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Sequences.

Plan follow-ups and understand when a sequence stops.

  1. First touchReviewed opener
    Approval required
  2. Between messagesWait & check conditions
  3. Follow-upContinue only when eligible
A reply or opt-out ends the follow-ups.The conversation takes priority over the schedule.

Simplified sequence. Eligibility is checked between steps; replies and opt-outs stop follow-ups.

Guide outline

The structure is ready. Detailed instructions and examples will be added here as this guide develops.

Build the follow-up steps.

This section will cover sequence creation, publishing and enrollment.

Understand holds.

This section will explain the conditions that hold a follow-up and how to review them.

Know when to stop.

Replies and opt-outs stop follow-ups automatically. This section will document the stop conditions and their visible states.

Keep the context close.

For the ideas behind the product, visit the Journal. For data handling and account protection, read our privacy policy and security notes.

Sequences — Perpetual Docs