Email Sequences

Email sequences (drip campaigns) automatically send a series of emails to contacts on a schedule — perfect for onboarding, nurturing leads, or follow-up campaigns.

Creating a sequence

1. Go to the email sequences section
2. Click New Sequence
3. Configure:
   • Name — internal name (e.g., “New lead nurture”)
   • Description — what this sequence does
   • Trigger — what enrolls a contact (e.g., manual enrollment)
   • Unenroll on reply — automatically stop the sequence if the contact replies

Adding steps

Each step in a sequence defines an email to send and when:

Setting	Description
Step order	The position in the sequence (1, 2, 3…)
Delay	How long to wait after the previous step
Email content	Subject and body for this step

Example sequence: New lead follow-up

Step	Delay	Email
1	Immediately	”Thanks for your interest”
2	3 days	”Here’s what we can do for you”
3	7 days	”Any questions? Let’s chat”
4	14 days	”Last chance — special offer”

Enrolling contacts

Contacts can be enrolled in a sequence:

• Manually — select contacts and enroll them
• Via automation — an automation rule triggers enrollment

Managing enrollments

For each enrolled contact, you can see:

• Current step
• Next email date
• Status (active, completed, unenrolled)
• Unenroll reason (if applicable)

Tips

• Keep sequences short (3-5 emails) — longer sequences have diminishing returns
• Enable “unenroll on reply” to avoid sending automated emails after a real conversation starts
• Test sequences on yourself before enrolling real contacts