Email Sequences are self-contained sets of automated emails.

When you add a subscriber to an Email Sequence, they'll go through all the Sequence's emails in order, starting at the beginning.

Each Sequence email's send day and time will depend on when the subscriber joined the Email Sequence, or the delays set up from the previous email in the Sequence (as relevant).

For example, you could use an Email Sequence to send an automated series of welcome emails as follows:

Email Sequences are different from Broadcasts, which are one-off, non-automated emails that you send at a specific date and time.

Let's dive in.

To find the Email Sequences page, click Automation > Email Sequences in the new navigation.

Click the + New sequence button near the top right and select a default template for your Email Sequence. (You can change this template later.)

Upon creating a new Email Sequence, you'll see the Content tab of the Email Sequence editor, which is where you'll compose your Sequence's emails.

Click the pencil icon at the top left to rename your Email Sequence. You can rename your Email Sequence from any tab in the editor.

In the right sidebar, you'll see:

For now, compose the first email in your Email Sequence. The Email Sequence editor autosaves your work, so you don't have to worry about losing it halfway.

Once you're done composing your email, click Edit preview text to set up preview text for it.

Preview text is a short text snippet that gives subscribers a hint of what your email is about. Learn more in our guide to setting up preview text for your emails.

Then, click the preview icon in the email toolbar to preview your email on desktop or mobile, or by sending a test email to your inbox.

Click the Settings tab at the top of the Email Sequence editor.

Under the Email Settings section, you can set a default email template for all new emails in your Email Sequence.

You can also change your email template for individual Email Sequence emails. To do this, go back to the Email Sequence editor's Content tab. From the Emails sidebar tab, click the email whose template you want to change, and then click Styles in the right sidebar.

Click Browse templates under the Template setting to select a new template for just this Email Sequence email.

If you've selected a starting point template for your Email Sequence email, you can customize the email's look by clicking its components to adjust their settings in the Styles sidebar tab.

Once you're happy with your email, enable the Published toggle to publish it. This is super important, because the email won't send if it isn't published.

With that, you're done with the first email in your Email Sequence.

You'll also need to activate the Email Sequence for its published emails to be sent to subscribers. Learn about activating Email Sequences below.

To add a new email to the Email Sequence, click the Add Email button in the right sidebar of the Email Sequence editor.

You can also duplicate an existing Sequence email by clicking the three vertical dots to its right in the right sidebar > Duplicate.

Reorder the emails in your Email Sequence by dragging and dropping them to their new position, and then clicking the Save Order button.

To delete an email from your Email Sequence, click the three vertical dots to its right in the right sidebar > Delete.

Click Delete email in the modal that pops up to confirm your choice.

Click the Settings tab in the Email Sequence editor.

Use the Send emails as setting under the Email Settings section to choose your Sequence emails' "From" email address.

Click Save at the top right to save your changes.

Set your Email Sequence emails' default Send Days and Times in the Email Sequence Schedule section of the Settings tab.

For example, if you don't want your Email Sequence emails to be sent on weekends, then uncheck the "Sat" and "Sun" boxes.

Or, to temporarily pause the sending of your Email Sequence, uncheck all of the sending days.

Click Save at the top right to save your changes.

Adjust the send days and times for individual emails in the Email Sequence using the Send this email and On days settings in the Content tab.

Here's how these settings work:

Here's an example, assuming your Sequence's Email Sequence Schedule setting has all days of the week checked:

The overall Email Sequence Schedule limits the available send day and time options for the individual emails if the After a delay setting for individual emails sets the delay period to a number of days (instead of hours).

Let's say you've used the Email Sequence Schedule section under the Settings tab to set your Email Sequence to be sent on only weekdays. If so:

In contrast, if you've set the individual emails' After a delay setting to delay sending by a number of hours, these emails will disregard your Email Sequence's Email Sequence Schedule setting. Instead, they'll send once the delay period has ended.

Here's an example: you use the Email Sequence Schedule setting to set your Email Sequence to send only on Mondays at around 8:00 am GMT-07:00. You also set the first Email Sequence email to send one hour after the subscriber joins.

In this case, the first Email Sequence email will send at around 12:15 am GMT-07:00 on the next upcoming Monday, instead of 9:00 am GMT-07:00, for instance.

To get subscribers into your Email Sequence after they've signed up with you via a Form or Landing Page, create a Visual Automation.

Add your Form or Landing Page as the entry point for the Visual Automation, and then add your Email Sequence as the next action step.

By default, subscribers will exit an Email Sequence they were added to via a Visual Automation when they reach the end of the Email Sequence. That means they won't receive any new emails you add to that Email Sequence afterward.

To have your subscribers remain active in your Email Sequence indefinitely, select "Yes, subscribers added via Visual Automations should stay in the email sequence" in the Should subscribers added via Visual Automations stay in the email sequence? setting under the Settings tab of the Email Sequence editor:

Click Save at the top right to save your changes.

Want your Email Sequence to send only on a certain day, such as Christmas or the day of your course launch?

You can do so by creating a Visual Automation (see above), and then adding the "Date occurs" Event just before the action step containing your Email Sequence.

