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Automated follow-up sequences

Set up a series of emails. The emails send on a schedule. They stop when the lead replies. · 4 min read

Build a sequence

Go to Sequences and add steps. Each step has a subject, a message, and a delay. For example, you send the first email now. You send a follow-up email 3 days later. You send another email after 5 more days.

Use merge fields like {{first_name}}, {{company}}, and {{title}}. The fields fill in for each lead.

Enroll a lead

Open a lead and enroll the lead in a sequence. The first step sends immediately. The other steps send on schedule from your own inbox.

Tip

A sequence stops automatically when a lead replies. You do not keep contacting a person who already answered.