Sequences

A sequence is a series of emails delivered automatically on a schedule, such as a welcome series, an onboarding drip, or a re-engagement flow. Once a contact enters, PrimoCRM sends each step at the interval you set, timed from that contact’s own entry point.

Sequence vs campaign vs automation

Tool	Shape	Use for
Campaign	One email, sent once to a segment	Newsletters, announcements
Sequence	Ordered emails with delays, per contact	Welcome and onboarding drips
Automation	Flexible trigger and actions	Anything beyond email: tag, wait, branch, Pro actions

On the Free plan you can run up to 5 sequences. Pro removes the cap.

Building a sequence

1. Go to Sequences then Create Sequence.
2. Add steps. Each step is an email plus a delay, for example “wait 2 days, then send”.
3. Design each email, using smart codes and optionally a template.
4. Activate the sequence. A sequence must be active before anyone can be enrolled.
5. Enroll contacts (see below).

Enrolling contacts

Contacts are enrolled into a sequence explicitly, and only Subscribed contacts can be enrolled (see Contact Status). There are two ways:

• Manually: select contacts, including everyone on a list or with a tag, and enroll them. This enrolls the contacts who match at that moment; it is a one-time enrollment, not a standing rule.
• From an automation (Pro): use the Add to sequence action so contacts are enrolled automatically as they reach that step in a flow. This is how you turn “joined a list” or “submitted a form” into an ongoing sequence entry. See Triggers and Actions.

Each enrolled contact starts at the first step, with the first email scheduled after that step’s delay.

A worked example: 3-email welcome series

1. On entry: send Welcome and what to expect.
2. Wait 2 days: send Our best getting-started tips.
3. Wait 3 days: send A question for you.

A contact who joins today gets email 1 now, email 2 in 2 days, and email 3 in 5 days. Someone who joins next week gets the same journey shifted in time.

How delivery works

Like campaigns, sequence emails are queued and sent by a background worker that honors your sending limits. Each contact progresses through the steps independently based on when they entered, and delays are measured from that moment. Progress is tracked per contact.

Exiting a sequence

A contact stops receiving a sequence when they:

• finish the last step,
• unsubscribe or become non-mailable (see Contact Status), or
• have their enrollment cancelled (manually, or by an automation).

Combining with automations

A common pattern is to keep the timing logic in a sequence and use an automation to enroll people. For example, an automation triggered by a form submission runs an Add to sequence action, so new leads flow into your welcome sequence automatically.