Creating Email Sequences

Email sequences are the foundation of your campaigns. Learn how to create multi-step sequences that convert prospects into customers.

What is an Email Sequence?

An email sequence is a series of pre-written email templates that are sent automatically with specific delays between each email. When you launch a campaign, contacts receive each email in the sequence based on the delays you set.

Creating a Sequence

Step 1: Navigate to Sequences

Click Sequences in the sidebar navigation, then click Create Sequence.

Step 2: Sequence Details

Fill in the sequence information:

Name: Clear, descriptive name (e.g., "Q4 2024 SaaS Outreach")
Description: Optional notes about the sequence purpose and target audience

Step 3: Add Email Templates

Click your newly created sequence, then click Add Email Template. For each template:

Subject Line: Can include placeholders like {{first_name}}
Email Body: Your message content with placeholder support
Delay (days): How many days after the previous email (0 for first email)

Email Template Best Practices

Email 1: Initial Outreach

Delay: 0 days (sends immediately when campaign launches)
Focus: Introduce yourself, mention a relevant trigger or news
CTA: Soft ask (e.g., "Would you be open to a quick call?")
Length: Short (3-4 sentences max)

Email 2: Value-Add Follow-up

Delay: 2-3 days after Email 1
Focus: Provide value (case study, insight, helpful resource)
CTA: Medium ask (e.g., "Here's how we helped [similar company]")

Email 3: Final Touchpoint

Delay: 3-5 days after Email 2
Focus: Breakup email (polite, respectful exit)
CTA: Soft (e.g., "Reply 'interested' if you'd like to learn more")

Plan Limits

Free Trial: Unlimited sequences
Starter: 2 sequences
Growth: 10 sequences
Scale: 50 sequences

💡 Pro Tip

Don't send more than 3-4 emails in a sequence. Research shows reply rates drop significantly after the 3rd follow-up. Focus on quality over quantity - make each email count.