Steps
- On the Sequences tab, add a step after the first email.
- Choose the step type. Email steps send; wait steps pause; condition, task, CRM, webhook and stop steps let you branch or act.
- Set the wait before the step in days and hours.
- Turn on same-thread sending if the follow-up should appear as a reply to the previous email.
Important notes
- Three to four emails is a normal sequence. More rarely helps and raises complaint risk.
- Every follow-up should add something — a different angle, a proof point, a shorter ask.
- Stop rules remove a lead from the remaining steps automatically on reply, bounce or unsubscribe.
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