Sequences
Send a series of emails and texts automatically, spaced out over days or weeks, to each person who joins.
A sequence is a series of messages that goes out on its own. Each person who joins moves through the steps at their own pace, counted from when they joined. Northside Pottery could run one for everyone who registers for Intro to Wheel Throwing: a welcome email right away, clay care tips three days later, and an offer on the next course a week after that.
Find sequences in Marketing → Sequences.
Create a sequence
Go to Marketing → Sequences and select New sequence.
Give it a Name, like "Class follow-up".
Under Who joins it, choose By hand, Added to a group or Registered for an event, and pick the group or event if asked.
Select Create sequence. The builder opens on the Build tab.
Set Send from, the address its emails come from. Your Lahuta address is the default. You can pick a mailbox you've connected in Email settings.
Select Add step and choose Email or Text. Write the step in the panel that opens. Set the wait above each step. Repeat for each step.
Select Save changes, then Activate. The sequence is now Live.
Triggers
| Who joins it | What happens |
|---|---|
| By hand | Nobody joins until you enroll them. |
| Added to a group | Everyone added to the group from then on joins, however they got there, including from a form on your website. |
| Registered for an event | Everyone whose registration goes through joins, on any date of the event. |
The trigger can only be changed while the sequence is a draft. You can enroll people by hand in any live sequence, whatever its trigger.
Steps and waits
Each step waits a set time after the previous one. The first step's wait counts from when the person joins. Select the wait above a step to change it: Right away, 1 day, 3 days, 1 week, or a number of minutes, hours, days or weeks.
- Email steps have a Subject and a letter, and can use their own Send from or follow the sequence's.
- Text steps need your organization to have a texting number.
- Use a step's ⋮ menu to Move up, Move down or Delete step.
- A sequence holds up to 50 steps.
Type / in a step to insert a personal value. You get the contact's details, the group's columns for a group trigger, and these for an event trigger:
| Merge tag | Filled with |
|---|---|
{{lahuta:attendee_name}} | The name on their ticket. |
{{lahuta:event_name}} | The event's name. |
{{lahuta:event_date}}, {{lahuta:event_time}} | The date they're coming and when it starts. |
{{lahuta:event_location}} | Where it is. |
{{lahuta:event_link}} | A link to the event page. |
{{lahuta:meeting_link}} | The meeting link, for an online event. |
{{lahuta:organization_name}} | Your organization's name. |
If a step uses a value the trigger can't supply, Lahuta won't save and marks the step. Like campaigns, every email gets an unsubscribe link if you don't place one.
Changes aren't saved until you select Save changes. On a live sequence, saving rewrites the steps that everyone already enrolled still has to come. Discard throws your changes away.
Statuses
| Status | What it means | What you can do |
|---|---|---|
| Draft | Being built. Nobody is in it. | Activate, or Delete from the list. |
| Live | People join and move through it. | Pause or Archive. |
| Paused | Nobody moves on to their next step. | Resume, or Archive. |
| Archived | Finished for good. Everyone was taken out and pending steps were cancelled. | Delete. |
When you resume, steps that fell due while paused go right away. An archived sequence can't go live again. The list has All, Drafts, Live, Paused and Archived tabs.
Enroll people by hand
Open a live sequence and go to the People tab.
Select Enroll people.
Choose All contacts, Picked contacts or a Group, then who in it.
Select Enroll. They start at the first step. Anyone already in the sequence stays where they are.
Follow each person
The People tab lists everyone who has joined. Filter it with All, Moving, Paused, Finished and Stopped.
Someone who stopped shows why: Unsubscribed, Bounced, Opted out of texts, Archived contact, or Taken out by you.
Each person's ⋮ menu has:
- Pause for this person, to hold them at their next step. Resume starts them again.
- Take out of the sequence, which stops them there and cancels their remaining steps.
On the Build tab, each step shows how many were sent, opened and clicked.