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Create an Email Sequence

Nurture your contact list, engage your members & convert leads

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Create an Email Sequence

An Email Sequence is a series of emails sent with pre-set time intervals to contacts after they are subscribed to the sequence via trigger-based automations.

To create a new email sequence:

  1. Open the Marketing tab from the Dashboard.

  2. Click Email Campaigns.

  3. Then, click + New Email Campaign on the Email Campaigns dashboard:
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  4. Select Email Sequence and enter your Internal Title in the text box.

  5. Click Continue:
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  6. Select your email template or select the classic editor to begin building and designing the first email in your sequence.

  7. Click Get Started.

  8. Enter the internal title for the email in your Email Sequence.

  9. Click Create.

Note: If a contact is not subscribed to receive marketing emails they will not receive emails in an Email Sequence. Learn more about Subscribers for details.
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If your subscribers are not receiving your sequence, your emails may be getting marked as spam. Learn how to improve your sender reputation and improve your email deliverability.



Edit emails in your Email Sequence

After creating an Email Sequence, edit the emails in that sequence according to your brand and language preferences.

In the Email Editor:

  1. Determine the number of Day(s) after a contact subscribes to receive the email in the sequence.

  2. Set the Time you want the email sent to sequence subscribers. Learn more.

  3. Enter an Internal Title to help you differentiate between the emails in your Email Sequence.

  4. Add a Subject to encourage your recipients to interact with your content.

  5. Build your content into the Body of the email:

To edit an email:

  1. Open the Marketing tab from the dashboard.

  2. Click Email Campaigns.

  3. Select the Email Sequence you wish to edit.

  4. Click the Email Title to edit:


Add emails to an existing Email Sequence

  1. Open the Marketing tab from the Dashboard.

  2. Click Email Campaigns.

  3. Select an existing Email Sequence.

  4. Click + Add New Email:
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  5. Select a template.

  6. Click Get Started.

  7. Enter a Title for your Email.

  8. Click Create.

Note:
Avoid adding emails to a sequence retroactively. If you created an Email Sequence with three emails sent on days 3, 5, and 7, and you wanted to add an email to be sent on day 6 of the sequence, that email will not be sent to subscribers who have already passed day 6 in the sequence.



Send multiple emails per day

You can send up to two emails per day to Email Sequence subscribers. This is a powerful way to leverage Email Sequences for various campaigns.

For example, you may have an Offer deadline approaching that you want to encourage your recipients to participate in. With multiple emails, you can send up to two emails on the last day of your sequence.

Set up multiple emails to be sent on the same day in your sequence by selecting the same Day (e.g., Day 1, Day 2, etc.) when creating two emails.

Note: Email Sequences cannot send multiple emails set to send on Day 0 (i.e., immediately). If you wish to send multiple emails on the same day, you will need to set your send time for a future date.

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Customize an Email Sequence

Design an Email Sequence for your unique business:

Tip:
Send the first email in the sequence immediately after a contact is subscribed to the sequence by setting the Day to 0 when editing the email.

Note: Adding emails to an active sequence retroactively will result in an inconsistent experience across your Email Sequence subscribers. If you created an Email Sequence with three emails sent on days 3, 5, and 7, and you wanted to add an email to be sent on day 6 of the sequence, that email will not be sent to subscribers who have already passed day 6 in the sequence.

Learn how to send yourself a test email prior to emailing your list.

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