Campaigns
Sequence
The Sequence step is the first stop in the campaign builder: it is where you write the emails, chain follow-ups with delays, and set the rules — stop conditions, pacing, tracking, and the sending schedule — that govern the whole campaign.
In this guide you will:
- build a multi-email sequence with follow-up delays
- use the email editor, templates, and personalization variables
- set stop conditions and lead pacing
- configure tracking and the sending window
Building the sequence
The right side of the step is the Email Sequence Builder. It starts with a Campaign Start node ("Recipients enter the sequence here") followed by your email cards, each labelled Email #1, Email #2, and so on. The first card carries a First Email badge and sends as soon as a recipient is reached; every later card is a Follow-up with its own delay, shown as a chip like 2d 4hor "Send immediately".
- Click Add Follow-up to append another email.
- Each card has duplicate and delete icons, so you can clone a well-performing step instead of retyping it.
- Clicking a card opens the full-screen email editor.
The email editor
The editor has three view modes — Edit, Split, and Preview(a Gmail-styled rendering of the email) — plus a distraction-free toggle. The left panel holds the step's settings:
- Templates — opens the template gallery, filtered by category. Picking one copies its subject and body into the step. See Templates.
- Sender— the connected account this campaign sends from ("Select a sender..."). This is a required launch-checklist item.
- Timing — on follow-ups only: delay in Days / Hours / Minutes after the previous step.
- Preheader — optional preview text, up to 130 characters.
- Quick Insert — an Add Unsubscribe Link button and a Reply-To field for routing replies to a different address.
The body uses the visual editor; the footer shows a character count and Save & Continue. Changes save with the rest of the campaign draft automatically.
Personalization variables
The Personalize dropdown on the subject, preheader, and body inserts variables that are resolved per recipient at send time:
| Group | Variables |
|---|---|
| Recipient | {{firstName}}, {{lastName}}, {{name}}, {{email}}, {{company}}, {{phone}} |
| Custom fields | One entry per custom field you have defined |
| System | {{signature}}, {{unsubscribe_link}}, {{current_date}}, {{current_year}} |
{{signature}} inserts the signature saved on the sending account — set it up under Email Accounts.
Spintax subject lines
The subject field supports spintax: write {option1|option2} and each recipient gets one variant at random, which keeps identical subjects from piling up in one inbox provider. A live badge counts the variations, and Preview Spintax shows sample expansions.
Sequence settings
The left-hand Settings card has three tabs that apply to the whole campaign.
General
- Campaign Name and an internal-only Description.
- Stop conditions— "Stop the campaign for people that:" Reply by email (on by default), Click on link, and Unsubscribe. When a condition fires, that recipient gets no further steps.
- Lead pacing— "Reach a new lead every N min" (default 30, adjustable in half-minute increments). The panel shows how many new leads per day that pace reaches within your sending hours. This — not a batch size — is how you control sending speed.
Tracking
- Track Opens, Track Clicks (with a link-tracking mode of All Links, Custom Only, or Disabled), and Track Unsubscribes.
- UTM Parameters — optional Source and Medium values appended to tracked links.
New campaigns start with open and click tracking switched off. If you want open and click numbers in Analytics, flip the toggles in the Tracking tab before you launch — they cannot be applied retroactively to emails already sent.
Schedule
- Timezone — auto-detected from your browser, with a full list to choose from. Scheduling on the Launch step uses this timezone.
- Sending Hours — start and end times, default 09:00–17:00.
- Sending Days — toggle each weekday; default Monday–Friday.
Emails only go out inside this window. A campaign launched Friday evening with default settings starts sending Monday at 09:00.
Always keep an unsubscribe path in the sequence — use Add Unsubscribe Link or the {{unsubscribe_link}} variable. Recipients who unsubscribe land on the team suppression list and are excluded from future sends. See Security & compliance.
Do it via the API
Sequence steps, tracking settings, and schedules can all be managed programmatically — see the Campaigns API reference.