Subsequences let you automatically send targeted follow-up emails when leads:
Change to a specific status
Perform certain actions
Reply with specific keywords or phrases
Available on the Hyper Growth and Light Speed plans. Watch the video tutorial here to learn more about subsequences.
The subsequence tab only shows after you launch your campaign. If a subsequence is launched but has no leads to process, it will be marked as 'Complete' but will auto-resume when leads become available.
How to Create a Subsequence
Step 1: Launch Your Main Campaign
The subsequence tab will appear after you launch your main campaign.
Step 2: Set Your Trigger Conditions
Click "Add New" in the Subsequences tab
Choose your trigger type:
Status-Based Triggers:
Default statuses: Interested, Meeting Booked, Meeting Completed, Won, Out of Office, Wrong Person, Not Interested, Lost
Custom statuses you've created
Activity-Based Triggers:
Link clicks
Campaign completed without reply
Email opened
Keyword/Phrase Triggers:
Enter trigger phrases separated by semicolons
;Example:
more information; tell me more; interested in learningInstead of single words, use exact phrase matching to trigger sequences. Phrases capture context better and reduce the risk of firing the subsequence for wrong leads. For example, if the subsequence is triggered by the word "interested" in a lead's reply. When a lead replies, "I am not interested."
The system will add this lead to the subsequence as it detects the word "interested" in the reply.
Using exact phrases like "I am interested" for triggers is a more precise method that will prevent the subsequence from misfiring.
Pro Tip: You can combine multiple statuses, activities, and keywords to trigger the same subsequence.
Step 3: Create Your Follow-up Email
Draft your subsequence email
Leave the subject line empty to keep emails in the same thread
Set how many days/hours/minutes to wait before sending Step 1 of the subsequence
Adjust the schedule if needed (inherits from main campaign by default)
Step 4: Launch Your Subsequence
Go to the Options tab
Click Launch
The subsequence will start sending within minutes (based on schedule and account limits)
Subsequence not sending:
Check if it's within your campaign schedule
Verify account sending limits haven't been reached
Confirm the subsequence is launched (not in draft)
Subsequences only activate for newly triggered leads
Setting Delays
Specify how many days/hours/minutes to wait before sending Step 1 of your subsequence. The countdown starts as soon as the lead is added to the subsequence.
Managing Leads in Subsequences
Moving Leads to a Subsequence
Subsequences only activate for newly labeled leads after launch. If your trigger is "Interested," only leads marked as Interested after you launch will automatically enter. Existing Interested leads must be moved manually.
How to Move Leads Manually:
Go to the Leads section of your campaign
Filter by status, ESP, or other available conditions
Check the boxes to select leads
Click "Move to subsequence" in the top right corner
Removing Leads from a Subsequence
Go to the campaign Leads section
Filter by "In subsequence" status
Click on the lead to open their profile
Click the trash icon to remove them
Duplicate a subsequence
You can save time by copying existing subsequences:
Simply click on the "Duplicate an existing subsequence" button
Choose the subsequence you want to duplicate
Confirm the subsequence options and launch it
4 Use Cases for Subsequences
1. Send More Info to Interested Leads
Trigger: Lead marked as "Interested"
Use case: Automatically share product details, case studies, or pricing
Result: Every time a lead is marked Interested, they automatically receive your detailed information.
2. Ask for the Right Contact
Trigger: Lead marked as "Wrong Person"
Use case: Politely ask for the correct person's contact information
Result: Automatically ask for the correct person's contact
3. Respond to Info Requests
Trigger: Keywords in replies
Keywords:
more information; tell me more; send details; want to learn moreUse case: Automatically send detailed information when prospects ask for it
Results: Instant response to interest signals
4. Follow Up with Out-of-Office Leads
Important: If using the OOO Resume feature, disable subsequences for Out-of-Office leads to avoid duplicate follow-ups.
Trigger: Out of Office status or keywords
Keywords:
out of office; away from work; on vacation; on leave; oooResult: Re-engage prospects after they return from vacation or leave
