Setting Up Drip Sequences

Setting Up Drip Sequences

Drip sequences are automated email workflows that send a series of messages over time without any manual effort.

What is a drip sequence?

A drip sequence is a series of pre-written emails that are sent on a schedule after a trigger event. For example, when a new lead signs up, they automatically receive:

• Day 0 — Welcome email with an introduction to your services
• Day 3 — Email highlighting trending projects in their area
• Day 7 — Social proof email with client testimonials
• Day 14 — Call-to-action to book a consultation

Creating a sequence

1. Go to Admin > Email > Action Plans
2. Click New Action Plan
3. Name your sequence (e.g., "New Lead Welcome Series")
4. Set the trigger (e.g., "Contact added to CRM" or "Contact tagged as Investor")
5. Add steps, each with a delay and an email template

Step configuration

Each step in the sequence includes:

• Delay — Wait 1 day, 3 days, 1 week, etc. after the previous step
• Email template — Select or create the email to send
• Conditions — Optional conditions (e.g., only send if the contact has not booked an appointment)

Managing active sequences

Contacts currently in a sequence are shown in the Action Plans dashboard. You can:

• Pause a contact within a sequence
• Remove a contact from a sequence
• View which step each contact is on
• See delivery and engagement stats per step