Email Sequences

Email sequences let you send a series of automated emails to contacts over time. Instead of sending one-off messages, sequences nurture your leads through a structured flow — from introduction to follow-up to conversion. Each step in the sequence pairs a template with a timing delay, and you can add engagement conditions to individual steps. Sequences run automatically as part of a campaign, so you can focus on other work while your outreach continues in the background.

To create a new sequence, go to Email > Sequences and click 'New Sequence'. Give it a clear name that describes its purpose (e.g., 'New Lead Follow-Up' or 'Post-Demo Follow-Up'). Add steps by choosing a template and setting the delay between each email — for example, send step 1 immediately, step 2 after 3 days, and step 3 after 7 days. Delays can be measured in hours, days, or weeks, and you can reorder, duplicate, or remove steps as the flow takes shape. The sending account is chosen on the campaign that uses the sequence, not per step. Save as a draft while you refine it, and activate the sequence when it is ready to use.

Contacts enter a sequence through the campaign that uses it — when the campaign launches, its recipients move through the sequence's steps. Stopping conditions end the flow for a contact once its job is done: enable stop-on-reply and a recorded reply halts the remaining steps for that contact, checked immediately before each send so a reply that arrives between steps still stops the next one. Individual steps can also carry engagement conditions (opened, clicked, replied, bounced) that decide whether the step runs, is skipped, or stops the flow. These controls prevent over-sending and ensure your outreach stays relevant.

The sequences page shows your library at a glance — how many sequences you have, how many are active, and the total steps across them. Open a sequence's analytics tab (on its edit page) to see its performance: sent, delivered, opened, clicked, bounced, and replied counts, with a step-by-step breakdown to identify where recipients drop off. Use that to optimise specific emails: deactivate a sequence, adjust the content or timing, and reactivate when ready.