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.

Choose a trigger

Open Sequences and create a new one. The trigger decides who gets enrolled, for example:

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

Add steps

Build the flow step by step:

• Send Email or Send SMS, the messages contacts receive
• Wait, pause for minutes, hours, days, or weeks between steps
• Condition, only continue if a contact meets a rule
• 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 when you're ready and track enrollments from the sequence page.

Next

• Run email marketing campaigns
• Build automated workflows