How to create an email sequence?

Its an automated series of emails sent as a single threaded conversation based on timing, conditions, and user behaviour. Walkthrough videoTABLE OF CONTENTSWhat is an Email Sequence? When Should You Use Email Sequences?

How to Create an

Email Sequence? What is an Email Sequence? An Email Sequence is a set of automated emails sent in order, forming a single threaded conversation with your contact. Each sequence can include: Multiple email stepsTime delays between emailsConditions (e.g., send only if email is opened)Automatic stopping when a contact repliesThis allows you to create personalised, behavior-based communication without manual follow-ups.

When Should You Use Email Sequences? Email Sequences are ideal for: Follow-ups: Automatically follow up with leads who haven’t respondedWelcome Series: Onboard new users or customersReminders: Send scheduled reminders for events, demos, or actionsNurture Campaigns: Gradually engage and educate your audienceUse sequences when you want to maintain consistent, timely communication without manual effort.

How to Create an

Email Sequence? 1. Navigate to SequencesGo to Marketing → Email → Campaigns2. Create a New SequenceClick on Create New Sequence3.

Set the TriggerChoose when the sequence should start: ImmediatelyAt a scheduled timeDepending on sequence type configure the "Stop on Reply"4. Select Your AudienceChoose from: ListsSegmentsIndividual contactsEnable Stop on Reply if needed5. Add Email StepsAdd multiple steps to your sequenceDefine delays between each step6. Configure Each StepFor every email: Select or design a template (or use plain text)Set conditions (e.g., send only if previous email was opened/delivered)Enable tracking as needed7.

Review and LaunchDouble-check your sequence flowActivate the sequence. You would find all emails are threaded in a sequence in our conversations section as well8. In the list view, click on three dots to access all the statistics - individual email step level and overall email action level. 9.

To look at all sequences statistics, you can also check the statistics dashboard in email marketing. FAQs1. What happens if a contact replies? If Stop on Reply is enabled, the sequence will automatically stop for that contact.

2. Can I send both designed and plain text emails? Yes, sequences support both designed templates and plain text emails. 3.

Can I control who receives each email? Yes, you can apply conditions to each step (e.g., based on open or delivery status). 4. How do I track performance?

You can view performance metrics at: Sequence levelIndividual step levelAccess stats from the three-dot menu → Statistics. 5. Will emails appear as separate messages? No, emails are sent as part of a single threaded conversation, helping maintain context.