Email Sequences

Do you have the right plan for Email Sequences?

Email sequences are only available to Pro and Business users. You can upgrade your team members under Settings > Billing.

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 an email to an account that is synced with Close (this includes but isn't limited to replying to an email in the sequence.)

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

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).

If a 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. If a contact is added to an email sequence outside of its sending window, the email will send at a random time in 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.

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.

Subscribe Contacts to a Sequence

Contacts can be subscribed to a sequence in a few ways:

  • Subscribe an individual contact from the lead page
  • Bulk subscribe a list of leads or a Smart View
  • Subscribe an individual contact as a follow-up to an email thread

You will have the option to send an Email Sequence to the first contact on the Lead or all contacts on the Lead.

Subscribing contacts individually

To subscribe a contact from the Lead page, simply hover over the contact name, select "More Options" and then "Send an Email Sequence".

Subscribe a single contact to a sequence

Subscribe a single contact to a sequence

Subscribing leads in bulk

To subscribe contacts in bulk, simply build out your search query or select a Smart View and click "Email" then select "Send an Email Sequence" from the drop down menu.

Subscribe contacts to a sequence in bulk

Subscribe contacts to a sequence in bulk

Subscribing contacts as a follow-up to an email

Subscribe a contact to an email sequence as a follow-up to an initial, unique email. If your prospect doesn’t reply after a certain time period, they are automatically enrolled in the sequence of your choice.

You can set this up the same way that you would create a follow-up reminder on an individual email.

Before sending your email:

  • Check the box to remind you to follow-up
  • Pick a timeframe
  • Select "send an Email Sequence" from the drop-down menu
  • Choose your Email Sequence

Press send and you are all set!

Send sequence as a follow-up

Send sequence as a follow-up

Pausing a Sequence

An email sequence will automatically be paused if you receive an email from the recipient to any email address connected to Close email sync.

Contacts subscribed to an Email Sequence can also be paused manually on the individual contact page or in bulk on the Email Sequences page.

To pause an email sequence for a single contact, click on the contact name and select "Manage Email Sequences". Click on the name of the sequence you would like to pause and select "Pause for this Contact".

Pause an email sequence on a contact

Pause an email sequence on a contact

Disable an entire Email Sequence for all subscribed contacts by toggling off the sequence from the main Email Sequences page.

Disable an email sequence

Disable an email sequence

Keep in mind, any delays are still counted from the last sent email and are not paused. This means some emails could be sent immediately when the Email Sequence is enabled.

Resume a Sequence

To resume a sequence for a contact, click on the contact record on the Lead page and select "Manage Email Sequence". Next, click on the sequence you would like to resume and select "Resume for this Contact".

Resume an email sequence on a contact

Resume an email sequence on a contact

Duplicate a Sequence

You can duplicate an Email Sequence on the All Email Sequences page or within the Edit Email Sequence page.

Click on the drop-down menu next to the sequence name and select, Duplicate.

Duplicate a sequence

Duplicate a sequence

Or, within the Edit Email Sequence page by selecting, 'Duplicate this Email Sequence' in the top right corner.

Duplicate a sequence

Duplicate a sequence

Delete an Email Sequence

You can delete an Email Sequence on the All Email Sequences page or within the Edit Email Sequence page.

Click on the drop-down menu next to the sequence name and select, Delete.

Delete a sequence

Delete a sequence

Or, within the Edit Email Sequence page by selecting, 'Delete this Email Sequence' in the top right corner.

Delete a sequence

Delete a sequence

Automate your Email Sequence process

Email Sequences can be part of a bigger sales process by automating actions before a sequence starts or after it ends. You can do things like pause an email sequence when a lead becomes a customer or automatically subscribe a new lead to an email sequence when they are added to Close.

Here are some tutorials for setting up automations in Zapier:

Frequently Asked Questions

Have more questions? See our FAQ guide here.

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.