A sequence is a series of emails sent one after another, with a wait between each. For example, a thank-you when a reader gets their ARC, then a gentle review reminder two weeks later.
Before you start
Scheduled emails are sent from your own email account. Connect Gmail or a custom SMTP account in Settings under Email. Until you do, the page shows a banner with a Connect Email → button, and nothing is sent automatically.
Create a sequence
- Open Email Sequences from the sidebar.
- Click + New Sequence. To start from a ready-made example instead, click Browse Templates and then Use this Template.
- Enter a Name and choose a Trigger. The trigger decides who gets added to the sequence and when.
- Click + Add Step for each email. For every step, set the wait, then either pick one of your templates or choose Custom (no template) and write a subject and body.
- Tick Active.
- Click Create Sequence.
A sequence needs a name and at least one step before you can save it.
Sequences added from Browse Templates start turned off. Check the steps and timing, then switch the sequence on with its toggle.
Start a sequence by hand
For a sequence with the Manual trigger, or to add one person to any sequence:
- Click Send to… on the sequence card.
- Enter the Recipient Name and Recipient Email.
- Optional: enter the book title in Context. This fills {{bookTitle}} in the emails.
- Click Start Sequence.
You can follow each person's progress in the Active Sends tab.