Create a Followup Email Sequence

How to Create a Follow-Up Email Sequence

A follow-up sequence automatically sends one or more emails when a specific condition is met, such as when a label is applied to a conversation.

Steps:

1. Click Create Sequence icon on the top right side

2. Click Create Sequence

3. Enter a Sequence Name (e.g. Lead Follow-ups)

4. Configure sending schedule

This controls when your emails go out.

• Select a Time-zone

• Choose Sending Time (start and end time window)

• Select Sending Days (e.g. Tuesday, Thursday)

Set a Trigger.

Triggers decide when the sequence starts.

• Open Trigger from the left menu

• Choose the Label that should start the sequence (e.g. Interested, Lead, Other)

• Choose the Source (e.g. Google, Outlook, Custom)

Step 4: Add the First Follow-Up Email

1. Enter the Email Subject

2. Write your Message

3. Insert Variables (e.g. First Name) to personalize the email

4. Add your Email Signature

5. Click Save

Add Follow Up info

You can build a multi-step sequence.

• Create the first email

• Enter a new Subject and Message

• Set the number of days to wait before sending this email

• Personalize the message using variables (name, company, role, etc.)

• Click Save to store the configuration

Then Click Add another email and build the sequence with as many emails as you want

Configure the email thread content and edit the message to include:

• Call links

• Next steps

• Context from the previous email

• Save the email

Click on the Settings

• Set Max sending volume (e.g. 100 emails)

• Enable Click Tracking (optional)

• Choose if you want to stop the sequence even no reply

1. Open Preview from the left menu

2. Review:

   • Triggers

   • Schedule

   • Email content

   • Follow-up order

Click Run Sequence (top right)