Sequences

Sequences are automated email drip campaigns that send a series of messages to customers on a schedule.

10.1 Viewing Sequences

1. Go to Sidebar > CRM > Sequences
2. Browse sequences with enrollment counts and status

10.2 Creating a Sequence

1. Click New Sequence
2. Enter a name and description
3. Add steps:
   • Email Step — Select an email template, set delay (days after previous step)
   • Task Step — Create an activity, set delay
4. Configure options:
   • Pause on reply
   • Pause on bounce
5. Click Save

10.3 Enrolling Customers

1. Go to the sequence detail page
2. Click Enroll Customers
3. Select customers to enroll
4. Confirm enrollment

10.4 Managing Enrollments

View enrollment status for each customer:

• Active — Currently receiving sequence steps
• Paused — Paused due to reply, bounce, or manual pause
• Completed — All steps delivered
• Cancelled — Manually cancelled

Actions:

• Pause / Resume — Temporarily stop or restart
• Cancel — Permanently stop the sequence for this customer

10.5 Sequence Events

View a log of every step executed for each enrollment:

• Step number and type
• Delivery status (sent, failed, opened)
• Timestamp

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