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.

In this guide, we’ll cover:

Let's dive in!

To find the sequences page, click on Send > Sequences from the top navigation bar.

Click on the New Sequence button near the top right. Name your sequence, then click Create Sequence.

NOTE: The sequence’s name is for your reference only and can be changed anytime.

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 right sidebar, you’ll also see a list of emails in your sequence and their respective send schedules.

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 also set up preview text for it.

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

Then, preview your email in your browser or by sending a test email to your own inbox.

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

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.

NOTE: If you make changes to your email after its status has been set to “Published”, you will need to save your changes by clicking the separate Publish changes button at the bottom of the sequence editor.

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 clicking on them in the sidebar, dragging and dropping them to their new position, and then clicking the Save Order button.

In the sequence editor, click on the Settings tab, then check out the “Email Settings” section.

Choose the From email address that subscribers will see as the sender of your sequence emails. Then select the email template that you want to use for your sequence.

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 0 days.

NOTE: Only the first email in your sequence can be sent immediately.

For avoidance of doubt, the available send day and time options for the individual emails are limited by the overall send schedule that you've set for the sequence. In other words, the per-email settings are a subset of the overall settings.

As an example, if you have used the "Sequence Schedule" section of the Settings tab to set your sequence to be sent only on weekdays, then you will not be able to use the Send this email setting to schedule any individual emails for sending on weekends.

However, from your overall "Sequence Schedule" section setting of sending sequence emails only on weekdays, you can use the Send this email setting to send a particular email on only a certain weekday (for instance, only on Wednesday).

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, then add your sequence as the next action step.

(If you’re new to visual automations, check out this guide!)

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 that 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 that contains your sequence.

You’ll also have to set the first email in your sequence to be sent immediately (i.e. “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 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.

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.

For example, 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 those products from only those pitch emails and not the entire sequence.

To set this up, click on 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!