Sequences

Timed emails and WhatsApp messages that stop as soon as the lead replies, is won or lost, or unsubscribes.

Create a sequence

1. Nurture → Sequences → New sequence.
2. Name it and choose when it starts: Manual, New lead (optionally only for a source), Becomes hot, Lead magnet download or Meta lead ad.
3. Add steps. For each: the day (0 = right away) and optional hour, Email or WhatsApp, subject and message. Use {{ first_name }}, {{ company_name }} and {{ requirement }}. Tick Personalise with AI to tailor each message to the lead’s need.
4. For WhatsApp steps, add an approved template name — needed for messages more than 24 hours after the lead last wrote.
5. Save.

Every email includes an unsubscribe link automatically.

People in a sequence

Open a sequence to see who’s in it, which step they’re on and why it stopped. Stop someone manually from here, or add a lead from the lead’s details.