Skip to content
Marketing

How to create an email sequence?

Its an automated series of emails sent as a single threaded conversation based on timing, conditions, and user behaviour. Walkthrough video TABLE OF…

3 min read565 words9 explained images
View as markdownOpen in ClaudeOpen in ChatGPT
Each image has a one line explanation. Switch to full detail for the step it belongs to, the fields and buttons involved, examples and the whole procedure.
On this page
  1. What is an Email Sequence?
  2. When Should You Use Email Sequences?
  3. How to Create an Email Sequence?
  4. How to Pause an Email Sequence?

Its an automated series of emails sent as a single threaded conversation based on timing, conditions, and user behaviour.
Walkthrough video

Figure 1 What this shows Its an automated series of emails sent as a single threaded conversation based on timing, conditions, and user behaviour. What this shows Illustrates "How to create an email sequence?". This screenshot appears in "How to create an email sequence?". The text alongside this image reads: Its an automated series of emails sent as a single threaded conversation based on timing, conditions, and user behaviour. Walkthrough video. Immediately after, the guide continues: What is an Email Sequence? When Should You Use Email Sequences? How to Create an Email Sequence? How to Pause an Email Sequence? Image 1 of 9 What this coversIts an automated series of emails sent as a single threaded conversation based on timing, conditions, and user behaviour. Walkthrough video
Buttons and menus referenced Walkthrough videoTABLE OF CONTENTS
Next stepWhat is an Email Sequence? When Should You Use Email Sequences? How to Create an Email Sequence? How to Pause an Email Sequence?
All 4 steps in this procedure
  1. What is an Email Sequence?
  2. When Should You Use Email Sequences?
  3. How to Create an Email Sequence?
  4. How to Pause an Email Sequence?

TABLE OF CONTENTS

What is an Email Sequence?

An Email Sequence is a set of automated emails sent in order, forming a single threaded conversation with your contact.

Each sequence can include:

  • Multiple email steps
  • Time delays between emails
  • Conditions (e.g., send only if email is opened)
  • Automatic stopping when a contact replies

This allows you to create personalised, behavior-based communication without manual follow-ups.

When Should You Use Email Sequences?

Email Sequences are ideal for:

  • Follow-ups: Automatically follow up with leads who haven’t responded
  • Welcome Series: Onboard new users or customers
  • Reminders: Send scheduled reminders for events, demos, or actions
  • Nurture Campaigns: Gradually engage and educate your audience

Use sequences when you want to maintain consistent, timely communication without manual effort.

How to Create an Email Sequence?

1. Navigate to Sequences

  • Go to Marketing → Email → Campaigns

2. Create a New Sequence

  • Click on Create New Sequence
    Step 1 of 1: Click on Create New Sequence What this shows Step 1 of 1: Click on Create New Sequence What this shows Shows what to click for step 1 of 1 in the "How to Create an Email Sequence?" section of "How to create an email sequence?". This screenshot accompanies step 1 of 1 in the "How to Create an Email Sequence?" section of "How to create an email sequence?". At this point in the walkthrough you click on Create New Sequence. For context, this section explains: Add multiple steps to your sequence Define delays between each step. This part of the guide covers 10 fields, listed below. Step 1 of 1Image 2 of 9 What to clickClick on Create New Sequence
    Fields in this part of the guide ImmediatelyAt a scheduled timeDepending on sequence type configure the " Stop on Reply "ListsSegmentsIndividual contactsEnable Stop on Reply if neededDefine delays between each stepEnable tracking as neededDouble-check your sequence flow
    Buttons and menus referenced Create New SequenceMarketing → Email → CampaignsStop on Replydelays

