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Automation
Email Sequences
10 min read
Set up automated email campaigns that nurture leads and drive conversions on autopilot.
Creating Your First Sequence
Navigate to Automation → Email Sequences → Create New:
- Give your sequence a name (e.g., "Welcome Series")
- Choose a trigger (form submission, tag added, purchase, etc.)
- Add your first email
- Set the delay before sending
- Continue adding emails to your sequence
Email Timing
Control when emails are sent:
- Immediate - Send as soon as trigger fires
- Delay - Wait X days/hours before sending
- Scheduled - Send at specific time/day
- Smart Send - Optimize send time based on engagement
Personalization
Use merge tags to personalize your emails:
{{first_name}}- Subscriber's first name{{email}}- Email address{{company}}- Company name{{custom_field}}- Any custom field
Testing Your Sequence
Before launching, always test your sequence:
- Use the "Send Test Email" feature
- Check formatting on desktop and mobile
- Verify all links work correctly
- Test personalization tags
- Review email deliverability score
⚡ Best Practice
Keep your sequences focused on one goal. A welcome series should welcome, not sell. Use A/B testing to optimize subject lines and improve open rates!