Email Sequences

Sequence Overview

A sequence is a coordinated series of emails sent automatically based on timing rules:

• First email sends immediately when a recipient is enrolled
• Follow-up emails send after configurable delays
• Each recipient progresses through the sequence independently
• Stop conditions can halt the sequence early (reply, click, etc.)
• Track performance per email step and overall

Sequence vs. Single Email

Step 1: Start a New Sequence

1. Go to Campaigns → Create Campaign.
2. Enter a sequence name (for internal reference).
3. Select the email account(s) to send from.
4. The visual sequence builder opens automatically.

Step 2: Add Email Steps

Build your sequence by adding email steps:

• First Email: Sends immediately when enrolled (no delay).
• Follow-ups: Click "Add Follow-up" to add subsequent emails.
• Content: Write subject and body for each email.
• Timing: Set delay before each follow-up sends.

Step 3: Configure Timing

Set delays between emails using flexible time units:

General Settings

• Stop on Reply: Automatically stops the sequence when a recipient replies.
• Stop on Click: Stops when a recipient clicks any link.
• Stop on Unsubscribe: Removes recipient from sequence on opt-out.
• Throttle Rate: Maximum emails per hour to protect deliverability.

Tracking Settings

• Track Opens: Monitor when recipients open emails.
• Track Clicks: Track link clicks (all links or custom selection).
• Track Unsubscribes: Log unsubscribe events.
• UTM Parameters: Add source, medium, and campaign tags for analytics.

Schedule Settings

• Timezone: Select your timezone or auto-detect from browser.
• Sending Hours: Define start and end times (e.g., 9 AM - 5 PM).
• Sending Days: Choose which days to send (Monday-Sunday).
• Send Time Optimization: Automatically optimize send timing.

Rotation Types

• Round-Robin: Alternates between accounts for each email sent.
• Weighted: Distributes based on per-account sending limits.
• Daily Limit: Respects daily send limits per account, resets each day.

Setting Up Rotation

1. Enable "Email Rotation" in sequence settings.
2. Select multiple email accounts to include.
3. Choose your preferred rotation type.
4. Set per-account daily limits if using weighted or daily limit mode.

Enrollment Statuses

Auto-Enrollment

When enabled, new leads added to your campaign are automatically enrolled in the sequence:

• New imports are enrolled immediately
• Manually added leads join the sequence
• Disable to manually control enrollment

Managing Individual Enrollments

• Pause: Temporarily stop a specific recipient's progression.
• Resume: Continue from where they left off.
• Cancel: Permanently remove from sequence with optional reason.
• Skip: Move to next email without sending current one.

Overall Metrics

• Total Enrolled: All recipients ever enrolled
• Active: Currently progressing through sequence
• Completed: Received all emails
• Paused: Temporarily stopped
• Cancelled: Stopped early (reply, bounce, etc.)

Per-Email Metrics

Track performance for each email in the sequence:

Sequence Design

• Keep sequences to 3-5 emails for sales outreach.
• Space emails 2-3 days apart for B2B, 1-2 days for B2C.
• Make each email shorter than the previous one.
• Vary your approach—don't repeat the same message.
• End with a clear breakup email if no response.

Timing Tips

• Tuesday-Thursday typically have best open rates.
• Send during business hours (9 AM - 5 PM recipient time).
• Avoid Mondays (inbox overflow) and Fridays (weekend mode).
• Test different timings with A/B tests to find your optimal window.

Content Tips

• Email 1: Introduce yourself and provide value.
• Email 2: Reference first email, add social proof.
• Email 3: Create urgency or offer something specific.
• Final Email: Polite breakup with door left open.