Email Sequences are a series of emails on a single topic that you can schedule to send to a client or prospect, over a period of time. These agency created emails are approved by compliance and are just waiting to be sent!

To use email sequences, navigate to Content Library >> Emails. To view the email sequences either:

  • Click the arrows next to “Type” to reorder the list to show Email Sequences
  • Filter by topic: Email Sequences

Click the title of an email sequence for a preview of the messages contained within the sequence. If you’d like to send that sequence, click “Use This Sequence” to move forward. 

The Email Sequences available have been pre-approved and can be sent as-is immediately. If any changes are made, your sequence will be sent to compliance for review before it can be sent. To make changes, click “Edit Sequence."

You can customize email sequences by:

  • Changing the content of the messages
  • Changing the order of the emails
  • Changing how frequently they are sent
  • Don’t like the default photo? Remove it and add your own!
  • Deleting emails from the sequence entirely or write your own to add in!

Your email sequence will be sent to all of your contacts who meet the criteria at that time. New contacts will need to be added to a future email sequence send so that you’re always sending the freshest and most up-to-date content. 

When you’re finished creating your email sequence, you’ll need to choose when your emails should start sending. Schedule your email sequence to go out immediately or at some time in the future.

Before sending, you will have another chance to review your upcoming emails. This is your last chance to make any final edits, preview your email sequences and view your scheduled emails. Click “Send” and the sequence will be sent to the recipients on the schedule you set.

You will find the sent and scheduled emails in your sequences under Email >> History alongside your custom and automated emails. From here, you can delete an email before it's sent, or duplicate a previously sent email. You cannot currently edit an email that is part of a sequence before it's sent.

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