Run Drip Sequences
Drip sequences send a series of emails with delays between steps. Each recipient moves through the sequence on their own timeline. You build the sequence here; you enroll people with Business Automation.
Create a sequence
- Go to Communication → Drip Sequences → New Sequence.
- Enter a name, optional description, and turn Active on when ready.
- Add steps. For each step set:
- An email template
- A delay after the previous step (days, hours, or minutes — step 1 delay starts at enrollment)
- Optional skip if the recipient already opened or clicked the previous email
- Optional retry: resend if the previous step was not opened within N hours
- Save. Reorder steps with Up / Down; remove steps you do not need.
Enrollment is not configured on the sequence screen itself.
Enroll recipients (via Automation)
Example: nurture a new CRM lead
- License Business Automation and Communication Center.
- Create the drip sequence and its email templates.
- Open Automation → New Workflow with trigger when a new CRM lead is created (or another event you need).
- Add action Enroll in Drip Sequence and pick your sequence.
- Default email field:
@Email - Default name field:
@Name
- Default email field:
- Activate the workflow.
Due steps are processed on a recurring background schedule (typically about every 30 minutes).
Monitor enrollments
From Drip Sequences, open View enrollments on a sequence:
- See each recipient’s current step, status, next send, and completed date
- Cancel an enrollment when support needs to stop a journey
The Growth dashboard summarizes active sequences when enrollments exist (CRM lead funnel metrics appear when CRM data is present).
Drips vs. CRM sequences
| Communication Center drips | CRM sequences | |
|---|---|---|
| Where | Communication → Drip Sequences | CRM Sequences |
| Enrollment | Automation Enroll in Drip Sequence | CRM enrollment flows |
| Best for | Cross-module nurture tied to Automation events | CRM-native step mail |