Sequences
Follow-ups that send themselves. Build the audience with ticks, check exactly who matches, add your messages, then save as a draft and activate it — due steps send automatically (the runner checks every minute). Message steps send only inside the 24h window; template steps send any time.
Step 1 — Name your follow-up
A clear name helps you find this sequence later.
Step 2 — Who gets it?
Tick what to include and what to leave out. Nothing is frozen now — the audience is checked again every time the sequence runs.
Tick a tag to exclude every contact carrying it.
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Tick a label to exclude every contact carrying it.
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Sent to OMS means the contact already has an order pushed to the order system.
Step 3 — What to send
Add steps in order. Step 1 sends after its delay from enrollment (or at its fixed time); each later step sends after its own delay from the previous step.
Step 4 — Save & run
Saves as a draft. Activate it from the list below to start sending automatically.
Sequences
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