Email Sequences in Pulse

Email sequences let you run a structured outreach cadence without manually tracking who needs which email next. You build the sequence once, enroll your leads, and Pulse handles the scheduling and delivery while your team focuses on replies and hot leads.

Setting up your sender profile first

Before sequences can send, your organisation needs a sender profile configured in Lead Sender settings. This is the SMTP connection that Pulse uses for lead outreach — separate from the transactional email used for invoices and notifications.

The sender profile stores the SMTP host, port, encryption settings, username, password, from name, from email, and reply-to details. You can also upload a branded HTML email template that wraps your message body. A test-send button verifies the connection works before you enroll any leads.

Building a sequence

Open Sequences and create a new sequence. Give it a name and optional description, then add steps.

Each step has:

• Delay in days — how many days after the previous step (or after enrollment for step 1) this email sends. A delay of 0 sends immediately.
• Subject — the email subject line. Use merge tokens to personalise: {{first_name}}, {{company_name}}, {{city}}, {{industry}}, {{website}}, {{sender_name}}.
• Body — the message text. Same merge tokens apply. Use {{contact_name}} for the lead's named contact.
• Angle (optional) — a label for the messaging approach: Pain point, Curiosity, Social proof, Value proposition, Follow-up, or Break-up email. This helps your team understand what each step is trying to achieve.

The builder shows a visual flow — a trigger node at the top, each step card connected by delay badges, and a sequence-complete node at the bottom. You can add steps between existing ones, reorder steps with the up/down arrows, and remove steps at any time.

Enrolling leads

To enroll a lead, open the lead and choose enroll in sequence. The lead must have an email address and must not be on the unsubscribe list. You choose which sequence to enroll them in and which sender profile to use.

A lead can be enrolled in more than one sequence at the same time. All active enrollments are visible on the lead detail.

What happens after enrollment

Pulse schedules the first email based on the step 1 delay. When that time comes, the email is sent using the sender profile, personalised with the lead's details. Each subsequent step is scheduled automatically as the previous one is sent.

You can pause or resume an enrollment at any time. Pausing holds the schedule without cancelling the sequence. Cancelling stops it entirely.

Replies

If the lead replies to a sequence email, Pulse sets the enrollment status to replied. The engagement timeline on the lead shows the reply preview. The sequence may continue sending unless you pause or cancel it manually — a reply means engagement, not necessarily a request to stop the sequence.

Unsubscribes

Sequence emails include an unsubscribe link. If a lead clicks it, they are added to the suppression list and cannot be enrolled in future sequences. This is permanent unless manually removed by an admin.

Tracking sequence performance

The Leads list shows email engagement metrics — opens, clicks, replies — for every lead regardless of whether they came from a sequence or a manual send. Filter the list to "Replied" to see leads who responded to any email. The engagement timeline on a lead shows each email event with the subject, timestamp, and interaction type.