Creating a Sequence¶
Build a multi-step email sequence with timed delays and conditional logic to automate your outreach.
Create a New Sequence¶
- Go to Email > Sequences or say "Create a new sequence" in the chat
- Enter a name for the sequence (e.g., "Enterprise Outreach")
- Configure the sequence settings
- Add your steps
- Click Save
Step Types¶
Sequences support three types of steps:
Email Steps¶
Write the email that will be sent at this step. Use merge fields like {{contact.first_name}} and {{contact.company}} to personalize each message. Each email step includes a subject line and body.
Delay Steps¶
Set a waiting period between emails. You can specify the number of days to wait. Delays can use business days (skipping weekends) or calendar days.
Condition Steps¶
Add branching logic based on engagement. For example, you can check whether the contact opened a previous email and either continue the sequence or skip to the end.
Configure Settings¶
Before activating your sequence, configure these options:
- Send from -- Choose whether emails are sent from the sequence owner's account or the account of the person who enrolled the contact
- Send window -- Set the hours during which emails can be sent (e.g., 8:00 AM to 6:00 PM)
- Timezone -- Choose the timezone for the send window
- Business days only -- Skip weekends when calculating delays
- Stop on reply -- Automatically unenroll contacts who reply
- Stop on bounce -- Automatically unenroll contacts whose emails bounce
Pro Tip
Start with 3-4 steps. Shorter sequences tend to perform better than long ones with many follow-ups.
