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Campaigns and sequences

The steps you send, the schedule they follow, and who gets enrolled.

A sequence is the set of emails. A campaign points a sequence at an audience, an inbox and a schedule.

How steps work

  • Step 0 goes out when a lead is enrolled.
  • Every later step waits a set number of days after the previous one.
  • Steps set to reply mode thread underneath the first email instead of starting a new one.
  • A campaign stops for a lead the moment they reply.

Merge variables

Bodies are simple HTML, paragraphs, line breaks, bold and links. Campaigns run on business-hour schedules so mail lands when people read it.

Preview before you launch

The preview shows every email the way a lead will get it. Plain shows each variable by name, so you can check the wording. Gmail draws the thread as it lands in an inbox, filled in for a sample lead or for one of the campaign's own leads, picked under As. Switch between Desktop and Mobile to see both.

A sequence previewed in a Gmail frame, filled in for a sample lead

Before you launch

  • Connect at least one sending inbox and give the campaign its inboxes.
  • Verify the addresses you enrolled, so the first send doesn't bounce.
  • Preview the sequence as a few real leads: a missing first name or company is easy to spot there.
  • Keep the first email short. The follow-ups can carry the detail.
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