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Send a timed email sequence

Send a series of timed emails to each enrolled contact automatically, on the Business edition.

2 min read · Published Jul 4, 2026

A sequence sends a series of emails to each enrolled contact over days or weeks. Sequences are a Business edition feature. On the Nonprofit edition, build the same kind of follow-up with Automations.

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 a message, where merge fields work.
  • A delay: how long to wait after enrollment, or after the previous step, before this one sends.

Steps run in order, top to bottom, each one sending after its delay.

Enrollment

Enroll contacts into a sequence:

  • By hand: pick contacts and enroll them.
  • From a workflow: the Enroll in sequence action adds contacts from any workflow.
  • From your own systems: through the developer access described in Use the REST API.

Stopping a sequence

A contact leaves the sequence when they reach the last step. Remove someone earlier by unenrolling them from the sequence. Anyone who unsubscribes receives no further steps.

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