/docs/comms/email-sequences
Email sequences
Automated thank-you and follow-up email when Resend is live.
Purpose
Email sequences enroll leads and customers in timed templates — thank-you, check-in, close-the-loop — without a separate marketing tool.
Setup
- Settings → Integrations — configure Resend API key and verified domain.
- Settings → Business — from-name and reply-to.
- Build or enable sequence templates under Email sequences in app.
- CASL: confirm marketing consent on customer record before promotional enrollments.
Daily workflow
- From lead detail, enroll in sequence (or auto-enroll rule if configured).
- Monitor send status — “Sent” only when Resend confirms; otherwise amber “Waiting” or “Blocked.”
- Pause sequence when buyer opts out or buys.
- Review open/click metrics if Resend webhooks enabled.
Key fields
| Field | Notes |
|---|---|
| Template steps | Delay days, subject, body |
| Enrollment source | Lead vs customer |
| Consent flag | Required for promo content |
| Status per step | Sent / waiting / blocked |
Permissions
- BDC / sales — enroll on own leads.
- Manager — edit templates, view all enrollments.
- Admin — integration secrets.
Canadian notes
- CASL — express consent for commercial email; transactional (appointment confirm) differs from promo nurture.
- French language — provide FR templates for QC buyers when required by policy.