Communication
Sequences
Build repeatable multi-step outreach and monitor enrolled records
Sequences defines scheduled touches, delays, and message content, while runs show progress for enrolled records
What this workspace includes
- Sequence list
- Step builder
- Timing and content
- Enrollment and run status
Complete workflow
- 1
Define the objective
Choose the relationship outcome
- 2
Build steps
Add messages and delays in order
- 3
Review the sequence
Check sender, variables, and timing
- 4
Enroll records
Monitor runs and follow-up
How records and settings behave
- Enrollments follow the saved step order
- Runs preserve status per record
- Editing controls the supported process
Working effectively
- Keep each sequence focused
- Space steps intentionally
- Define the human follow-up point
Keep the correct context
Confirm the active organization, agency, client, site, or record before making a change. The name shown in the workspace identifies where the result will be saved.
Frequently asked questions
Where should I start with Sequences?
Choose the relationship outcome
When is my work saved?
Enrollments follow the saved step order
How do I confirm the result?
Return to the related list or detail view and review its current status. Editing controls the supported process