How to build an email sequence in HelloGrowthCRM
Create multi-step email sequences with branching, A/B tests, and AI personalization. Cold outreach or nurture.
What this guide helps you do
Follow this article when you want a focused, step-by-step path to complete the task without digging through menus.
Need a broader overview first?
Go back to the Email section to browse more guides, compare related tasks, and choose a better starting point.
View all Email guidesEmail sequences are the workhorse of B2B sales. Build a 5-touch sequence in 15 minutes; outperforms manual outreach 3-5x.
How to use this guide
Read the intro to confirm this is the right workflow, complete the steps in order, then review the common issues and related articles if your setup behaves differently from the standard path.
What you'll need
- •Email inbox connected
- •Pro tier or above
- •Approved templates or willingness to draft
- •Target list of 50-500 leads
- •15-30 minutes
- 1
Open Email → Sequences
Email → Sequences → +New.
- 2
Pick template or start blank
Cold outreach 5-touch, Demo follow-up 3-touch, Re-engage, Upsell.
- 3
Add emails to sequence
Subject, body, send delay, business-days-only toggle.
- 4
Configure exit rules
Reply, click, unsubscribe, manual exit.
- 5
Add branches
If opened email 1 → wait 2d, send 2A. If not → wait 5d, send 2B.
- 6
Enable A/B test
Two variants. Auto split 50/50. Pick winner after 100 sends.
- 7
AI personalization
AI rewrites body for each lead based on profile. ~$0.01/send.
- 8
Pick sender
Your inbox, round-robin, or dedicated outreach inbox.
- 9
Set throttling
50 emails/inbox/day max for cold; higher for warm.
- 10
Activate
Save. Enrol via smart-list, manual, journey, or webhook.
Frequently asked questions
Difference between sequences and journeys?▾
Sequences = email-only with simple branching. Journeys = multi-channel with complex flows.
Per-day send limits?▾
Gmail/Workspace 500/day, Outlook 300/day.
Run on weekends?▾
Configurable. Default Mon-Fri.
How does reply detection work?▾
Monitor inbox for replies on same thread; auto-pause.
Track unsubscribes?▾
Auto-add CAN-SPAM link; opt-outs auto-tag.
Multilingual?▾
Yes — branch by preferred_language.
Related articles
See it in product
Try it yourself
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Still need help?
If this article does not match your account setup, rollout stage, or edge case, review more guides in Email or contact our team for direct help.
Rushabh leads product strategy at HelloGrowthCRM with a focus on CRM workflows, revenue operations, and practical product design for growing businesses.
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