Quick answers to the most common questions about creating, sending, managing, and tracking sequences. Select a question to expand the answer.
Go to Sequences → Create Sequence → Email Sequence and give the sequence a name. Complete the four setup stages:
Enrollment: Select the label and source that qualify prospects.
Followup: Choose the sending mailbox, set threading, and create templates with their delays, subjects, and messages.
Settings: Set the schedule, reply handling, click tracking, daily limits, and backup channels.
Preview: Check your trigger, schedule, and follow-ups, then run the sequence.
A prospect qualifies when both their label and source match the conditions in Enrollment. For example, select the Interested label and Smartlead as the source to enroll interested prospects from Smartlead. A prospect with the same label from an unselected source does not meet those conditions.
Yes. Select the triggering label in Enrollment, then choose the relevant source. When that label is applied to a prospect who matches the selected source, the sequence can automatically begin processing their follow-ups according to its configured schedule. Labels might include Interested, Meeting Request, Information Request, or Pricing Request.
Check Settings → Tracking and Reply Handling. If Keep sending is selected, the prospect continues receiving follow-ups after replying. Choose Stop the sequence to prevent further steps after a reply, or Pause, then resume if you want follow-ups to restart after a specified period of silence.
Yes. Choose Pause, then resume after X days without a response and enter the waiting period. When the prospect replies, their sequence pauses. After someone on your team replies and the prospect stays silent for the specified number of days, the sequence resumes from the next step. Each new prospect reply pauses it again.
For example, set one day. If your teammate replies and the prospect does not answer for a full day, the next follow-up can proceed, subject to the sending schedule.
Yes. Open the sequence and select Edit to change its configuration. Review the enrollment conditions, templates, schedule, and sending settings before continuing. Use Configuration to inspect the setup and Queue to review upcoming steps.
Yes. In Followup, choose either Use the same mailbox associated with the thread or Send messages using a specific mailbox. The second option lets you select a connected MasterInbox channel. You can also configure multiple backup channels in Settings.
Use Enable Thread to keep follow-ups in the existing conversation, or turn it off to send them in a separate thread.
If you configured Backup Channels, the next step can use the first working channel in the priority list when the assigned sending channel fails, such as during an SMTP outage. Choose backup channels deliberately; MasterInbox does not simply select the newest mailbox.
Deleting a thread-bound mailbox is different from a temporary sending failure. Existing threads may no longer be able to send after deletion. Disconnecting a mailbox preserves its association for recovery.
Yes. Open the sequence, select Edit, and update the backup channels in Settings. Arrange connected channels in the order you want them tried. The Sequences API also supports updating backup channel IDs.
Yes. Open the sequence and check Prospects and Queue. The Queue separates Scheduled Ahead prospects, whose sending time has not arrived, from Due Now prospects, whose next step is ready for processing.
The Sequences API can also provide the current step, steps sent, last sending time, and next scheduled sending time. The next sending time can be empty while a prospect is waiting between steps.
Yes. Use Clone on an existing sequence to reuse its configuration rather than recreating each step. You can then edit the copy for a different audience or follow-up strategy. Cross-workspace sequence duplication, including steps, is also supported through the Sequences API.
Yes. Meeting Reminder Sequences send reminder messages in the prospect's existing conversation. When creating a reminder sequence, select the delivery channels in Deliver on channels (beta), then add the reminder templates.
Yes. In Reminder Template, set the cadence, subject, and message for your first reminder, then choose Add Another Reminder for additional steps. For example, send one reminder one day before the meeting and another three hours before.
You can personalize each template using prospect, sender, and meeting variables such as First Name, Meeting Date, Meeting Start Time, Meeting Link, and Sender First Name.
If a booked meeting is rescheduled, the reminder timing follows the updated meeting time. If the meeting is cancelled, the pending reminder is skipped. Reminders are scheduled relative to the meeting, rather than the weekday sending windows used by Email Sequences.
Yes. Open Analytics to review Prospects, Emails Sent, Replied, Converted, Completed / Idle, Processing, Failed, and Unsubscribed.
Activity Over Time compares sent and replied activity. Step Funnel shows Sent, Replied, Converted, Waiting, and In Flight for each follow-up step. Current Status Breakdown shows Completed / Idle, Processing, Failed, and Queued. Use Queue to check when upcoming steps are scheduled.
For detailed instructions on each setting and analytics metric, open the Sequence Settings and Analytics article in the Sequences collection.
