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Email Sequences

Email Sequences in WhautoMail allow you to automate a series of emails that send over time. These sequences help you nurture leads, onboard new customers, and stay connected with your audience—all without manual follow-up.

How to Set Up an Email Sequence in WhautoMail​

Creating an email sequence involves setting up multiple automation rules that work together. Each rule represents one step or one "day" of the sequence.

Step 1: Create Your First Drip Campaign Rule (Day 1)​

  1. Open the WhautoMail app, go to the Automations section, and click + Add Automation
  2. Select Create Automation From Scratch
  3. Enter an Automation Name
    Example: Email Sequence – Day 1
  4. Set the Trigger to:
    • When a Contact is Created

(Optional) Add a Condition​

  1. Click Add Condition
  2. Example: Tag is "New Lead"
    This ensures only specific contacts enter the sequence. You may skip this step if not required.

Add Actions​

Send Email​

  1. Click Add Action → Send Email
  2. Enter the email Subject, Preheader, and From Email Sender
  3. Create your Day 1 email using either:
    • Drag & Drop Editor
    • Simple Editor
      Note: You can also choose from predefined templates available inside the Drag & Drop Editor.

Add Contact Tag​

  1. Click Add Another Action → Add Contact Tag
  2. Add a tag such as Follow up
    This tag tells the next step in the sequence to begin.

Add Wait Time​

  1. Click Add Wait Time

  2. Set it to 1 Day
    After 1 day, the system will activate the next automation rule.

  3. Click Save Rule to finish Step 1

Step 2: Create the Second Email Sequence Rule (Day 2)​

  1. Click + Add Automation again
  2. Select Create Automation From Scratch
  3. Enter an Automation Name
    Example: Email Sequence – Day 2
  4. Set the Trigger to:
    • When a Contact is Added to a Tag

Add Conditions​

First Condition​

  • Field: Newly Added Contact Tags
  • Operator: Includes any
  • Tag: Follow up

Second Condition (to exclude unsubscribed contacts)​

  • Field: Existing Contact Tags
  • Operator: Does not include all
  • Tag: unsubscribe

Add Actions​

Send Email​

  1. Click Add Action → Send Email
  2. Enter email Subject, Preheader, and From Email Sender
  3. Create your Day 2 email using the Drag & Drop Editor or Simple Editor
    Note: Predefined templates are available as well.

Add New Tag​

  1. Click Add Action → Add Contact Tag
  2. Add a new tag, such as Follow up 2
    This tag triggers Day 3 or the next step.

Add Wait Time​

  1. Click Add Wait Time
  2. Set to 2 Days
    This sets the delay before the next part of the sequence begins.

Remove Previous Tag​

  1. Click Add Action → Remove Contact Tag

  2. Remove the tag Follow up
    This keeps your tagging clean and ensures the sequence stays in order.

  3. Click Save Rule

Repeat this process for Day 3, Day 4, and so on, creating one automation rule per email in your sequence.

Best Practices for Creating Email Sequences​

  1. Prepare Email Templates First
    Review and finalize your email content before building the automation.

  2. Use Tags to Chain Sequences
    Use unique tags such as Follow up 1, Follow up 2, etc., to keep your sequence organized.

  3. Respect Unsubscribers
    Install the Marketing Opt-Out Automation to ensure contacts who unsubscribe stop receiving emails.

  4. Test Before Launching
    Create a test contact and run the sequence once to confirm timing, tagging, and email content work correctly.