--- title: "Email Sequences" description: "Automate multi-step email follow-ups that stay in one threaded conversation, with delays, conditions, and reply-based stopping for patient nurture." url: https://help.aesthetixcrm.com/en/articles/1903-email-sequences collection: "Email Campaigns" updated: 2026-07-10 language: en --- # Email Sequences Automate multi-step email follow-ups that stay in one threaded conversation, with delays, conditions, and reply-based stopping for patient nurture. Email Sequences let you automate multi-step email follow-ups while keeping every message in a single threaded conversation. This makes it easier to send timely outreach, keep context with each recipient, and track how each step performs. Sequences are ideal for lead follow-up, patient nurturing, appointment reminders, onboarding new patients, and any email outreach that needs several touches over time. For broader automation across multiple channels, see the Workflows area. For one-time sends, see your regular email campaigns in the Email Marketing area. ## What Are Email Sequences? An Email Sequence is a series of automated emails sent in order to selected contacts, lists, or segments. Each sequence can include multiple email steps, delays between steps, conditional sending rules, and reply-based stopping. Unlike a standard one-time campaign, a sequence is built for ongoing follow-up that keeps messages connected in a single email thread. This is especially useful when follow-up emails should feel connected to the original message instead of arriving as separate, unrelated emails. The result is personalized, behavior-based communication without manual follow-up. ## Key Benefits of Email Sequences Sequences automate your follow-up without losing the personal feel of a connected conversation. By combining delays, conditions, and threaded emails, you can create more relevant outreach while cutting repetitive manual work. - **Threaded conversations:** Keep automated follow-up emails in one thread so a prospective patient can easily see the full conversation history. - **Behavior-based follow-ups:** Send follow-up emails based on recipient behavior, such as open or delivery status. - **Time savings:** Automate repetitive outreach instead of manually sending each follow-up. - **Reply-based stopping:** Stop future sequence emails once a recipient replies, so you avoid unnecessary follow-ups. - **Flexible email formats:** Use designed emails or plain-text emails depending on the communication style you need. - **Performance visibility:** Review sequence-level and step-level statistics to understand how each email performs. ## When to Use Email Sequences Sequences work well any time you want consistent, timely communication without manual effort: - **Follow-ups:** Automatically follow up with leads who have not responded to a consultation request. - **Welcome series:** Onboard new patients after their first visit or booking. - **Reminders:** Send scheduled reminders for events, open houses, or membership renewals. - **Nurture campaigns:** Gradually educate and engage prospects considering a treatment. ## Email Sequences vs. Regular Email Campaigns Regular campaigns are best for one-time sends, scheduled sends, or batch-style delivery. Sequences are different because they support multiple email steps, delays, conditions, and automated follow-ups inside a single threaded conversation. - Use a regular campaign when you want to send one email to an audience. - Use an Email Sequence when you want to send a series of follow-up emails that continue over time based on timing, delivery, opens, or replies. ## Email Sequences vs. Workflow Email Automation Workflows are broader automations that can include many types of actions, triggers, channels, and business logic. Email Sequences focus specifically on automated email follow-up from the Email Marketing area. - Use Email Sequences when your goal is a structured email follow-up series. - Use Workflows when your automation requires multiple channels, complex branching, pipeline changes, task creation, or other non-email actions. ## Single-Threaded Email Conversations Single-threaded conversations let each email in the sequence appear as part of the same ongoing conversation. This helps recipients understand the context of every follow-up and reduces the chance that messages feel disconnected. Threaded sequences are especially helpful when each message builds on the previous one, such as lead follow-up, consultation outreach, onboarding, or appointment-related communication. You will also find all of the sequence emails threaded together in your Inbox. ## Stop on Reply Stop on Reply prevents contacts from receiving unnecessary follow-up emails after they respond. When enabled, the sequence stops sending future emails to a recipient as soon as that recipient replies. This keeps communication relevant: once a patient replies, your team can continue the conversation manually without the sequence continuing to send automated