Sequences are self-contained sets of automated emails.

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

Each Sequence email’s send day and time will depend on when the subscriber was added to the Sequence, or the delays set up from the previous email in the Sequence (as relevant).

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

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 Sequences page, click Send > Sequences in the top navigation.

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

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

At the top left of the Sequence editor, click the pencil icon to rename your Sequence.

At the right sidebar, you’ll see:

For now, go ahead to compose the first email in your Sequence! The Sequence editor autosaves your work, so you don’t have to worry about losing any of it halfway. 😊

Once you’re done composing your email, you can set up preview text for it.

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

Then, click Preview email to preview your email on desktop, mobile, or by sending a test email to your inbox.

If you don’t need your email, click the Delete icon to delete it.

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

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

You can change your email template for individual Sequence emails. To do so, use the Template setting in the Sequence editor for the relevant email.

The template you choose here will override the default template you've set for your Sequence.

If you've selected a starting point template for your Sequence email, you can customize your template's look by clicking the Styles tab in the right sidebar.

Happy with your email? Then activate the Published setting to publish it! This is super important, because your email will not send if it isn't published.

And you’re done with the first email in your Sequence!

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

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

Click the Settings tab in the Sequence editor.

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

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

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

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

You can also adjust the Send Days and Times for individual emails in the Sequence using the Send this email setting in the Content tab.

This setting lets you send individual emails:

Let's say that you uncheck all the send days for a particular email except for Wednesday. In this case, that email will be sent only on Wednesdays. This is even if your Sequence is set up to send an email every day under the Sequence Schedule setting.

Alternatively, you can set up a series of emails to be sent out in two-hour intervals.

On the other hand, to have your first email go out immediately, set it to send either 0 days or 0 hours after the last email.

For avoidance of doubt, the available Send Day and time options for the individual emails are limited by the overall Sequence Schedule. In other words, the per-email settings are a subset of the overall settings.

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

To get subscribers into your Sequence after they’ve signed up with you via your 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 Sequence as the next action step.

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

However, if you want your subscribers to remain active in your Sequence indefinitely, then select “Yes, subscribers added via Visual Automations should stay in the sequence” in the Should subscribers added via Visual Automations stay in the sequence? setting under the Settings tab of the Sequence editor:

Want your Sequence to start sending only on a certain day, such as Christmas or on 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 Sequence.

You’ll also have to set the first email in your Sequence to be sent immediately (in other words, “0 days after last email” in the Send this email setting in the Sequence editor).

This is so that it goes out immediately at the date specified in the “Date occurs” Event of the Visual Automation.

By default, once a subscriber has completed a Sequence, they will not be able to receive the emails in the same sequence again.

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

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

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

Learn more about restarting a Sequence here.

Your 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 Sequences—be it the entire Sequence or just certain emails in your Sequence:

Open the relevant Sequence, then go to the Settings tab of the Sequence editor.

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

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

If you have an email Sequence that promotes your baking course, you can then set it up to exclude all subscribers tagged with “Baking Course Buyer.”

On the other hand, perhaps you have a welcome 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 Sequence.

To set this up, click the Filter icon in the Content tab of the Sequence editor for the relevant Sequence.

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

You can even combine filters by clicking Add Filter Group!

You can make a copy of a Sequence—including its current content and settings—by opening the relevant Sequence in the Sequence editor.

Click the Settings tab, followed by the Duplicate option at the bottom of the Sequence settings.

Click Duplicate to go ahead with the duplication.

If you no longer need your Sequence, you can delete it by opening it in the Sequence editor.

Click the Settings tab, followed by the Delete option at the bottom of the Sequence settings.

Click Delete to confirm the deletion.

You can now filter your sequences by active, inactive, or all, keeping your workspace organized and focused. You can find the option in your Sequences page by clicking on the funnel icon on the right.

Sequence reporting explained