Sequences (replaced by email automations)

Sequences were Spacebrain's older tool for sending a series of emails to enrolled leads. They have been replaced by email automations, which do the same job. This page explains what changed and how to enroll leads now. It's for anyone who used Sequences before or followed an old link here.

What changed

• The Sequences page is no longer in the Automations menu.
• Old Sequences links and bookmarks now open the email automations page (Email → Automations, where available in your workspace).
• To send a series of emails to chosen leads, use a published email automation and enroll leads in it.
• Automations built in the automation editor still run on their own when their trigger matches. You don't enroll leads in those.

Before you begin

• A published email automation: you can only enroll leads in email automations that are published.
• A connected email account: email steps need a connected sender. See Email accounts.
• Permission: in an agency sub-account, enrolling can be turned off by the agency. If you can't see Enroll in automation, ask your agency.
• Consent: only enroll people who have agreed to hear from you and haven't opted out.

Enroll leads in an email automation

You can enroll one lead or several at once.

Several leads

1. Open CRM → Leads.
2. Tick the leads you want. The bar at the top shows how many are selected.
3. Select Enroll in automation.
4. In Email automation, choose the automation. You can type in Search email automations... to find it.
5. Select the Enroll button (for example Enroll 3 leads) to confirm.

One lead or company

1. Open the lead or company record.
2. Select Enroll in automation. On a lead, it's in the Email Automations section.
3. Choose the email automation and confirm.

From another automation

In the automation editor, add the Enroll in Automation step. It adds the record to a published email automation when the step runs. See Build an automation in the editor.

What you should see

• Enrolled 3 record(s) in the automation when every lead was added.
• Enrolled 2, skipped 1 (already enrolled or not eligible) when some were already enrolled or couldn't be added.
• Leads who are already enrolled are left alone. They are reported as skipped and don't start again.

Worked example: follow up after a trade show

You met 40 people at a trade show and imported them as leads.

1. Build and publish a three-email follow-up as an email automation.
2. Open CRM → Leads and filter to the imported leads.
3. Remove anyone who asked not to be contacted.
4. Select the rest and choose Enroll in automation.
5. Pick the follow-up automation and confirm.
6. Check the enrollment message. If some were skipped, they were already enrolled or not eligible.

If something goes wrong

FAQ

Where did my old sequences go?

Old Sequences links open the email automations page. If you need an old cadence, rebuild it as an email automation and publish it.

Should I use an email automation or an automation?

Use an email automation when you choose who to enroll and want them to get a series of emails. Use an automation when something should happen by itself every time an event occurs, such as a form submission. See the Automations overview.

Can a lead be enrolled twice?

No. Enrolling a lead who is already enrolled skips them.

Next step

Set up your sender in Email accounts, then check templates and deliverability before you enroll leads.