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Subsequences

Set the automatic subsequences for your campaigns

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.

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.

Duplicate Subsequences

You can save time by copying existing subsequences:

  • Go to the Subsequence tab

  • Simply click on the "Duplicate" button

  • Choose the subsequence you want to duplicate

  • Confirm the subsequence options and launch it

Step 2: Set Your Trigger Conditions

  • Click "+ Create Subsequence" in the Subsequences tab

  • Name your subsequence

  • Choose your trigger type:

  • Status-Based Triggers:

    • Default statuses: Interested, Meeting Booked, Meeting Completed, Won, No Show, Out of Office, Wrong Person, Not Interested, Lost

    • Custom statuses you've created

  • Activity-Based Triggers:

    • Email opened

    • Link clicks

    • Campaign completed without reply

  • Keyword/Phrase Triggers:

    • Enter trigger phrases separated by semicolons ;

    • Example: more information; tell me more; interested in learning

    • Instead 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 Subsequence Email

  • Draft your subsequence email

  • Leave the subject line empty to keep emails in the same thread

  • Adjust the schedule if needed (inherits from main campaign by default)

  • 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.

Step 4: Launch Your Subsequence

  • Go to the Settings tab

  • Daily Limit:

    • Inherit from campaign: By default, subsequences share the daily limit with the main campaign

    • Custom limit: Set a custom daily limit for this subsequence

    • No limit: Disable sending from this subsequence.

  • Ignore Account Daily Limits: Enable this to allow the subsequence to send even if sending accounts have reached their daily limits. Turning this on means sending accounts may exceed their configured daily limit. Only enable this if it's critical that this subsequence sends on the same day. This can affect deliverability, especially for accounts that are still warming up.

  • 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 if the 'Ignore Account Daily Limits' setting is disabled for the subsequence

  • Confirm the subsequence is in "Active" status (not in draft)

  • Subsequences only activate for newly triggered leads

Subsequence Analytics

  • Go to the Subsequence tab

  • Click the target subsequence

  • Navigate to the Analytics section to view the Sent, Open Rate, Click Rate, and Reply Rate

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:

  • Go to the Leads section of your campaign

  • Filter by data fields, lead status, lead ESP, lead ESG, or other available conditions

  • Check the boxes to select leads

  • Click Row Actions → 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 the Lead Details panel

  • Click the trash icon to remove them from the subsequence

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 as "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 more

  • Use 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; ooo

  • Result: Re-engage prospects after they return from vacation or leave

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