Sequences
Sequences runs timed, branching series of Messages and Tasks for one Contact at a time, inside designed Funnels.
Sequences runs timed, branching series of Messages and Tasks for one Contact at a time, inside the Funnels a Startup designs. A reply, a purchase or an unsubscribe ends the series for that Contact.
Summary
| Part | This System |
|---|---|
| Group | Marketing |
| Status | Beta: it works, and its Verbs may still change |
| Shelf | Wakes: offered once its Event fires |
You can ask:
- “Email every new signup a welcome series”
- “Send the launch announcement to everyone”
- “Follow up with leads who went quiet”
- “Stop emailing anyone who unsubscribed”
What you get
| Part | This System |
|---|---|
| Starts | On for every Startup at creation, with nothing to install. |
| Wakes | On Lead.qualified. |
| Built from | Workflows, Email delivery, Telephony, Event streams |
Nouns it owns
| Noun | Definition |
|---|---|
| Sequence | A Sequence is a timed series of steps run for one Contact at a time: send a Message, wait, branch, or stop. |
| Funnel | A Funnel is a designed path to an Offer: a landing Page, an opt-in that makes a Lead, a Sequence, then the Offer. |
Verbs
| Verb | Object | Approval | Event |
|---|---|---|---|
| Sequence.create | Sequence | None | Sequence.created |
| Funnel.create | Funnel | None | Funnel.created |
| Contact.enroll | Contact | None | Contact.enrolled |
| Message.broadcast | Message | Asks first; waits 1 business day | Message.broadcasted |
| Message.schedule | Message | None | Message.scheduled |
| Contact.subscribe | Contact | None | Contact.subscribed |
| Contact.unsubscribe | Contact | None | Contact.unsubscribed |
| Enrollment.pause | Enrollment | None | Enrollment.paused |
| Enrollment.resume | Enrollment | None | Enrollment.resumed |
| Enrollment.cancel | Enrollment | None | Enrollment.canceled |
Events
| Direction | Event | How |
|---|---|---|
| Emits | Sequence.created | By Sequence.create |
| Emits | Funnel.created | By Funnel.create |
| Emits | Contact.enrolled | By Contact.enroll |
| Emits | Message.broadcasted | By Message.broadcast |
| Emits | Message.scheduled | By Message.schedule |
| Emits | Contact.subscribed | By Contact.subscribe |
| Emits | Contact.unsubscribed | By Contact.unsubscribe |
| Emits | Enrollment.paused | By Enrollment.pause |
| Emits | Enrollment.resumed | By Enrollment.resume |
| Emits | Enrollment.canceled | By Enrollment.cancel |
States
None.
Who operates it
| Part | This System |
|---|---|
| Accountable | Marketing Lead |
| Team | Marketing Team |
| Seat | A role agent holds it until a Human is seated. |
| Autonomy | supervised |
| Also calls its Verbs | Prospector, Success Manager, Billing Specialist |
Approvals and limits
| Verb | Rule | Detail |
|---|---|---|
| Message.broadcast | A person says yes first | Waits 1 business day |
| Contact.enroll | Limit for the Prospector | 200 calls per day |
Processes that use it
| Process | How it uses it |
|---|---|
| Quoting | A step calls Contact.enroll |
| Retention | A step calls Message.schedule |
| Billing | A step calls Message.schedule |
Rail underneath
None.
Views and dashboards
| View | Shows | Metrics |
|---|---|---|
| The Marketing Lead’s view | The Metrics its accountable Role answers for. | Play-sourced Customers, Fully loaded acquisition cost, Organic share, Referral share, Spam rate, Play payback |
Access
What each Access level may call here.
| Access level | May call |
|---|---|
owner | Every Verb (18) |
admin | All but 1 of 18: Message.broadcast |
member | All but 1 of 18: Message.broadcast |
viewer | Read only (4 of 18) |
Import and export
None.
Fees and pricing
None.
Availability and limits
| Part | This System |
|---|---|
| Status | Beta: it works, and its Verbs may still change |
Compliance notes
Every send carries an unsubscribe link and skips Suppressions and withdrawn Consent; the copy stays the founder’s.
Controls it carries:
Related Systems
Example
A SaaS for wedding photographers enrolls every trial user in a 14-day Sequence. Day one sends setup help, day three a gallery layout, day seven an offer of a call. A Contact who publishes a gallery branches to the upgrade path; one who goes quiet becomes a Task for the Success Manager Agent.