Create a sequence

Create a new sequence

Before creating a new email sequence, ensure you're following best practices for email deliverability so that your emails can reach recipients' inboxes successfully. Follow these steps to create a new sequence from scratch:

• Click Automations in the left-hand sidebar, then Sequences.

• Select New sequence in the upper-right, or click the ⋮ icon to the right of an existing workflow and choose Duplicate workflow to start with a copy of it.

• Give the sequence a name where it says Untitled Sequence at the top of the right-hand sidebar, and a description below. Alternatively, an AI-generated name and description will populate automatically when the sequence is published.

Manage team member sequence access

To adjust team members' access to the sequence, click Share in the upper-right. Learn more about managing access.

Customize sequence settings

Delivery window

Under Delivery, set the start and end times for the Sending window, and select a time zone. Enable the Business days only option to only send emails Monday-Friday, or disable it to include weekends.

Unsubscribe link

In the Email section under Unsubscribe link, select a phrase for the unsubscribe option shown at the bottom of your email. Hover over any option for a preview of the text that will be used in the email.

When a recipient unsubscribes, they can no longer be enrolled in that sequence or any other sequence with the same sender.

Thread replies

Under Email, enable the Thread emails toggle to send each email as a reply to the previous email sent in the sequence. When enabled, only the first email's subject line can be edited, and subsequent emails will use "RE: [previous subject line]".

Include sender signature

Under Email, enable the Include sender signature toggle to include the default signature for the sender at the bottom of each email sent in the sequence.

To select a specific email signature, navigate to the Settings tab, then select the Mailbox and Signature under Sender settings.

Exit criteria

Recipients will stop receiving emails from the sequence when exit criteria are met.

With the required Reply received exit criteria, recipients are automatically removed from the sequence when they reply to an email. Click the + for the option to add Meeting booked, which exits a recipient when a calendar event is booked between the sender and recipient.

Add emails to sequence

After configuring settings, set up the emails in your sequence.

Customize the schedule

First, choose when you want to send the first email. By default, it will be set to 0 days, meaning it will be sent the day a recipient is enrolled in the sequence (or within the next sending window). To customize, click Start immediately after enrollment and set the number of days to wait before sending the first email.

As you add emails to the sequence, you can customize the delay between emails by using the Wait button. Delays between emails must be a minimum of 1 day.

Drafting emails

The first email is available on the sequence canvas. You can either draft the email from scratch, or choose one of your existing email templates, and follow these guidelines on email content hygiene to ensure your content supports your email deliverability.

Use variables to personalize your email using record data. To add an AI variable, click the sparkle icon or type /ai. This allows you to provide a prompt and have AI generate unique text for each email recipient.

The AI variable automatically has context for the recipient's record and its relationships. You can also include specific variables in your prompt to give more detailed instructions. Additionally, the AI takes the surrounding email content into account, ensuring the generated text fits seamlessly into the email's flow.

To add an attachment, click the paperclip icon in the bottom left corner.

To add more emails, click Add step to sequence. Compose all emails you want to include in your sequence, then move on to publishing. You will be able to add recipients after publishing.

Publish a sequence

If you have finished customizing your sequence, click Publish sequence. Once published, you will be able to enroll recipients and begin sending the emails.

Enable delegated sending

Delegated sending allows workspace members to send emails in sequences from their team members’ email address rather than their own. Each team member who wants others to send emails on their behalf must enable this option for each sequence separately.

To enable delegated sending for your own email, navigate to the sequence, click the Settings tab, and toggle the switch next to Delegated sender under your name. By default, emails are sent from your current default mailbox at the time a recipient is enrolled. To always use a specific email address for the sequence, click Use default mailbox and select the desired email.

You can also invite another team member to be a delegated sender for a sequence, and once they grant access, anyone with access to the sequence can send emails on their behalf. To invite a user, search for and select them, then click Invite member.

Any other team members listed on the page have already enabled delegated sending for the sequence.

Keep in mind, only team members with access to the sequence can send on your behalf.

Enroll recipients into the sequence

Before enrolling recipients, ensure the validity of the email addresses in your list to support your email deliverability. Then, once a sequence has been published, there are a few ways you can enroll recipients:

• From the sequence itself, click Enroll recipients in the upper-right.

• From a person’s record page, click Enroll in sequence in the upper-right.

• From the page of any record that's linked to a person record via a relationship attribute, from a relationship attribute tab, click the checkbox next to the person and click Enroll in sequence

• From the People all records page or a list of people, select checkboxes next to people you want to enroll, then click Enroll in sequence at the bottom.

Next, choose the Sender: either one of your own synced email addresses to send from (it will default to your default sending email), or send on behalf of a team member who has enabled delegated sending for the sequence.

For recipients with multiple emails, click their email under Recipients to choose the desired address.

Click any recipient to see a preview of the sequence with data from their record shown in place of any variables.

Edit a live sequence

You can update a live sequence and publish it as a new version. New recipients will receive the latest published version, but those already enrolled will continue to receive the version that was active when they joined, even if updates are made later.

To revert unpublished changes, click Discard changes.

Track status of recipients

To view recipients and the status of emails sent from the sequence, see the Track status of sequence recipients article.