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Best practices

  • Sequences should only be used for recipients expecting to receive the emails
  • The recommended cadence for emails is day 1, day 3, day 6, and day 10

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Rules

  • A sequence can have a maximum of 6 email steps
  • A sequence can span a maximum of 4 weeks (20 business days)
  • You may only have one email step per day
  • To avoid being marked as spam, we schedule emails to send at the best time for the recipient throughout the day.
  • A maximum of 100 contacts can be enrolled in any sequence at a given time (global limit, so if you have 50 contacts in one sequence and 50 in another you are at the limit)
  • Sequence emails will be sent only during business hours in the advisor’s time zone (9am-5pm)
  • Emails on day one will send automatically if in business hours, otherwise they will send the next business day
  • Sequence emails will only be sent on business days (no weekends or holidays)
  • Enrollees will get the emails and timing of the sequence at the time of enrollment, any changes to the sequence will not affect current enrollees

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Future Rules

  • All emails will include an unsubscribe link
  • Sequences will be paused whenever a recipient responds or unsubscribes or (optionally) books a meeting