How to create an email sequence
A sequence sends a series of emails to each recipient, with follow-ups a set number of days apart. It's the easiest way to make sure nobody falls through the cracks after a first email. Sequences are included on the Growth and Pro plans.
Create a sequence
- Go to Campaigns and click New campaign.
- In Setup, name the campaign, choose Sequence as the campaign type, and pick the sender mailbox.
- In Recipients, select the contacts to include. Use Filter to narrow the list.
- In Content, write each step (see below).
- In Schedule, choose Send manually or Schedule for later, and check the stop-on-reply and tracking settings.
- In Review, check everything and launch.
Writing the steps
The Content step shows your Sequence steps. Step 1 is the first email; each later step has a timing line — "Send this email [number] [days] after previous step." Click Add step to add another follow-up, or Remove to delete one.
Each step has its own subject and body. Use Variables to personalize with contact details and custom fields, Templates to start from a saved template, and Preview to check the result. Advanced options adds CC, BCC and Reply-To.
Stop on reply
In the Schedule step, Stop on reply stops a recipient's follow-ups as soon as they reply. Replies must go to the sending mailbox. Recognizable automatic replies, such as out-of-office messages, are ignored. You can turn the setting off if you want every step sent regardless.
Tips
- Keep follow-ups short and give each one a reason to exist.
- Two or three follow-ups, a few days apart, is usually enough.
- Check the daily sending cap shown in the Schedule step before launching a large list.
For broadcasts, tracking and statuses, see how campaigns work.
If you run into issues, use the chat in the bottom-right corner or the contact form at teamopipe.com/en/contact — we typically respond within 4 hours on business days.