Email sequences: automated follow-ups

Email sequences send a series of follow-up emails to a contact on a delay, from your connected email account, and stop automatically the moment the contact replies. They are built for estimate follow-ups, nurturing cold leads, and re-engaging quiet projects without anyone remembering to hit send.

Find them under Marketing then Email Sequences in the sidebar. Email sequences are a Professional-plan feature.

How a sequence works

A sequence is a named, ordered list of steps. Each step is an email with a delay before it (for example: Day 0, then +3 days, then +7 days). When you enroll a contact, Coastline sends the first step after its delay, then the next, pausing for business hours and stopping early if anything below happens.

Create a sequence

1. Go to Marketing then Email Sequences and click Create sequence.
2. In the Sequence name field at the top of the Details section, give it a clear name like Estimate follow-up. Add an optional internal Description below it.
3. Set the Send window: the days and hours steps are allowed to go out, in your workspace timezone. A step that comes due outside the window waits for the next open time, so customers never get a 2am email.
4. Set the Re-enroll cooldown: after a contact finishes or exits, auto-enrollment skips them for this many days.

Add steps

Click Add step. For each step:

• Set the delay before it sends (0 means immediately when enrolled; otherwise wait a number of hours or days after the previous step).
• Choose Write your own or Use a template.
• Writing your own gives you a full editor with bold, italic, underline, and lists, plus a dynamic-field picker. Click the braces button to drop in fields like the contact's first name or your company name. They show as blue chips and fill in with each contact's real values when the email sends, so you never type raw tokens by hand.

When the sequence is ready, click Activate in the top right. Drafts do not send.

Enroll a contact

There are two ways:

• From the sequence: open it, go to the Enrollments tab, and click Enroll a contact. Search for the contact and confirm. The sequence must be Active.
• From a contact or opportunity: open the record and choose Enroll in sequence from the actions menu.

Emails send from your connected email account, so they read as a normal one-to-one message, not a marketing blast. Connect your account under Email settings first.

When a sequence stops on its own

A cadence should stop the moment it has done its job. An enrollment automatically exits when:

• The contact replies. Once they write back, the human conversation takes over and the steps stop. This is the whole point of a sequence.
• The opportunity is marked Won or Lost.
• An estimate on the opportunity is approved.
• The contact unsubscribes, or their address hard-bounces. Coastline honors your unsubscribe and bounce lists on every send.

Manage a running enrollment

On the Enrollments tab, each row has a menu to Pause, Resume, Skip this step, or Unenroll. Pausing holds the cadence; resuming picks it back up at the next step.

See how each step performs

Once a step has sent, the builder shows per-step sent, opened, and replied counts, so you can see which message earns the reply and trim the rest.