Creating an Email Sequence

What this does

An email sequence automatically sends a series of emails to contacts at timed intervals. This nurtures leads without manual follow-up.

When to use it

Use sequences for lead nurturing, onboarding new customers, or re-engaging cold contacts.

Step by step

1. Go to Marketing > Sequences in the main menu
2. Click + New Sequence
3. Name your sequence (e.g. "New Lead Nurture")
4. Add steps:
   • Click + Add Step
   • Select an email template or write a new email
   • Set the Delay (e.g. 2 days after previous step)
5. Configure exit conditions:
   • Stop if contact replies
   • Stop if deal is won
6. Click Save
7. Add contacts to the sequence manually or via automation rules

Tips

• Keep sequences to 3–5 emails — more than that and engagement drops
• Personalise each email with merge fields (contact name, company)
• Monitor open and click rates to improve your sequence over time