follow-ups. ## Delays and Conditions Delays and conditions control when each step in the sequence should send. - **Delays** space out follow-up emails. - **Conditions** determine whether a contact should receive a specific email step. Sequences support conditional targeting based on open or delivery status, so you can create more relevant follow-ups. Example logic: - Send the first email immediately. - Wait a set amount of time before sending the next email. - Send a follow-up only when the previous email was delivered. - Send a follow-up based on whether the recipient opened a previous email. ## Designed and Plain-Text Emails Sequences support both designed and plain-text emails: - **Designed emails** work well for branded communication, newsletters, or visually formatted outreach. - **Plain-text emails** work well when you want messages to feel more direct, personal, and conversational. Choose the format that matches each sequence. For example, a consultation follow-up sequence might use plain-text emails, while a new-patient onboarding sequence might use designed emails with helpful links and visual formatting. ## Sequence and Step-Level Statistics Sequences include performance analytics at both the sequence level and the individual step level. Sequence-level statistics help you understand overall performance, while step-level statistics help you identify which specific emails are performing well or need improvement. ## How to Set Up an Email Sequence Before you build a sequence, confirm your audience, timing, email content, and stopping rules so the sequence supports your outreach goal without sending unnecessary emails. 1. Navigate to **Marketing → Email → Campaigns**. ![](https://staticfiles.us.gleap.ai/g/jjMQnsx2VnCeSnl1MtG9k6CdFB7yEWpbhs9GxLlp9id2kqJ5bMSResAjU9fzviSvlojp9L0ew5J.png) 2. Create a new campaign or email asset, then select **Create an Email Sequence**. ![](https://staticfiles.us.gleap.ai/g/GR9I8pVuOnPy4URo55sYqCthH1SoaMzr5PUYMxzr1g6kWLl0XMKisABkvCcptynZdxupVVdbTnK.png) 3. Set the sequence trigger. Choose whether the sequence should start immediately or be scheduled for a later time. ![](https://staticfiles.us.gleap.ai/g/ve9gid0zhvM0rNeYncH17DxdHqnlqQJEscqDCjhOnUCy4ZTIyNJFdUnPmTkMFkpAj2FPetvrhaU.png) 4. Choose the sequence audience. Select the contacts, lists, or segments that should enter the sequence. ![](https://staticfiles.us.gleap.ai/g/RTQiT42bcNfhZ43oxJYX9XxSoVjDLZvp2YMcDs224P1zbI3uX6REW5u84sLobXHbDyPGuVITJ8v.png) 5. Configure **Stop on Reply**. Enable this when you want the sequence to stop sending future emails after a recipient replies. ![](https://staticfiles.us.gleap.ai/g/6pCrHajdinky4S5loQZuaPPH4wCz5huozfcPCyAwBwFLay9m6IBZtB8SXwonGILQLjBbkTcLVyc.png) 6. Add email steps. Create the emails that should send as part of the sequence. ![](https://staticfiles.us.gleap.ai/g/29GAXDCRaSrRcs6p7VHQXzLoxqzxJwrdASADnnEeCqXPknWL7MAcpxof3yaDdPuD92pd9KYfEvO.png) 7. Add delays between steps to control when each follow-up is sent. 8. Add conditions to steps, such as open or delivery status, to control whether a contact receives specific steps. 9. Configure each step. Select or create the content, choose designed or plain-text, and configure tracking where available. 10. Review and activate the sequence. Confirm the trigger, audience, delays, conditions, and content before starting. ![](https://staticfiles.us.gleap.ai/g/mjUSUrXHKE8oFSBpM5CMGVD8lWAQG7q17Q6RKE8CDaEJMB5zYuD4h32Vg4G9FCDUmrfkHmoh86Q.png) 11. View performance statistics. From the sequence list, open the three-dot menu and select **Statistics** to review sequence-level and step-level performance. ## Frequently Asked Questions **Are Email Sequences the same as regular email campaigns?** No. Regular campaigns are typically used for one-time email sends, while Email Sequences are used for automated multi-step follow-up in a single thread. **Are Email Sequences the same as Workflows?** No. Workflows support broader automation across many actions and channels. Email Sequences focus on automated email follow-up from the Email Marketing area. **What does a single-threaded conversation mean?** It means the emails in the sequence send as part of one ongoing email conversation, helping the recipient keep context across every follow-up. **What does Stop on Reply do?** Stop on Reply stops future sequence emails for a recipient once that recipient replies. **Can I use both designed and plain-text emails?** Yes. Sequences support both designed emails and plain-text emails, and you can mix formats across steps. **Can I send steps based on recipient behavior?** Yes. Sequences support conditional targeting based on open or delivery status. **Will the emails appear as separate messages to my patient?** No. Emails are sent as part of a single threaded conversation, which helps maintain context across each touch. **Where can I view sequence statistics?** Open the three-dot menu for the sequence and select **Statistics** to view sequence-level and step-level performance analytics.