Email Sequences

Do you have the right plan for Email Sequences?

Email sequences are only available to Pro and Business plans. You can upgrade your plan under Settings > Billing > Plan.

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.

Want to learn more?

Check out our latest webinars hosted by our own Nick Persico, Director of Revenue, and Steli Efti, CEO.

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

Create a new Email Sequence

Sending Rate Limits

To avoid hitting some email servers such as Gmail or Microsoft sending rate limits, always have the first step sent after a one-day delay instead of immediately. This will mimic human behavior by spreading email sending throughout the sending window.

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

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 a new 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.

Pro Tip:

Email sending times are randomly distributed throughout the sending window. It is possible for the delay between steps to be longer (or shorter) than 24 hours * the number of days selected for the sending delay.

For example, if there are two steps with a delay of one day in between, it would be possible (though unlikely) that the first email could be sent at 11 PM and the following step could be sent at 1 AM the next day — a delay of only two hours.

If it is important to avoid this possibility, consider selecting the ´Monday—Friday, 9am-4pm´ sending schedule.

Updated 29 days ago

Email Sequences

Suggested Edits are limited on API Reference Pages

You can only suggest edits to Markdown body content, but not to the API spec.