The Sequence Dashboard
This is your main view for all your automated email sequences. From here, you can get a high-level overview of your automations, see their status, and jump into editing or creating new ones.Understanding the Sequence List
Filtering Your Sequences
At the top of the page, you can filter your list to find specific sequences:- Active / All Toggle: Switch between viewing only
Activesequences orAllof them. - Date Range Filters: Use the Start date and End date pickers to find sequences created within a specific period.
How to Create a New Sequence
Click the ”+ New sequence” button to launch the creation wizard, which will guide you through building your automated journey.1
1. Initial Setup
A pop-up will appear, prompting you for the core properties of your sequence:
- Name: An internal name for your sequence (e.g., “Post-Purchase Follow-up”).
- Choose a Sender: Select the default “From” email address for this sequence.
- Choose a List (Optional): This is a powerful auto-enrollment trigger. If you select a list here, any contact who is added to this list will automatically be enrolled in this sequence.
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2. Designing the Flow (Adding Nodes)
You will now see a visual canvas where you can build out the steps (or “nodes”) of your sequence. A node is a combination of an email template and a time delay.

- Add a Node: Click the “Add Next Sequence” button.
- Select Template: In the pop-up, choose the email template for this step from the dropdown. You should create your templates beforehand in the Templates section.
- Set Delay: Enter the number of days to wait before sending this email.
- For the first step, a delay of
0sends the email immediately after a contact is enrolled. - For all subsequent steps, the delay is calculated from when the previous email was sent.
- For the first step, a delay of
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3. Complete and Activate
- Complete: Once your flow is designed, click the “Complete” button at the top right. This saves the sequence and returns you to the list.
- Activate: Your new sequence is INACTIVE by default. To start it, find it in the list and either click the toggle switch under the “Active” column or use the three-dots (…) menu and select Activate.
Enrolling Contacts into a Sequence
There are two primary ways to add contacts to an active sequence:Automatic Enrollment (Recommended)
Automatic Enrollment (Recommended)
This is the easiest method for ongoing enrollment. If you selected a contact list in the “Choose a List…” field during the initial setup (Step 1), any new contact added to that list will be automatically enrolled into this sequence. This is perfect for welcome series or onboarding flows.
Manual Enrollment
Manual Enrollment
This method is for adding existing contacts to a sequence.
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1. Go to Your Audience
Navigate to Audience > All.
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2. Select Contacts
Use the checkboxes to select one or more contacts.
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3. Choose Action
Click the “More action” button and select “Add to a sequence” from the menu.
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4. Select Sequence
In the pop-up, choose the target sequence and click “Add”.