Email Sequences – Drip Campaigns

Effortlessly automate your follow-ups and stay top-of-mind with leads using Relux Email Sequences. Below is a complete guide on how to create, edit, and manage your automated email campaigns inside the Reluxity CRM.

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🚀 What Are Email Sequences?

An Email Sequence is a series of emails that are automatically sent out over time to a specific contact or group. You can:

• Add multiple emails to a sequence

• Set delays between each email

• Reuse your favorite templates

• Add tracking codes for analytics

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📁 Step 1: Creating a New Email Sequence

1. Go to the Email Sequences section in your dashboard.

2. Click “+ New Sequence”.

3. Enter a title (example: “New Buyer Nurture”) and select a status:

   • Draft – for testing or incomplete sequences.

   • Publish – ready to start sending.

   • Paused – temporarily disabled.

4. Click Create Sequence.

Once created, you’ll be taken to the sequence edit screen to begin adding steps.

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📧 Step 2: Adding Emails (Steps) to a Sequence

1. Click “Add a New Step”.

2. Fill out the email details:

   • Email Subject

   • Pre-header (optional) – this appears as preview text in the recipient’s inbox.

   • Body – this is where your message goes. You can format it, insert images, and more using the editor.

3. Set the Delay:

   • Decide how long to wait after the previous email before sending this one.

   • Example: “2 days after” the last email.

4. Optional: Add UTM Tracking Codes (for advanced users tracking Google Analytics):

   • UTM Source

   • UTM Medium

   • UTM Campaign

5. Click Save Template.

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📂 Step 3: Using Pre-Made Templates

Want to save time? Use the built-in email templates.

1. While editing a step, click Insert Template (black button near the top).

2. A popup will appear listing all available templates.

3. Click a template name to instantly load its:

   • Subject

   • Pre-header

   • Body content

You can then make changes as needed before saving.

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🔁 Editing an Existing Sequence

1. From the Email Sequences dashboard, click on any sequence name.

2. You can:

   • Rename it

   • Change the status (Draft / Publish / Paused)

   • Edit any step by clicking Edit Step

   • Delete a step if needed

All changes save in real time and can be paused or resumed at any time.

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🧼 Deleting a Step

1. Inside a sequence, each step has a Delete option.

2. You’ll be asked to confirm.

3. When a step is deleted, the total number of emails in the sequence is automatically updated.

⚠️ Deleting a step is permanent.

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💡 Tips & Best Practices

• Start small: Begin with 2–3 emails spaced out over a few days.

• Personalize using tags (e.g., {{ FirstName }}) to make emails feel 1-on-1.

• Keep your subject lines short and curiosity-driven.

• Monitor open and reply rates to refine your messaging.

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❓FAQs

Q: Can I pause a sequence after it’s active?
Yes! Set the sequence status to Paused at any time. No emails will be sent while paused.

Q: Do I need to create each email from scratch?
No. Use the Insert Template button to start from pre-written templates, then customize them.

Q: Can I reorder the steps?
Currently, emails are sent based on the order they were added. Delay settings help you control the timing between them.

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Need Help?

If you ever get stuck or need help writing email content, our team is here to support you. Just send us a message from your CRM dashboard or email support@reluxity.com.