Then, configure the Send this email setting of the first Sequence email to as soon as possible. This way, your email will go out as soon as possible on the date specified in the "Date occurs" Event of the Visual Automation.

By default, once a subscriber has completed an Email Sequence, they won't be able to receive its emails in the same email sequence again.

However, you can allow subscribers to go through an Email Sequence more than once. This is handy for situations such as where:

To set this up, select "Yes, enable the ability to restart the email sequence multiple times" in the Should subscribers be able to restart this email sequence multiple times? setting under the Settings tab of the Email Sequence editor.

Click Save at the top right to save your changes.

If a subscriber restarts an Email Sequence, they will receive emails from the very start of the Email Sequence—they won't ever be in two places in the same Email Sequence at once.

Learn more about restarting an Email Sequence here.

Ensure that your Email Sequence is activated if you want its published emails to be sent to subscribers. Otherwise, subscribers will not receive the Email Sequence's emails even if you've added it to an active Visual Automation.

Activate (or deactivate) an Email Sequence using the Active toggle at the top right of the Content or Settings tabs of the Email Sequence editor.

Then, click Set to active (or Set to inactive, if you're deactivating the Email Sequence) in the popup that appears to confirm the (de)activation.

Your Email Sequence emails may not be for everyone.

For example, you probably don't want to send subscribers emails that pitch a particular product if they've already bought it.

So here's how you can exclude subscribers from your Email Sequences—be it the entire Email Sequence or just certain emails in it:

Open the relevant Email Sequence in the editor, and then go to the Settings tab.

Use the Subscribers setting to exclude subscribers to certain Forms, Email Sequences, Tags, or Segments from receiving this Email Sequence.

Let's say you've tagged all buyers of your baking course product (whether manually or by using a Visual Automation or Rule) with a Tag called "Baking Course Buyer."

You can then set up your baking course promotion Email Sequence to exclude all subscribers tagged with "Baking Course Buyer," so you don't promote your course to subscribers who've already bought it.

Click Save at the top right to save your changes.

Let's say you have a welcome email sequence that not only onboards new subscribers, but also occasionally pitches your products.

In this case, you'd want to exclude buyers of these products from only your pitch emails and not the entire Email Sequence.

To set this up, click the filter icon in the Content tab of the Email Sequence editor for the relevant Sequence email. Then, configure the filters appropriately.

This filter has more exclusion features than the exclusion settings for entire Email Sequences. For example, you can filter subscribers by location, email address, or subscription date.

You can even combine filters by clicking Add Filter Group.

Once subscribers are moving through your Email Sequence, you can still edit it, but you should know how each type of change affects your subscribers before you make your changes.

Adding emails. Adding a new email to the end of your Email Sequence is the safest option.

Subscribers who haven't completed the Email Sequence will receive its emails in order, including the new email you added at the end. Adding an email to the beginning or middle of your Email Sequence can disrupt the experience for anyone already in progress, which has similar effects to reordering your Sequence's emails (more on this below).

Whether subscribers who've already completed the Email Sequence receive the new emails you added depends on how the Email Sequence is set up:

Deleting emails. Subscribers who already received a deleted email aren't affected. However, subscribers queued for that email may stop progressing through the Email Sequence. So, check the number of subscribers active in the Email Sequence before deleting its emails.

Reordering emails. Avoid reordering while subscribers are active in the Email Sequence. Subscribers continue from their last queued position, which may not match the new order. As a result, some subscribers may skip emails, receive them out of sequence, or get stuck entirely.

Changing send days. Updates to the Email Sequence Schedule or per-email send day settings apply to all future sends, including for existing subscribers. Unchecking all send days effectively pauses the Email Sequence for everyone.

Updating exclusions. Adding a new Email Sequence-wide exclusion prevents matching subscribers from receiving future emails in the Email Sequence even if they're midway through it. Adding per-email exclusions causes subscribers to skip the relevant emails, but doesn't remove them from the Email Sequence or mark them as completed. Removing an exclusion resumes sending for previously excluded subscribers, usually within a few minutes.

To make a copy of an Email Sequence—including its content and settings—open it in the Email Sequence editor.

Then, from either the Content or Settings tab, click the three vertical dots at the top right > Duplicate.

Click Duplicate to proceed with the duplication.

If you no longer need your Email Sequence, you can delete it.

Open the Email Sequence in the editor. Then, from either the Content or Settings tab, click the three vertical dots at the top right > Delete.

Click Delete it to confirm the deletion.

Stop rebuilding the same email designs from scratch. When you've created an Email Sequence email you love, save it as a template so you can reuse that layout across future Broadcasts and Email Sequences, keeping your branding consistent and your setup time short.
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While editing any Email Sequence email:

When you save, you can either create a new template by giving it a custom name, or update the template your Email Sequence email is already using. Once you save your template, it's ready to use the next time you want to create an email.

You can save updated starting point and classic templates as new templates.

You can filter your Email Sequences by active, inactive, or all to keep your workspace organized and focused. Find this option at the top left of the Email Sequences page.

Email Sequence Analytics explained