Email Sequence

Table of Contents

An email sequence is a series of emails automatically sent to specific contacts(subscribes) when they opted in or purchase something or based on other activities. With FluentCRM you can use the sequential emails when creating a Funnel.

To create an email sequence, Hover over Email Campaign and select Email Sequences. Now click on to the Create New Sequence button, You can also click on to the Create Your First Email Sequence if it’s the first time you are creating a sequence.

FluentCRM Email Sequences

A popup box will be open, give a name to the seqquence and click next.

FluentCRM name the new email sequence

Now you will be taken to a fresh dashboard where you can add one or multiple emails to the sequence. Start adding email into the sequence by clicking into Add a Sequence Email.

FluentCRM Add a Sequence Email

Now set up the email content including the subject, content and design.

Email Subject: Give an appropriate email subject for the email. Email subject is a determing factor whether it will be opened by the user or ignored.

Email Pre-Header: This is short text followed by the email subject which the user will see in the inbox. A catching and appropriate email pre-header can increase the open rate as well.

Delay: Delay is mandatory in sequenctial email campaigns. Choose a delay for the email. If the sequence is for new subscribers and you select 1 day delay then the email will be sent to the user after one day of subscribing.

Sending Time Range: Choose a time range to specify when the email should be sent. The best time to send an email campaign is in the morning and between 9–11 a.m.

Specific Days Only: If you want to send email to specific days then you should enable and select the days that you want to send. Like you may un-check Saturday and Sunday then that email will not be sent to Saturday and Sunday.

Email Body: Now add basic styling for the texts, use an alignment template or code one with custom HTML. You can also import a pre-designed template from the template library. Create the email body with the visual WordPress block editor Gutenberg.

FluentCRM Email Body of the Email Sequence

Now click the save button and the first email for the sequence is ready. Now you can create another email for the sequence. Creating another email will be identical to the step of the above doc.

FluentCRM Add another email to the Sequence

Be aware of the delay with each email of a sequence. Don’t send multiple emails in one day. One week delay with each email except the welcome email is industry standard for sequential emails.

Triggering email sequences #

Once you’ve created email sequences, you need to trigger them inside Automation. To add an email sequence within an automation funnel, simply hit the (+) button and choose Set Sequence Emails.

So that’s all about email sequences. Go ahead and nurture your audience with any kind of email sequence!

*Tutorial: 4 Excellent Email Sequences and How to Create Them in FluentCRM.

36 Comments

    1. Great question.

      Also of interest to me. If a contact is already in a sequence, what is the affect on that contact if the sequence is changed to add additional steps?

      1. If you add an email in a sequence, it will be automatically sent to the contacts within that email sequence.

          1. Yeah, If you set a ‘Sending Time Range’ the email will be sent during that time.

      1. Hi Rob, there’s isn’t an option to stop an email sequence at the moment. We’re working on this feature but currently, you can cancel an email sequence from the automation.

  1. How can I manually send the next email in a sequence? I have two emails scheduled in one day for a launch and my email didn’t send…

    1. Hi Parm, email sequences are meant to automate emails. I’m not sure why it wasn’t sent and you can’t trigger a sequenced email manually.

  2. This doesn’t appear to be correct. My subscribers who have completed their sequence do not recieve any new emails that are added. When checking their details, they have no sequence set. It seems When they reach the end of a sequence they are removed from that sequence. Please advise how this can be fixed?

    1. Sequence emails are meant to be triggered when your audience enters a sequence. So even if you add new emails, they’ll only trigger for new subscribers.

      1. I saw the anniversary special and purchased before I completed my research. I need the option to add emails to a sequence even after subscribers have started the sequence.

        Earlier, you said, “If you add an email in a sequence, it will be automatically sent to the contacts within that email sequence.” and now you’re saying that new emails added to the sequence will NOT be send to subscribers in that sequence. Which is is?

        Being able to add emails to a sequence is critical, and needs to be supported. If this is not currently possible, then please ask the developers to make it possible.

        I’m also curious as to the process for adding steps in the middle of a sequence, as well as adding steps in the middle of an automation. How may this be done?

        Thanks.

        – BTW, I have been getting recaptcha errors, which I’ve not run into anywhere else. Might want to check the settings for this.

        1. Hi Alan,

          “If you add an email in a sequence, it will be automatically sent to the contacts within that email sequence.”

