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Email & Communications Proven Highly reusable

Automated Email Sequences

Configurable multi-step email journeys that send reusable templates at defined intervals based on lead or CRM activity.

Try in CRM Demo Discuss a feature
2 implementations Proven uses
Laravel 13 Compatibility
Filament 5 Compatibility
The Email Templates list showing Info Pack and Info Pack Follow Up.
Business value

Why this feature matters

Problem it solves

Manual follow-up is inconsistent and easy to forget, particularly when many leads or customers need timed communications.

How it works

Define reusable sequence steps that reference email templates and send them on a schedule while retaining a clear journey for each recipient.

Benefits

Creates consistent follow-up, reduces repetitive admin and makes nurture journeys easier to maintain across campaigns and clients.

Help tutorials

See how it works

These are the same published Help Tutorials used inside the application, for Feature version 1.0.

The Email Templates list showing Info Pack and Info Pack Follow Up.
Guide 1 · Revision 2 Set up an email sequence for Facebook sign-ups

Create an automated email sequence for a Facebook sign-up landing page so leads receive an immediate information email followed by a timed follow-up automatically.

View tutorial →
Tutorial screenshots

See it in practice

The Email Templates list showing Info Pack and Info Pack Follow Up.
Set up an email sequence for Facebook sign-ups — Check that the email templates are ready
The Email Sequences list showing available sequences including Facebook Signup.
Set up an email sequence for Facebook sign-ups — Open Email Sequences
The Edit Email Sequence page showing the Facebook Signup sequence and its steps.
Set up an email sequence for Facebook sign-ups — Create or edit the Facebook Signup sequence
The Landing Page edit screen showing the Facebook Signup email sequence selected.
Set up an email sequence for Facebook sign-ups — Assign the sequence to the landing page
The public Facebook sign-up landing page with the consultation form.
Set up an email sequence for Facebook sign-ups — Test the public sign-up page
The landing page success message shown after the form has been submitted.
Set up an email sequence for Facebook sign-ups — Confirm the success message
The lead record showing active Email Sequence activity for the Facebook Signup sequence.
Set up an email sequence for Facebook sign-ups — Check the lead’s sequence activity
Discover more

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