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Sequences help customers receive useful messages over time instead of one crowded email.
Plan the sequence
- Choose the Audience and goal.
- Write the purpose of each email before drafting.
- Set timing that gives customers enough space to respond.
Build and test
- Create each message with a clear subject and primary action.
- Preview personalization, links, and unsubscribe behavior.
- Send a test to the team before launch.
Measure and improve
- Review opens, clicks, replies, and conversions.
- Remove messages that do not help the customer move forward.
- Create follow-up Audiences from engaged contacts.
Good to know
- Short sequences are easier to improve.
- Do not send a sequence to people who should be excluded.
Use this guide as a starting point, then adjust the setup to match how your team actually works with customers.