What sequences do
A sequence is a series of emails that send automatically on a schedule. When you enroll a contact, they receive each email in order with timing you define—day 1, then day 3, then day 7, for example. Sequences work well for:- Prospect outreach — Systematic follow-up with new leads
- Onboarding emails — Welcome series for new clients
- Review reminders — Scheduled touchpoints before annual reviews
- Event follow-up — Post-meeting nurture campaigns
How sequences work
1
Create the sequence
Define your email steps and timing between them.
2
Write your emails
Compose each email with personalization variables.
3
Enroll recipients
Add contacts manually or via workflow automation.
4
Emails send automatically
Each enrollee receives emails on their personalized schedule.
Sequence rules
Sequences have limits designed to protect deliverability and prevent spam:| Rule | Limit |
|---|---|
| Maximum email steps | 6 per sequence |
| Maximum duration | 4 weeks (20 business days) |
| Emails per day | 1 per enrollee |
| Active enrollees | 100 total across all sequences |
| Sending hours | 9 AM – 5 PM in advisor’s timezone |
| Sending days | Business days only (no weekends) |
Best practices
Target recipients who expect your emails. Sequences work best for people who have opted in or have an existing relationship with you. Cold outreach to purchased lists harms deliverability. Space emails appropriately. A recommended cadence is day 1, day 3, day 6, and day 10. This gives recipients time to respond without losing momentum. Keep sequences focused. Each sequence should have one clear goal. Don’t try to accomplish multiple objectives in a single sequence. Personalize your messages. Use variables likeperson.first_name to make emails feel personal, not automated.
Automatic pausing
Sequences automatically pause when:- A recipient replies to any email in the sequence
- A recipient unsubscribes
- A recipient’s email hard bounces
- Someone manually exits the enrollee