Sequences

Sequences are automated multi-step email campaigns sent to individual contacts over time.

What Is a Sequence?

A sequence is a series of email steps with delays between them. For example:

Day 1  → Send introduction email
Day 3  → Send follow-up email (if no reply)
Day 7  → Send case study
Day 14 → Send "last touch" email

Each contact moves through the sequence individually, at their own pace. Sequences stop automatically when a contact replies.

Creating a Sequence

1. Go to Sequences → New Sequence
2. Enter a sequence name
3. Click + Add Step
4. For each step:
   • Choose a delay from the previous step (e.g., 3 days)
   • Write a subject and email body
   • Use variables: {{contact.firstName}}, {{sender.name}}, {{unsubscribe_link}}
5. Add as many steps as needed
6. Click Save (the sequence is saved as a draft)

Testing a Sequence

Before enrolling real contacts:

1. Open the sequence → click Send Test Email
2. Enter your own email address
3. You'll receive the first step immediately (ignoring delays)
4. Check formatting, links, and variables

Enrolling Contacts

Enroll one contact

1. Go to CRM → Contacts → open the contact
2. Click Actions → Enroll in Sequence
3. Select the sequence
4. Click Enroll

Enroll from a filtered view

1. Filter your contacts list (e.g., "Stage = Lead, Created this week")
2. Select all contacts
3. Click Bulk Actions → Enroll in Sequence
4. Choose the sequence and click Enroll

Via AI

"Enroll all contacts tagged 'cold outreach' in the 'Q2 Prospecting' sequence"

Managing Enrollments

Go to Sequences → [sequence name] → Enrollments to see:

• Active enrollments (which step each contact is on)
• Paused enrollments
• Completed enrollments
• Contacts who replied (auto-unenrolled)

Pause a contact: find them in enrollments → click Pause. Emails stop until you resume.

Unenroll a contact: click Unenroll. They won't receive further steps.

How Auto-Unenroll Works

A contact is automatically unenrolled when:

• They reply to any email in the sequence
• They unsubscribe (via the unsubscribe link)
• Their email bounces
• You manually unenroll them

Auto-unenroll prevents you from sending follow-ups to contacts who are already engaged.

Sequence Analytics

View per-sequence metrics in Sequences → [sequence name] → Analytics:

Tips

• Keep sequences short — 4–6 steps outperforms 10+ steps in most cases
• Personalise — use {{contact.firstName}} and {{contact.company}} at minimum
• Always include {{unsubscribe_link}} in every step — required for compliance
• Test first — always send a test before enrolling real contacts
• Check timing — delays are based on business days by default (configurable per sequence)