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Automation · Sequences

Sequences

Sequences automate multi-step outreach — a series of emails and actions that run on a schedule as you enroll contacts, so follow-up happens consistently without manual chasing.

Where to find it

Open Sequences from the Automation area of the sidebar.

The sequence step editor
The sequence step editor

Building a sequence

A sequence is an ordered set of steps. In the editor you add steps — such as emails with delays between them — to define the cadence of your outreach. Once you're happy with it, publish the sequence so it can enroll contacts.

Enrolling contacts

Enroll people into a sequence to start them through the steps. You can enroll from a list or segment to reach a defined audience. As each contact progresses, Prerak tracks their run through the sequence.

Tip: Consent and suppression rules still apply to sequence emails. If someone has opted out, they're excluded — check the consent center if expected recipients aren't enrolled.

Sequences vs workflows

Sequences are for outreach cadences — a defined series of touches aimed at a person. For event-driven automation across your CRM (not just outreach), use Workflows.