Sequences
A sequence is an automated follow-up plan: up to 12 texts, emails, and tasks spaced out over days or weeks. Each person moves through the steps on their own schedule, and they leave when they reply, book a meeting, or meet another exit rule you choose. Use a sequence for nurture and follow-up; use a one-time send for a single blast (see Campaigns).
Path: main nav → Campaigns → New Campaign → Sequence
Admins, owners, and managers can create and run sequences. View Only users don't see Campaigns.
Create a sequence
- Go to Campaigns and click New Campaign.
- Choose Sequence ("Up to 12 texts, emails, and tasks over time that stop when people reply.").
- The builder opens with four steps across the top: Basics, Steps, Schedule, and Join & leave. Each shows a summary, or Needs attention in red when something is missing.
Set it up with HiringCenter AI (optional)
At the top of the builder, Set it up with HiringCenter AI lets you describe the sequence in your own words, for example:
"Three-week follow-up for newly licensed agents who applied but haven't booked an interview. Start with a friendly text, then an email about our training program, then a call task for the owner."
HiringCenter AI fills in the name, description, sending identity, steps, sending window, and exit rules. Keep chatting to change it ("make step 2 an email"). You'll see Filled in the draft from the AI assistant. Check each step before saving. with Undo and Dismiss. Nothing is saved until you save, and it never sets up automatic enrollment for you.
You can also ask the AI Assistant to draft a sequence. It shows an Open in sequence builder card.
1. Basics
- Campaign name.
- Who it's for — one description of the audience and goal, for example "Newly licensed agents who applied in the last 30 days and have not booked an interview. The goal is to get them to a first meeting." This matters: HiringCenter AI reads it before every text and email (see AI review before each send).
- Send from — the one identity every text and email comes from (texts from its number, emails from its address). It needs a phone number for text steps and an email address for email steps.
- Shorten links — turn on to shorten links in your messages.
2. Steps
Add steps with + Text, + Email, or + Task (up to 12). For each step:
- Wait — how long after the previous step (minutes, hours, days, or weeks; up to 365). The first step can wait 0.
- Text — the message, with merge fields such as First Name, Last Name, Email, Phone, Office, and Manager (for example
Hi {{firstName}}, …). - Email — a Subject and body in the full email editor, including Style email and Customize with AI.
- Task — what the person should do (for example
Call {{firstName}} to walk through the next steps) and Assign to: Prospect owner or Campaign creator. Use tasks for calls and anything else that needs a person. The task is due when the step runs.
Reorder with the up and down arrows, or remove a step.
3. Schedule
Sending window — the days of the week and the start and end time when steps may go out, in your account's time zone. A step that comes due outside the window waits for the next opening. The window can't be turned off, and it is checked again right before each send. If you change it, steps already waiting move to the new window when they come due.
4. Join & leave
Who joins
- People you add yourself always can join (see Add people).
- Turn on Add people automatically to enroll prospects who match your rules When a prospect is added, When a prospect changes, or both.
- Let people join again after they finish or leave — off by default, so someone can't go through the same sequence twice.
When people leave
People stay in until every step has run, unless a rule you check applies:
- They reply — any inbound message on the channels you choose: Text, Email, Call or voicemail. A HELP- or START-style keyword text is not a reply, and a stop word always ends the sequence (see below).
- A meeting is booked with them — off by default.
- Stages and labels (optional) — leave when they move into chosen stages or get chosen labels. You can also label people when they join, label people who leave early, and label people who finish every step.
A text of only STOP, STOPALL, UNSUBSCRIBE, CANCEL, END, or QUIT always ends the sequence for that person (and every other sequence they're in). Other opt-outs keep them in: opting out of texts or emails skips those steps, unsubscribing from everything skips both, and task steps still run.
Save
- Save draft — keep working later. Nothing sends.
- Save and turn on — starts the sequence. If something is missing, you'll see Before turning this on: with a list to fix.
Add people
- Pipeline — select prospects, then click Add to sequence.
- Prospect Details — the Sequences card → Add to a sequence.
- The sequence page → Add people:
- Upload or paste — a CSV (under 5 MB) or a list of emails and phone numbers. Click Find prospects to match them to existing prospects, then add the matches.
- Everyone matching rules — adds everyone who matches every rule right now, up to 2,000 people.
Only turned-on sequences can take new people. Opt-outs, account scope, and exclusion rules still apply.
AI review before each send
Before each text or email, HiringCenter AI checks the step's message against the sequence's Who it's for description, your past decisions, and the person's record. It sends only when it is at least 60% sure the message fits that person.
If it isn't sure, it takes the person out and gives the prospect owner a task with two buttons:
- Keep them out — they stay out of the sequence.
- Put back in sequence — the step runs again, and HiringCenter AI remembers your decision for that person's later steps.
If the review itself fails three times, the message is not sent, and the person is taken out the same way. HiringCenter AI never sends a sequence message it couldn't review.
Manage a running sequence
Open a sequence from Campaigns (use the Sequences filter) to see:
- Stats — In sequence, Taken out by AI, Finished, Left, Messages sent, Tasks created.
- People tab — each person's Status, Progress, and when they Joined. Filter by Everyone, In sequence, Taken out by AI, Finished, or Left. Remove someone with Remove from this sequence?
- Taken out by AI tab — who was taken out, at which step, and Put back in sequence.
- Summary panel — Sends from, Sending window, People leave when, and the list of Steps.
Buttons at the top:
- Edit — reopen the builder. Changes, including a new identity, apply to steps sent after you save.
- Pause / Resume — stop and restart all sends.
- Turn on — for a draft.
- Add people.
- Archive — everyone still in it leaves and no more steps send. This can't be undone.
On a prospect, Prospect Details shows One-time sends and Sequences as two separate cards. Click a row, or the sequence pill above the message box, to see the details.
Good to know
- Each step is sent at most once. If a send fails, it is recorded and the person moves on to the next step.
- If a sequence can't send anymore (for example the identity was removed, or its creator lost access), it pauses itself and notifies the creator.
- Texts and emails from sequences use your plan's message allowance the same way other identity sends do. See Billing.
- A short, specific Who it's for description gets better AI review decisions than a vague one.