Email sequences
A series of emails that goes out on its own after an event. The five triggers, how the delay works, and when you need an automation instead.
A sequence is a predetermined series of emails that goes out over time. Someone buys on Tuesday and gets email one straight away, email two on Thursday, email three on Sunday — without you doing anything.
You’ll find them under Email → Sequences.
Sequence or automation?
This is the most common confusion, and it’s easy to settle:
- Sequence = a straight line of emails. No choices, no branches. Just emails and waiting time.
- Automation = logic. Conditions, branches, tags, course enrollments, webhooks.
Just sending five emails in order — sequence. Something should happen depending on what she does — automation.
The two work together: an automation can have the action “subscribe to sequence”.
Build the sequence
- Go to Email → Sequences and click New sequence.
- Name it. Only you see the name.
- Add emails in the Timeline tab. For each email you fill in a subject line, the content, and a Delay (days).
The delay counts from the previous email. Set 0 on the first and it goes immediately when someone enters the sequence; set 2 on the second and it arrives two days later.
An email is the only step that exists. You can’t drop in a wait step or a condition in the middle — the waiting time is a field on the next email, not a step of its own. If you need branches, build an automation.
Set the trigger
In the Settings tab you choose the trigger — what puts someone into the sequence. There are five:
| Trigger | What starts it |
|---|---|
| Manual | You add contacts yourself. |
| Purchase | An offer is bought. You specify which. |
| New member | Someone gets an account. |
| Tag | A specific tag is added to a contact. You specify which. |
| Form | A form is submitted. You specify which. |
That’s the whole list. To start a sequence on course completion, an abandoned checkout, a cancelled subscription or anything else — build an automation with that trigger and let it subscribe the contact to the sequence.
Follow who’s in it
The Enrollments tab shows who’s going through the sequence right now and where they are. This is also where you add contacts manually when the trigger is Manual.
A welcome flow that works
| Delay | Content | |
|---|---|---|
| 1 | 0 days | Welcome. One sentence about what she bought, and a link straight into the first lesson. |
| 2 | 2 days | One tip that makes starting easier. |
| 3 | 5 days | The thing most people miss. |
| 4 | 10 days | A question: how’s it going? Ask for a reply. |
Four emails go further than twelve. The fourth — the one asking for a reply — is what tells you what’s wrong in the course.
Tips
- One sequence, one purpose. Don’t mix welcome and selling in the same series.
- Two to three days between emails. Tighter feels pushy, looser loses the thread.
- Write from “I” to “you”. A sequence shouldn’t sound like a broadcast.
- Test the whole series on yourself before you let it run. Set the trigger to Manual, add your own address and read the emails in the order she gets them.