Sequences and follow-ups

What it is

The Sequence tab shows the first email and every follow-up in order. A reply always stops the sequence for that person.

Add a follow-up

1. Open the campaign and go to the Sequence tab.
2. In Add a follow-up at the bottom, set how many days to wait after the previous email.
3. Write the subject and body, or switch on AI writes a personalised email for each prospect.
4. Click Save sequence. Follow-ups go only to people who have not replied.

Options for each step

• Open More options to choose who gets this email (for example only people who clicked a link).
• Send as a reply in the same thread keeps the follow-up under the first email. This is recommended.
• Each step shows a message score and any issues found in the text.
• Pause a step to skip it without deleting it, or click Remove follow-up.
• A sequence can have up to 10 steps.

Write with AI

Write with AI at the top drafts the whole sequence from a short description of your goal and your AI Training. Review the draft, then save it.

The emails are short and casual: an observation, why it matters, a small offer and a soft question. The first name, the short company name and your signature stay as merge fields, so each person gets their own.

Tips

• Two or three short follow-ups a few days apart usually work better than one long email.
• Follow-ups count toward each mailbox's daily limit.
• With A/B test two sequences on, the Sequence tab has a Sequence A and a Sequence B tab.