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.

Sender Requirements

• The account must be connected and active.
• Sender name and signature come from account settings.
• Daily sending limits apply to the selected account.

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.