab - Lead Activation Overview (Vendors)

This article covers all functionality within the "Emails" tab of Relevize

Written by Keegan Doyle
Updated over a week ago

Help Center Lead Activation Articles - Vendor

Connecting an email

Partners need to connect an email to Relevize in order to execute email campaigns. You may direct them to the settings page inside Relevize accessed via the gear in the top right corner of the screen. Partners will then see the section titled Lead Activation with the Email Integration row below it. They may click Connect to connect an email. Vendors are not eligible to connect an email inside Relevize, as all emails are sent from partners.

Relevize needs to be able to:

  • View emails in order to log email responses and automatically remove those leads from the sequence

  • Send emails on their behalf in order to execute on the email campaigns that are created inside Relevize

  • Access their calendar in order to log meetings booked and automatically remove those leads from the sequence

Visit for more information on the security around Relevize’s email integration.

For any further questions, reach out to [email protected]

Creating, editing, and viewing a sequence

To create a sequence, select the Emails tab on the main navigation bar. This will take you to the Email Sequences page, where you will see tabs for Email Sequences and Templates. Clicking Create Email Sequence on the Sequences tab will allow you to create a new sequence from scratch, or using a template as a starting point.

When creating an email sequence, you will first want to name your sequence. Click on the Use Template dropdown to select a template as a starting place.

Click on Email 1 to begin creating your email. Create a Subject Line at the top of the dialog box, then add the email body. When creating or editing subsequent emails in the sequence, be sure to input the desired number of business days after the previous email that you want this email to send.

Click on any of the variable tags to insert into the email. To add a hyperlink to an email, highlight the text you want to link, click on the link icon, paste in the URL, and click Update. To view the URL associated with a hyperlinked portion of text, click on the hyperlinked text, then click on the link icon to view the URL associated with that text.

To save the sequence as a template for future use, click Save As New Template. The email sequence will then be added as a template under the Templates tab, which can be edited or used as a starting place for future sequences.

When you are satisfied with the sequence and ready to share it with a partner, click Create Sequence for Partners. You will then be able to check the partners you wish to share the sequence with via a dropdown. Once you are happy with your selections, click Create Sequence for X Partners. Users at a partner will be notified via email that a new email sequence has been shared with them. You will then see a copy of the sequence you just created associated with each of the partners you selected on your Sequences page. Click on any of those sequences to make changes or enroll leads. Actions taken on one sequence will not affect other sequences created from the same template.

Please note that sequences cannot be edited after leads have been enrolled. To make changes to an email sequence, click on the 3 dot button and select Duplicate. A copy of the sequence will be made with “COPY” added to the end. Feel free to change the name to suit your needs. Now you are able to make any desired changes to the sequence, and enroll future leads in the new, updated sequence.

You may also Archive or Pause a sequence within the 3 dot menu. Archiving a sequence prevents further leads from being enrolled, while, pausing a sequence stops subsequent emails from sending until the sequence is resumed. To resume a sequence, click the 3 dot menu and select Resume.

Enrolling leads in a sequence and viewing lead activity

To enroll leads in an email sequence, click on a sequence within the Emails tab. This will pull up all the details of that sequence, with statistics at the top, and previously enrolled leads below. Click Enroll Leads to display leads associated with the partner attached to the selected sequence. These leads can be enrolled in the sequence unless they are currently enrolled in a different sequence.

Search for leads or filter by date created, lead source, or lead status. Once you have selected the leads you would like to enroll, select Enroll Leads at the bottom of the screen. Once leads are enrolled, Email #1 from the sequence will be sent within minutes. Be sure your partner is aware of the content of the emails, and that emails will be sent from their email address to the selected leads.

To remove a lead from a sequence, click on the lead, and select Stop Emails. This will immediately stop future emails in the sequence from being sent to the lead. Leads will automatically be removed from the sequence by responding to an email (autoresponders are ignored) or booking a meeting with the sender.

See lead activity by clicking on a lead and selecting the Activity section of the sidebar. Here you can see which email in a sequence was sent, when it was sent, and any actions taken by the lead. These actions include: email opened, email clicked, lead responded, and meeting booked.

Uploading Leads

To upload leads into Relevize, click on the Upload CSV button at the top right of the Leads page. This will allow users to select a CSV, select which partner these leads are to be shared with, and input a source for the leads. Please access the lead upload template here, as leads will not upload correctly unless the column headings exactly match those provided in the template.

If you would like to enroll leads you are uploading to Relevize directly in a sequence, click the switch to Enroll in an Email Sequence. You will then be able to select from a dropdown of sequences that the leads are able to be enrolled in. Select the sequence you desire, and click Upload & Enroll.



Sequence statuses:

Draft: Sequence was created but has not been shared with a partner.

Ready: Sequence has not been used before, but is ready for leads to be enrolled.

Active: Sequence has leads which are actively receiving emails and will receive emails from this sequence in the future.

Idle: Sequence had leads enrolled at one point, but does not have any emails scheduled to be sent. Leads can be enrolled at any time to re-activate.

Paused: Sequence was manually paused and is not sending any emails. Sequence must be resumed to continue sending emails.

Archived: Sequence has been manually archived. Leads are unable to be enrolled and no emails will be sent. Can be unarchived.

Lead sequence statuses:

Active: Lead is enrolled in sequence and will be receiving future emails

Finished: Lead was enrolled in sequence and has completed, either by finishing all steps, or by responding to an email or booking a meeting.

Removed: Lead was manually removed from sequence.

Paused: Lead is part of a paused sequence and will not receive emails until the sequence is resumed.


Total Enrollments: Total number of leads that have ever been enrolled in the sequence

Open Rate: Percentage of email in the sequence that have been opened

Clickthrough Rate: Percentage of emails in the sequence where any link has been clicked

Reply Rate: Percentage of emails in the sequence where a lead has responded to an email

Duration (business days): Number of business days it takes a lead to receive all email in a sequence.

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