3. Set the Trigger

  • Choose when the sequence should start:
    • Immediately
    • At a scheduled time
    • Depending on sequence type configure the "Stop on Reply"
      Step 3 of 3: Depending on sequence type configure the " Stop on Reply " What this shows Step 3 of 3: Depending on sequence type configure the " Stop on Reply " What this shows Shows what to fill in for step 3 of 3 in the "How to Create an Email Sequence?" section of "How to create an email sequence?". This screenshot accompanies step 3 of 3 in the "How to Create an Email Sequence?" section of "How to create an email sequence?". At this point in the walkthrough you depending on sequence type configure the " Stop on Reply ". This part of the guide covers 10 fields, listed below. Step 3 of 3Image 3 of 9 What to fill inDepending on sequence type configure the " Stop on Reply "
      Fields in this part of the guide ImmediatelyAt a scheduled timeDepending on sequence type configure the " Stop on Reply "ListsSegmentsIndividual contactsEnable Stop on Reply if neededDefine delays between each stepEnable tracking as neededDouble-check your sequence flow
      Buttons and menus referenced Stop on ReplyMarketing → Email → CampaignsCreate New Sequencedelays
      All 3 steps in this procedure
      1. Immediately
      2. At a scheduled time
      3. Depending on sequence type configure the " Stop on Reply " this image

4. Select Your Audience

  • Choose from:
    • Lists
    • Segments
    • Individual contacts
  • Enable Stop on Reply if needed

5. Add Email Steps

  • Add multiple steps to your sequence
  • Define delays between each step
    Step 2 of 2: Define delays between each step What this shows Step 2 of 2: Define delays between each step What this shows Shows what this covers for step 2 of 2 in the "How to Create an Email Sequence?" section of "How to create an email sequence?". This screenshot accompanies step 2 of 2 in the "How to Create an Email Sequence?" section of "How to create an email sequence?". At this point in the walkthrough you define delays between each step. For context, this section explains: Add multiple steps to your sequence Define delays between each step. This part of the guide covers 10 fields, listed below. Step 2 of 2Image 4 of 9 What this coversDefine delays between each step
    Fields in this part of the guide ImmediatelyAt a scheduled timeDepending on sequence type configure the " Stop on Reply "ListsSegmentsIndividual contactsEnable Stop on Reply if neededDefine delays between each stepEnable tracking as neededDouble-check your sequence flow
    Buttons and menus referenced delaysMarketing → Email → CampaignsCreate New SequenceStop on Reply
    All 2 steps in this procedure
    1. Add multiple steps to your sequence
    2. Define delays between each step this image

6. Configure Each Step

For every email:

  • Select or design a template (or use plain text)
  • Set conditions (e.g., send only if previous email was opened/delivered)
  • Enable tracking as needed
    Step 3 of 3: Enable tracking as needed What this shows Step 3 of 3: Enable tracking as needed What this shows Shows what this covers for step 3 of 3 in the "How to Create an Email Sequence?" section of "How to create an email sequence?". This screenshot accompanies step 3 of 3 in the "How to Create an Email Sequence?" section of "How to create an email sequence?". At this point in the walkthrough you enable tracking as needed. For context, this section explains: Add multiple steps to your sequence Define delays between each step. This part of the guide covers 10 fields, listed below. Step 3 of 3Image 5 of 9 What this coversEnable tracking as needed
    Fields in this part of the guide ImmediatelyAt a scheduled timeDepending on sequence type configure the " Stop on Reply "ListsSegmentsIndividual contactsEnable Stop on Reply if neededDefine delays between each stepEnable tracking as neededDouble-check your sequence flow
    Buttons and menus referenced Marketing → Email → CampaignsCreate New SequenceStop on Replydelays
    All 3 steps in this procedure
    1. Select or design a template (or use plain text)
    2. Set conditions (e.g., send only if previous email was opened/delivered)
    3. Enable tracking as needed this image