          Let me clarify, if you add an email in a sequence, it will be triggered for those who are yet to join the email sequence. People usually join an email sequence via automation. If the sequence has already started for a contact, it can’t go back and send the new email you’ve added to your sequence. Hope this helps!

          If you weren’t able to fix ReCaptcha issue, please contact our support.

    1. Hi Adam, from Automations, you can create a list applied trigger automation and add your email sequence there.

  3. Hi, my automation funnel is not working properly.
    Create two different sequences of mail with different delay times, however the sent emails do not match the delay times that I set

    1. Hi Alonso, please check if the delay time is correct(or incorrect) according to your WordPress time. For example, if someone enters the delay at 10 PM WordPress time and the delay is for 1 hour, the next action will start at 11PM. If that’s not the case, please submit a support ticket so that our support staffs can take a look.

  4. continuing with the previous conversation. I created these two types of Sequence, Sequence A and Sequence B.
    So according to the schedule I established, I should first start sequence A, however, when I do the tests, the first email is sent but from sequence B, then sequence A is just sent.

    1. The sequences depends on triggers and action timing. So before we understand how you’ve set up your funnel, its practically impossible to give a solution. So I recommend that you submit a support ticket.

  5. hello every one.
    1️⃣ I create an email sequences as follows:
    Email1 = Immediately
    Email2 = After 4 Days
    Email3 = After 8 Dyas
    2️⃣ after that the subscribers recive the Email3 (after 8 days) and Now they are in the day 10.
    3️⃣ After that i add a new email to this Email Sequences as follows:
    Email4 = After 15 Days.
    ↘️ The result of this experience is that the subcribers don’t recive the Email4.
    ❓❓❓❓
    1/ Why?
    2/ How can I do this Please?
    3/ Can i add a contact to an Email sequence on a specific day (For example, I add it to the Email sequences above, so he will enter directly on day 10 and the first email he receives is email4 -which usually arrives after 15 days-)?
    thank you for your help.

    1. Hi Soufian,
      1 & 2: Even if you add emails to a sequence, they won’t receive the emails because the old emails were meant for the older subscribers. the 4th email will be triggered only for the new audiences in the sequence.
      3. No, email sequences are fully automated and you can’t add recipients for a specific email. Instead, you can copy the email and send to your recipients via email campaign.

      1. This scenario described by Soufian is something that NEEDS to be supported. Please ask the developers to make this a possibility.

  6. Yeah I mean come on, that’s three of us who have taken the time to comment on here asking for the ability to send new sequence emails to all subscribers, not just those still in the sequence.

    I imagine there are many others who also have this need but haven’t commented. Can we get it added now?

      1. Hi Nazir, this is a must have requirement for both Email Sequences and Automations. I noticed that the latter also doesn’t support this use case. Emails are continually added to a chain so existing contacts should get them.
        Thanks!

  7. Hi,
    Quick question: In an automated email sequence, Is it possible to stop a recipient from getting further emails from an email sequence if they click on a link in the middle of the sequence email and then be moved to the next stage in the funnel?
    here is an example:
    I’ve got a funnel with 4 email sequence (stage1) with links in them. if the recipient clicks on the link in email 2, they should not receive email 3 & 4 based on the click action; and then be tagged and moved into another email sequence (stage 2) within that same automation funnel. Is it possible?

    1. Hi Stovis, That’s a bit complex. For this, you should use smartlinks to apply tags to link clicks. Then, you need to add a delay before each email in the sequence and use the check tags conditional to move contacts to other sequences.

  8. Thanks Nazir for your response.
    By using smartlink, applying tags & removing from the initial trigger tag, will it stop email 3 & 4 from getting to the recipient? or will it still complete the sending of all 4 emails even if they where successfully moved to a new tag?
    Also, if you don’t mind me asking, what is the (use case) difference between smart link and Link click benchmark?

  9. Hi,

    Is there a way to change the sequence of emails? Drag and drop emails to move them up or down in the sequence?

    Thanks!

    1. Hi Peter, Yes, to change the sequence of emails, you need to change the delay of your emails and they will be automatically rearranged.

  10. So, I’ll explain my case better. I have 4 emails to be sent to a customer, the purpose of these emails is for the customer to respond at least 1.

    If the customer responds to email 2, the other emails should not be sent.

    If the customer responds to the first email, the others do not need to be sent.

    This automation is what I want to do. A condition so that when the customer responds to 1 email, the others are not sent

  11. If I delete a sequence will all of the emails in that sequence automatically stop so none of the subscribers receive any more emails?

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