Email Sequences

Do you find yourself sending the same emails over and over to cold leads? Are you looking for a better way to warm up a list of cold leads without dedicating your valuable sales team resources to do the outreach?

Unless you really like sending hundreds or thousands of follow-up emails manually, you're going to love this feature in Close: email sequences for salespeople. With Email Sequences, you can automate the process of sending follow-up emails to your leads in a drip email format.

You can enroll one person today, ten people tomorrow, and a thousand people next week — they’ll all get the right email at the right time.

Understanding How Sequences Work

Email Sequences in Close are rooted in our Email Templates. An email sequence is a series of emails to be sent, one by one, in specified time gaps to specific subscribers.

The sequence will run until the subscriber sends or replies to any email to an account that is synced with Close (this includes but isn't limited to replying to an email in the sequence). You can easily resume the sequence from the lead page if you would like the sequence to continue sending as well.

If you would like more information on how email sequences work and whether or not they are a good fit for your sales process, see our in-depth blog post here.

Creating a New Sequence

You can create a new Email Sequence or manage an existing sequence by clicking 'Email Sequences' on the left-hand menu of Close.

Every sequence needs a name, at least one step, and a sending schedule.

An email sequence can have one or more sequence steps. Each step consists of:

• Email template: Email sequences use the same shared templates you already create and use in Close.
• Sending delay: Emails can be sent between 1 and 365 days apart.
• Sending as new thread option: After the first email in an email sequence, subsequent steps can either be sent as replies in the same email thread, or they can start new email threads.

Contacts that are subscribed to an email sequence will receive the sequence steps until they are paused or removed from the email sequence.

Create a new Email Sequence

Select a Sending Schedule

Use our pre-defined sending schedules to pick the sending window or timeframe during which emails will send in your sequence. Each email sequence has a sending schedule and timezone option.

Sending Schedules for Email Sequences

Emails will send at random times within the sending window, to most accurately mimic human sending behavior (and increase the email open and response rates), unless contact is added to a sequence during an open sending window, and there is no delay, the first email will send within a few minutes (like a bulk email). If a contact is added to an email sequence outside of its sending window, the email will send at a random time on the first day of the sending window.

For example, if you select the Monday—Friday, Any time sending schedule, and add a contact to the sequence on Sunday, the contact will receive the first email in the sequence on Monday, assuming there is no delay specified for the first step.

Sequences always count every day (working days and weekends) when you set up a delay, but they won't send any on weekends if you have Monday-Friday selected as your schedule. For example, if you have a Step 1 to go out on Thursday, and you have Step 2 with a 2-day delay, that 2nd step will go out on Monday.