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:

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

• Select New sequence in the upper-right.

• 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. Enable the Business days only option to 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.

Exit criteria

Recipients will stop receiving emails from the sequence when exit criteria are met. With the required Reply received exit criteria, recipients are removed from the sequence once they reply to an email.

Add emails to sequence

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

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.

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. Use variables to personalize your email using record data. Follow these guidelines on email content hygiene to ensure your content supports your email deliverability.

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 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.

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 track the progress of recipients and emails:

• Go to Automations > Sequences in the left-hand sidebar.

• Select the sequence and navigate to the Recipients tab.

Click through recipients to view their progress. You can also see who enrolled them, what steps have been completed and when, which step they’re currently on, any replies received, automatic out of office replies detected, or exit criteria met.

For active recipients, you can:

• Pause their sequence

• Resume if paused

• Exit from sequence to stop all future emails

At the bottom under Insights, you’ll see how many recipients are Active, Enrolled, or Exited (due to meeting exit criteria, completing the sequence, unsubscribing, a hard bounce, or having been manually exited by a workspace member).

Out of office detection

If an email sent from a sequence receives an automatic out of office reply, the recipient will automatically be paused in all sequences until the day after they will return, indicated in their email.

Email outbox

Attio limits the frequency of emails sent from a single mailbox to protect your deliverability. For each mailbox, a maximum of 12 emails can be sent per hour, and Attio waits five minutes between each send. The daily limit of emails that can be sent with sequences is 200 emails per mailbox.

During the delivery window set for a sequence, queued emails appear in the Outbox (under Emails in the left-hand sidebar). Click an email in the outbox to preview it, see which sequence it’s part of, and check when it's scheduled for delivery.