Email sequences

Email sequences send a series of automated follow-up emails to selected contacts, lists or segments, keeping every step in a single email thread. Recipients see each follow-up as part of the same conversation instead of a string of unrelated emails.

For a local service business, sequences work well for following up on estimates, nurturing leads who asked for a quote, sending appointment reminders and onboarding new customers. A regular campaign sends one email to an audience, while a sequence continues over time based on timing and how each recipient responds. If you need multiple channels, pipeline changes or tasks, use a workflow instead.

Options you control:

• Steps and delays: add multiple email steps and set how long to wait between them.
• Conditions: send a step only if a previous email was delivered or opened.
• Stop on reply: end the sequence for a recipient as soon as they reply, so you can continue the conversation yourself.
• Format: use designed emails for branded messages or plain-text emails for a more personal, direct tone.
• Statistics: review results for the whole sequence and for each step to see which emails need work.

To set one up, go to Marketing, then Email, then Campaigns, and create a sequence. Before you start, decide on your audience, timing, email content and stopping rules so the sequence doesn't send unnecessary follow-ups.