Set up email sequences (drip campaigns)

A sequence is a series of messages that go out automatically over time. Use one to onboard new contacts, nurture leads, or follow up after a purchase.

Start from a recipe

Open Sequences and look at Recipes first. These are ready-made sequences with the emails already written, each one showing its trigger, how many emails it sends, and how many steps it has. Install one in a click and edit it from there.

Choose a trigger

If you build your own, the trigger decides who gets enrolled, for example:

• Manual enrollment, you add contacts yourself
• New contact created, anyone added to your CRM
• Form submission, when someone submits a specific form
• Tag added to a contact
• Deal won or deal stage changed
• Booking created, invoice paid, course enrollment, or product purchased

Add steps

Build the flow step by step:

• Send Email or Send SMS, the messages contacts receive. On an email step you can have AI draft the subject and body for you.
• Wait, pause for a number of hours or days between steps
• Condition, only continue if the contact has, or does not have, a given tag
• If/Else Branch, split the path based on what a contact has done
• Goal, end the sequence when a contact reaches an outcome (like getting a tag)

Branching lets you send different messages to different people, so the sequence feels personal.

Turn it on

A new sequence stays a draft until you Activate it. Once it is active you can Pause it at any time and Resume it later, and the sequence page shows how many contacts are enrolled.

Next

• Run email marketing campaigns
• Build automated workflows