Build a multi-step sequence

Create the sequence

In Sequences, choose New sequence and give it a name — this is an internal label; recipients never see it.

Add and arrange steps

On the sequence page, add steps and drag to reorder them. For each step, pick a channel and its content:

  • Email — choose a sequence template.
  • WhatsApp — choose an approved WhatsApp template, or write a freeform message.
  • SMS — write the message body.

Set a delay on each step to control how long to wait before it sends.

Configure sending

Open the sending panel to choose the sending mailbox and domain, and optionally set a timezone-aware schedule so steps only send during the hours you choose.

Launch

Work through the launch checklist (it flags anything missing), then activate the sequence.

Editing after launch

Steps stay editable even after activation. Editing a step creates a new version, and any contact already mid-sequence stays on the version they started on — so improving a live sequence never disrupts people already moving through it.

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