Email & messaging · Templates & automation
Build multi-step email sequences (drip campaigns)
Sequences send a series of timed emails after a trigger — like a new signup or a started trial. Define ordered steps with delays, subjects and content, and enable the sequence when you're ready.
What a sequence is
Where an automation sends one email at one moment, a sequence sends a series: for example, a welcome on day one, a "here's how to get the most out of your membership" two days later, and a check-in after a week. Each sequence has a name, a trigger event, and an ordered list of steps.
Suggested triggers are New member (signup), Trial started and Subscription cancelled — and you can type a custom trigger of your own. Each step has a delay in hours (from the trigger for the first step, from the previous step after that), a subject and a body.
Building one
Open the Email sequences page in your admin at /admin/email/sequences. Click to create a new sequence, name it, pick the trigger, and add steps — the first step defaults to sending immediately (0 hours) and later steps to a 24-hour delay, but you can set any timing you like. Save when the steps read well in order.
Each sequence has its own enabled switch, so you can keep a sequence saved but dormant while you refine it.
Draft mode and when emails actually send
Like email broadcasts, sequence sending is switched off by default for every account — the page shows a clear Draft mode banner while that's the case. Saving a sequence never sends anything on its own. When sending is enabled for your account, emails still only go out to members who are actually enrolled in a sequence via its trigger, and members who have blocked communication are always skipped.
This makes sequences safe to build well ahead of launch: write the whole series now, and flip it live when your account is ready to send.
Step by step
- Open the Email sequences page (/admin/email/sequences) in your admin.
- Create a new sequence and give it a clear name.
- Choose the trigger — new signup, trial started, subscription cancelled, or a custom event.
- Add steps: set each step's delay in hours, subject and body.
- Save, and enable the sequence when you want it live.
Good to know
- Three to five short emails usually beat one long one — give each step a single job.
- Map the member's first week before writing: what should they feel on day 1, day 3, day 7?
Related articles
Save reusable email templates and send them by name
Write an email once, save it as a named template with name placeholders, and reuse it forever — from the admin or by telling the AI assistant "send the welcome template to this member".
Send automatic emails when a membership changes (Automations)
Automations send a standard email the moment something happens to a member: welcome on signup, plus upgrade, downgrade, pause and cancellation. Write each template, flip its switch, and it runs by itself.
Let the AI assistant email members for you
With the "Benny can send email" feature on, you can ask the AI assistant to email one member or a small group from the chat. It always previews recipients and text first, waits for your yes, and obeys hard limits.