Sequences are multi-step automated emails that fire over days or weeks per enrolled contact. Sequences are a Tormano CRM (B2B) feature — the tool is not available on the Nonprofit edition, where automated multi-touch outreach is built with Automations instead.
Examples
- Lead nurture — intro (Day 0), case study (Day 5), pricing (Day 10), book a call (Day 14).
- New-customer onboarding — welcome (Day 0), getting-started tips (Day 2), check-in (Day 7).
- Re-engagement — "we miss you" (Day 0), value reminder (Day 4), last touch (Day 10).
Building a sequence
Open Email > Sequences, click + New Sequence, name it, then add steps. Each step is an email with:
- A subject and HTML body (with merge fields).
- A delay — how many days and hours to wait after enrollment or the previous step before this step sends.
Steps run in order, top to bottom, each firing after its delay.
Enrollment
Enroll contacts into a sequence:
- Manual — pick contacts and enroll them.
- API — programmatic enrollment via the public API.
- Automation — the Enroll in sequence workflow action adds contacts from any workflow.
Stopping enrollment
A contact stops the sequence automatically when they reach the last step. Contacts who unsubscribe are suppressed from further sends.