How to create a new sequence

Overview

Front allows you to mail merge and send automated sequences to a list of email addresses.

Instructions

Step 1

Click the three dots in the bottom left corner, and select Sequences.

Step 2

Decide whether you want to create an Individual or Team sequence. Front will select Team by default. You can switch it to Individual in the first pane.

Step 3

Select New Sequence.

Step 4

Give it a name, choose the From inbox (email inboxes only), add a CC or BCC if desired, provide a Sender name, and click Create.

Step 5

Click Upload .csv file to import contacts or manually enter email addresses (enter/return will add another line). The first column must be email. Check out Understanding sequences for more information about the .csv file.

Step 6

Click Next: Stage 1 to start building your sequence.

Step 7

Choose a date and time to send Stage 1, and draft your email. The top line will be the subject. Below is the body. To automatically insert names and other information from the fields in your .csv file (like a mail merge), type {{ to trigger a variable dropdown (check out Understanding sequences for more information about variables in sequences). Important note: To pull from .csv uploaded contacts, use the variables starting with {{sequence...}} and not {{recipient...}}.

Don’t forget to add a signature because your signatures saved in Front are not yet supported in sequences.

If the time you select passes by the time Stage 1 is sent, then it will be sent immediately.

Step 8

To test this email, click Send a test email. To add another stage to this sequence, click Add stage. If you only want this sequence to consist of Stage 1, click Start sequence to send. You will need to confirm one more time before sending.

Step 9

For this example, let’s add another stage. Click Add stage, and choose when you want Stage 2 to send. Then, draft Stage 2 of the sequence.

Step 10

Now, let’s send the sequence. Click Start sequence, and double confirm by clicking Start sequence again. 

Stage 11

Once it’s sent, you will start to see who has opened what stage, and if and at what stage they replied.

At this point, you can also edit a sequence by adding recipients and/or stages. To do that, go into the sequence, and select Add recipients or click a stage to Edit Stage.