7. Review and Launch

  • Double-check your sequence flow
  • Activate the sequence.
  • You would find all emails are threaded in a sequence in our conversations section as well
    Step 3 of 3: You would find all emails are threaded in a sequence in our… What this shows Step 3 of 3: You would find all emails are threaded in a sequence in our conversations section as well What this shows Shows what this covers for step 3 of 3 in the "How to Create an Email Sequence?" section of "How to create an email sequence?". This screenshot accompanies step 3 of 3 in the "How to Create an Email Sequence?" section of "How to create an email sequence?". At this point in the walkthrough you you would find all emails are threaded in a sequence in our conversations section as well. This part of the guide covers 10 fields, listed below. Step 3 of 3Image 6 of 9 What this coversYou would find all emails are threaded in a sequence in our conversations section as well
    Fields in this part of the guide ImmediatelyAt a scheduled timeDepending on sequence type configure the " Stop on Reply "ListsSegmentsIndividual contactsEnable Stop on Reply if neededDefine delays between each stepEnable tracking as neededDouble-check your sequence flow
    Buttons and menus referenced Marketing → Email → CampaignsCreate New SequenceStop on Replydelays
    All 3 steps in this procedure
    1. Double-check your sequence flow
    2. Activate the sequence.
    3. You would find all emails are threaded in a sequence in our conversations section as well this image
    Step 3 of 3: You would find all emails are threaded in a sequence in our… What this shows Step 3 of 3: You would find all emails are threaded in a sequence in our conversations section as well What this shows Shows what this covers for step 3 of 3 in the "How to Create an Email Sequence?" section of "How to create an email sequence?". This screenshot accompanies step 3 of 3 in the "How to Create an Email Sequence?" section of "How to create an email sequence?". At this point in the walkthrough you you would find all emails are threaded in a sequence in our conversations section as well. This part of the guide covers 10 fields, listed below. Step 3 of 3Image 7 of 9 What this coversYou would find all emails are threaded in a sequence in our conversations section as well
    Fields in this part of the guide ImmediatelyAt a scheduled timeDepending on sequence type configure the " Stop on Reply "ListsSegmentsIndividual contactsEnable Stop on Reply if neededDefine delays between each stepEnable tracking as neededDouble-check your sequence flow
    Buttons and menus referenced Marketing → Email → CampaignsCreate New SequenceStop on Replydelays
    All 3 steps in this procedure
    1. Double-check your sequence flow
    2. Activate the sequence.
    3. You would find all emails are threaded in a sequence in our conversations section as well this image

8. In the list view, click on three dots to access all the statistics - individual email step level and overall email action level.

How to Create an Email Sequence? (image 8 of 9) What this shows 8. What this shows Illustrates the "How to Create an Email Sequence?" section of "How to create an email sequence?". This screenshot appears in the "How to Create an Email Sequence?" section of "How to create an email sequence?". The text alongside this image reads: 8. In the list view, click on three dots to access all the statistics - individual email step level and overall email action level. This part of the guide covers 10 fields, listed below. Immediately after, the guide continues: 9. To look at all sequences statistics, you can also check the statistics dashboard in email marketing. Image 8 of 9 What to click8. In the list view, click on three dots to access all the statistics - individual email step level and overall email action level.
Fields in this part of the guide ImmediatelyAt a scheduled timeDepending on sequence type configure the " Stop on Reply "ListsSegmentsIndividual contactsEnable Stop on Reply if neededDefine delays between each stepEnable tracking as neededDouble-check your sequence flow
Buttons and menus referenced Marketing → Email → CampaignsCreate New SequenceStop on Replydelays
Next step9. To look at all sequences statistics, you can also check the statistics dashboard in email marketing.
All 2 steps in this procedure
  1. Choose from:
  2. Enable Stop on Reply if needed

