Email sequences (automatic follow-ups)

Build a day-offset email drip — enrol a contact once and each step sends automatically on schedule, with every step consent-checked and the whole sequence stopping instantly when someone unsubscribes.

An email sequence is a set of follow-up emails on a day schedule — day 0 welcome, day 3 nudge, day 7 offer. Enrol a contact once and Finocket sends each step automatically, consent-checking every single one. An unsubscribe stops the rest instantly.

How do I build a sequence?

On Campaigns, open the sequences area and create a sequence.
Add steps: each step is an email (subject + body) with a day offset — the number of days after enrolment it should send. Day 0 sends on enrolment day, day 3 three days later, and so on.
Enrol contacts. Each enrolment tracks that one contact's progress through the steps.
Finocket's scheduler checks due steps and sends them — you don't press anything again.

Does every step really get consent-checked?

Yes. A sequence step is not “pre-approved” by the enrolment: every send passes the same send checkpoint as a campaign — consent state, suppression list, template rules. If a contact unsubscribes after step 2, steps 3 onward are blocked and logged, not sent. Consent at enrolment time never grandfathers a send made after consent was withdrawn.

How does a sequence stop?

An enrolment ends in one of these states, visible on the enrolment:

Completed — every step sent; the natural finish.
Stopped — unsubscribed — the contact opted out; all remaining steps cancel immediately.
Stopped — manually — you stopped this enrolment yourself (deal closed, they became a client, wrong list).
Stopped — replied — reserved for reply-detection; today, if someone replies, stop the enrolment manually so they don't get an automated nudge mid-conversation.

Stopping is per-enrolment: ending one contact's run doesn't touch anyone else's, and the sequence itself stays available for future enrolments.

When should I use a sequence instead of a campaign?

A campaign is one message to many people at once — an announcement, an offer. A sequence is many messages to one person over time, started whenever they enter it — new-lead follow-up, onboarding, a quote chase. Rule of thumb for an Indian SMB: enquiries from your forms and QR codes deserve a sequence; a Diwali offer to your whole list is a campaign.

Who can manage sequences?

Owners and assistants build sequences and enrol or stop contacts; accountants are read-only. Sequences live inside the outreach module — if it's off in Modules & features, the routes refuse access.

Frequently asked questions

Do sequence emails send even if I'm offline?

Yes. Once a contact is enrolled, Finocket's scheduler sends each due step from the server on its day offset — your phone can be off. The enrolment keeps advancing until it completes or stops, and every send still passes the consent checkpoint first.

What happens if a contact unsubscribes mid-sequence?

The remaining steps are cancelled immediately and the enrolment shows stopped-unsubscribed. Nothing further sends, and the blocked outcome is logged rather than silently dropped. If the same person later gives a fresh express opt-in via a form, you can enrol them again.

Can I enrol the same contact in a sequence twice?

A contact has one active enrolment in a sequence at a time; once it completes or stops you can enrol them again — say, a returning lead a year later. Each enrolment tracks its own progress from day 0.

Will a contact get sequence steps and a campaign on the same day?

They can, since sequences and campaigns run independently — both consent-checked, but not cross-scheduled. If you're running a big campaign, consider manually stopping enrolments for those contacts, or keep sequence audiences (fresh leads) separate from campaign audiences (existing clients).

Does a reply stop the sequence automatically?

Not yet — reply-based stopping is reserved but automatic reply detection isn't live. For now, when a lead replies, stop their enrolment manually before you continue the conversation; it takes one tap and prevents an automated day-7 email landing mid-negotiation.

CRM & deals — pipeline, follow-ups and the customer ledger

Work a sales pipeline inside your books — auto-created deals for every captured lead, one-tap invoicing from a deal, follow-ups on WhatsApp or email, a per-client money ledger, and consent-safe lead import.

Leads — capture, score, route and respond on time

Every enquiry — form, QR, booking, WhatsApp, call, email, SMS or voice note — lands on one deduplicated Leads board, gets scored A–D, assigned to a teammate, and started on a first-response timer.

Accounts — companies, not just contacts

Contacts and deals from the same company are grouped under one account automatically (from their business email domain), with a single view of that company's people, deals and history.