Build an email sequence

A sequence is an automated, multi-step email flow: a trigger enrolls a contact, then RadarSend sends emails, waits between them, and branches on how each contact engages. You build it visually on a flow canvas, then activate it to go live.

Before you begin#

• A confirmed sender so your emails can actually send.
• At least one email type defined, so recipients can subscribe and unsubscribe.
• The emails you want to send should already exist in your Emails library — a Send step picks an existing library email, it doesn’t compose one from scratch.

Create a sequence#

In the main sidebar, open Sequences. You have two ways to start:

• New sequence — creates a blank draft named Untitled sequence and opens the flow canvas.
• Start from a template — pick a ready-made recipe to instantiate, then customize it.

On the canvas, click the sequence name at the top (placeholder Name this sequence…) and give it a clear name. The name is editable at any time; the rest of the canvas can only be edited while the sequence is a Draft.

Set the entry trigger#

The Entry trigger is what enrolls a contact — “when this happens, the contact starts at the first step.” On a new sequence the entry card reads No trigger set. Click Set trigger to choose one:

• Score crosses threshold — a contact’s lead score moves above or below a value.
• Activity occurs — a tracked activity happens (optionally a minimum count within a window).
• Added to a list / Removed from a list — list membership changes.
• Enters a segment / Exits a segment — segment membership changes.
• Contact field changes — a contact attribute changes to a value you specify.
• When a date is reached — a date custom field is reached (optionally an offset before/after, and can recur annually).
• Clicked a link / Visited a page — the contact engages (a click in an email, or a tracked page view).

Click Set trigger to save. In the header you can also set the re-entry policy — Enters once (default) or Re-entry allowed; when re-entry is allowed you can set a cooldown (hours) before the same contact can re-enter.

Add steps#

Click the + button on the canvas to open the Add node menu. The first step is usually a Send email. The available step types are:

• Send email — pick a library email to send.
• Wait — a delay before the next step.
• If / else — one fork into two independent paths based on a condition.
• Wait for event — hold until an event occurs, with separate Event and Timeout paths.
• Go to sequence — hand the contact off by enrolling them into another sequence.
• Action — tag a contact, set a field, change stage, or call a webhook.
• Exit / goal — end the path (optionally marking it as reaching the goal).

Click any step to configure it. For a Send email step, you choose which library email to send. Two limits apply in the current canvas: an If / else can’t be nested inside another branch, and a sequence supports a single fork (one If / else or one Wait for event). A/B split is shown but marked Coming soon.

Optionally set a conversion goal from the header (the target icon): the outcome that counts as success, e.g. a contact opened or clicked a specific email within a time window. Reaching the goal exits the contact from the sequence.

Click Save draft as you go — a “Unsaved changes” hint appears when you have edits to save.

Test and activate#

• Test a Send step. Open a Send step and use Send test to send yourself a test of that email (“Send a test of this email”). Save the draft first if the step is brand new, so it has a saved id.
• Activate. Click Activate in the footer. RadarSend saves and validates the flow first; if anything is incomplete it lists the issues under This sequence can’t be activated yet and highlights the steps to fix. Activate is disabled until an entry trigger is set.

Once Active, the canvas becomes read-only. Use Pause to freeze all enrollments in place (no emails send until you Resume — contacts pick up exactly where they stopped). To edit an active sequence’s steps, Archive it or Duplicate it into a fresh draft.

(The footer also shows a Test enrollment button, but it is currently disabled — marked “coming soon”.)

Common issues#

• Activate is greyed out. No entry trigger is set — click Set trigger on the entry card first.
• “This sequence can’t be activated yet.” One or more steps are incomplete (e.g. a Send step with no email chosen, or an unconfigured condition/action). Fix the highlighted steps, then activate again.
• Can’t edit the canvas. The sequence is Active, Paused, or Archived — the canvas is read-only in those states. Archive it (or duplicate it) to make changes.
• Can’t send a test. The step is a brand-new, unsaved node — Save draft first, then send the test.
• Can’t delete a sequence. Only a sequence that never enrolled anyone, isn’t live, and isn’t a “Go to sequence” target can be deleted; otherwise Archive it instead.

Good to know#

• Statuses: Draft, Active, Paused, Archived. Only Draft is editable. Filter the list by status tabs on the Sequences page.
• Pausing is safe: enrollments freeze in place and resume from the same step.
• Duplicating creates an editable draft copy with no entry trigger and no enrollments — set it up and activate when ready.
• Beyond the canvas: each sequence has Report, Enrollments, and Settings views (reached from the sub-navigation on the sequence), for tracking performance and managing enrolled contacts.