9. To look at all sequences statistics, you can also check the statistics dashboard in email marketing.

How to Create an Email Sequence? (image 9 of 9) What this shows 9. What this shows Illustrates the "How to Create an Email Sequence?" section of "How to create an email sequence?". This screenshot appears in the "How to Create an Email Sequence?" section of "How to create an email sequence?". The text alongside this image reads: 9. To look at all sequences statistics, you can also check the statistics dashboard in email marketing. This part of the guide covers 10 fields, listed below. Immediately after, the guide continues: Users can move a published sequence back to draft. However, any contacts who become eligible for the next step while the sequence is paused or in draft will be skipped. Image 9 of 9 What this covers9. To look at all sequences statistics, you can also check the statistics dashboard in email marketing.
Fields in this part of the guide ImmediatelyAt a scheduled timeDepending on sequence type configure the " Stop on Reply "ListsSegmentsIndividual contactsEnable Stop on Reply if neededDefine delays between each stepEnable tracking as neededDouble-check your sequence flow
Buttons and menus referenced Marketing → Email → CampaignsCreate New SequenceStop on Replydelays
Next stepUsers can move a published sequence back to draft. However, any contacts who become eligible for the next step while the sequence is paused or in draft will be skipped.
All 2 steps in this procedure
  1. Choose from:
  2. Enable Stop on Reply if needed

How to Pause an Email Sequence?

Users can move a published sequence back to draft. However, any contacts who become eligible for the next step while the sequence is paused or in draft will be skipped.

For example, if Email 2 is set to send only after Email 1 is opened, and Contact A opens Email 1 while the sequence is paused, Contact A will not receive Email 2 and will be skipped.

Also note: once Step 1 has been executed, or the first email in Step 1 has been sent, users cannot pause the sequence to edit the trigger or Email Step 1.

FAQs

1. What happens if a contact replies?

If Stop on Reply is enabled, the sequence will automatically stop for that contact.

2. Can I send both designed and plain text emails?

Yes, sequences support both designed templates and plain text emails.

3. Can I control who receives each email?

Yes, you can apply conditions to each step (e.g., based on open or delivery status).

4. How do I track performance?

You can view performance metrics at:

  • Sequence level
  • Individual step level

Access stats from the three-dot menu → Statistics.

5. Will emails appear as separate messages?

No, emails are sent as part of a single threaded conversation, helping maintain context.

Frequently asked questions

What is an Email Sequence?
An Email Sequence is a set of automated emails sent in order, forming a single threaded conversation with your contact. Each sequence can include: Multiple email steps Time delays between emails Conditions (e.g., send only if email is opened) Automatic stopping when a contact replies This allows you to create personalised, behavior-based communication without manual follow-ups.
When Should You Use Email Sequences?
Email Sequences are ideal for: Follow-ups: Automatically follow up with leads who haven’t responded Welcome Series: Onboard new users or customers Reminders: Send scheduled reminders for events, demos, or actions Nurture Campaigns: Gradually engage and educate your audience Use sequences when you want to maintain consistent, timely communication without manual effort.
How to Create an Email Sequence?
1. Navigate to Sequences Go to Marketing → Email → Campaigns 2. Create a New Sequence Click on Create New Sequence 3. Set the Trigger Choose when the sequence should start: Immediately At a scheduled time Depending on sequence type configure the " Stop on Reply " 4. Select Your Audience Choose from: Lists Segments Individual contacts Enable Stop on Reply if needed 5. Add Email Steps Add multiple steps to your sequence Define delays between each step 6. Configure Each Step For every email: Select or design a template (or use plain text) Set conditions (e.g., send only if previous email was opened/delivered) Enable tracking as needed 7. Review and Launch Double-check your sequence flow Activate the sequence. You would find all emails are threaded in a sequence in our conversations section as well 8. In the list view, click on three dots to access all the statistics - individual email…
How to Pause an Email Sequence?
Users can move a published sequence back to draft. However, any contacts who become eligible for the next step while the sequence is paused or in draft will be skipped. For example, if Email 2 is set to send only after Email 1 is opened, and Contact A opens Email 1 while the sequence is paused, Contact A will not receive Email 2 and will be skipped. Also note: once Step 1 has been executed, or the first email in Step 1 has been sent, users cannot pause the sequence to edit the trigger or Email Step 1.

Was this guide helpful?

Related guides

@Mention or Tag Profile in Posts from Social Planner2 min read · 4 imagesAdd Location Tagging to Social Post1 min read · 9 imagesAdd Pinterest Pins in Social Planner4 min read · 8 imagesSocial Planner - How to Add Multiple Watermarks4 min read · 8 images