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Email Sequences

Sequences (also called drip sequences) send a series of emails automatically over time. They're perfect for onboarding new members or delivering content gradually.

How Sequences Work

  1. A member joins or is enrolled in a sequence
  2. They receive emails based on a schedule you define
  3. Each email sends a certain number of days after the previous one
  4. The sequence completes when all emails have been sent

Creating a Sequence

  1. Go to Collections
  2. Create or select a collection
  3. Under Distribution, enable Email Sequence
  4. Configure the schedule

Sequence Settings

SettingDescription
TriggerWhen to start (on access grant, manual)
DelayDays between emails
PagesWhich collection pages to send
OrderSequence follows collection page order

Example: Welcome Sequence

A 5-day onboarding sequence:

DayEmail
0Welcome + getting started
1How to access content
3Introduction to community
5Tips for success
7Check-in + next steps

Enrolling Members

Members are enrolled in sequences when:

  • They purchase a product linked to the collection
  • You manually grant them access
  • They're imported with access to that product

Monitoring Sequences

Track sequence progress:

  1. Go to the collection with the sequence
  2. Click Sequence Status
  3. See which members are enrolled and their progress

Pausing and Resuming

To pause a member's sequence:

  1. Go to their contact record
  2. Find the active sequence
  3. Click Pause

To resume, click Resume on the paused sequence.

Editing Active Sequences

Changes Affect Future Sends

If you edit emails in an active sequence, members who haven't received that email yet will get the new version. Members who already received it are unaffected.

Best Practices

  • Space emails 1-3 days apart to avoid overwhelming members
  • Front-load your most important content
  • End with a clear next step or call-to-action
  • Keep individual emails focused on one topic
  • Test your sequence with a personal email first

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