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Automated Message Sequences & Status Points

Automated message sequences guide leads through their journey with tailored emails and SMS, triggered by status and treatment type.

Michael Doe avatar
Written by Michael Doe
Updated today

DenGroโ€™s automated messaging sequences help nurture your leads by sending the right emails and SMS at the right time โ€” all tailored to their journey and treatment interest. This article explains how these sequences work, what sequence status points mean, and how you can manage and customise the flow of communication with your leads.


What Are Automated Message Sequences? ๐Ÿค–๐Ÿ“ง

Automated message sequences are pre-set series of emails and SMS sent to your leads based on specific triggers and their progress through your sales or treatment journey.

Key Benefits:

  • โฐ Saves time โ€” no need to manually send follow-ups.

  • ๐Ÿ”„ Consistent nurturing โ€” messages guide leads step-by-step.

  • ๐ŸŽฏ Personalised content โ€” messages change depending on treatment and lead status.

  • ๐Ÿ“ˆ Improved engagement โ€” tested and optimised sequences boost response rates.


How Do These Sequences Work? โš™๏ธ

Once a lead enters your DenGro system, they are automatically assigned to a message sequence that matches their treatment and current status.

Main triggers for message sending:

  • ๐Ÿ†• Lead creation: A new lead added (manually or via online form) triggers entry into a sequence.

  • ๐Ÿ”„ Status changes: Updates like โ€œNew,โ€ โ€œAppointment Booked,โ€ or โ€œConsultation Completedโ€ move leads along the journey and trigger different message sets.

  • โณ Pre-set schedule: Each message in the sequence sends based on a timed schedule configured for optimal follow-up intervals.


What Are Sequence Status Points? ๐Ÿ“

Sequence status points mark the different stages a lead passes through during their journey. At each status point, specific messages can be sent to suit where the lead currently is in their decision-making process.

Common Status Points:

  • ๐Ÿ†• New โ€” just added, receiving introductory info and invites to book.

  • ๐Ÿ“… Appointment Booked โ€” confirmation messages and reminders.

  • โœ… Consultation Completed โ€” follow-up info, finance options, or next steps.

  • ๐Ÿฆท Treatment Started โ€” engagement around treatment progress and care.

  • โŒ Inactive or Lost โ€” re-engagement attempts or exit messages.


Managing Messages at Each Status Point ๐Ÿ”ง

You have control over which messages send at each status point:

  • โœ… Enable or disable messages globally per status point via your practiceโ€™s Details settings.

  • ๐Ÿ“ด Turn off messages for individual leads when manually updating their status or adding them to the system.

  • โœ๏ธ Pro Plan users can fully customise message content and timing with Editable Automations.


How Does DenGro Choose the Right Sequence? ๐ŸŽฏ

DenGroโ€™s logic considers multiple factors to pick the best sequence:

  • ๐Ÿฆท Assigned treatment: Each leadโ€™s treatment defines the core messaging journey.

  • ๐Ÿ”ข Lead status: The stage in the journey influences which messages send.

  • ๐Ÿ‘ฅ Group journeys: For practices in a Group, messages can be tailored to match Group branding and marketing campaigns.

  • ๐Ÿ”„ Fallback logic: If no specific sequence exists for a treatment, DenGro defaults to a related or generic sequence.


Can I Personalise and Edit These Messages? โœ๏ธโœจ

  • ๐Ÿ“ˆ Growth Plan users get fixed messages crafted for high engagement but can personalise practice details (e.g. contact info, logo).

  • ๐Ÿ› ๏ธ Pro Plan users unlock Editable Automations to edit message text, timing, and sequence flow.

Keep your Practice Details up to date with contact info, opening hours, social links, and logos to personalise emails and SMS.


Why Are These Status Points Important? ๐Ÿ”‘

Sequence status points help you:

  • ๐ŸŽฏ Send relevant messages that fit the leadโ€™s current mindset and needs.

  • ๐Ÿšซ Avoid spamming leads with irrelevant content.

  • ๐Ÿ“Š Optimise conversion by nudging leads at the right moments.


Quick Tips for Managing Your Sequences โœ…

  • ๐Ÿ” Review and update your Lead Automation Preferences in Settings regularly.

  • โธ๏ธ Use status points to pause or stop messages where needed.

  • ๐Ÿ“ Keep your Practice Details updated for accurate personalisation.

  • ๐Ÿ”ง Take advantage of the Editable Automations feature on the Pro Plan for deeper customisation.


If you need help with specific settings or customisation, contact your account manager or DenGro support. ๐Ÿ“ž๐Ÿ’ฌ

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