Sequences

An automatic follow-up flow on a set cadence. Not one-and-done — it keeps reaching out, step by step, until they respond.

What is a sequence

A sequence is an automatic follow-up flow whose steps run on a set cadence. Unlike a one-shot campaign , you enroll customers one by one and each step reaches out after a wait of a few days.

In botn, sequences live under the Campaigns screen in the “Auto follow-up” tab, so you run one-shot sends and response-based follow-ups from the same place.

When to use

No reply after a campaign, silence after a quote, sending materials after a meeting, nurturing new leads, reactivating dormant leads — any situation where one message isn’t enough and you need to keep going over several days.

Create a sequence

1. Open “New auto follow-up” in the Auto follow-up tab, then enter a name and an optional purpose.
2. Set the sender display name, timezone and send time. With a send time, mail goes out at that hour; with “as soon as due,” it sends at the scheduled moment.
3. Turn on “Send on business days only” and a step that comes due on a weekend (Sat/Sun) is held until the next weekday instead of sending. Enable it when you want to avoid weekend sends.
4. Add steps. For each, choose a channel (email, SMS, call), the message body and a wait in days. Email steps can also have a subject.
5. Saving creates the sequence in a paused state. Review the steps, then flip the Use sequence toggle to start sending — a banner reminds you while it’s off.

Step bodies support merge variables like {{고객명}}, {{회사명}}, {{직함}}, {{담당자명}} ; they’re replaced with the customer’s details when sent. Use Preview to see the result with a sample contact. After saving, “Send test to me” delivers an email step to your own inbox.

Email vs. manual channels

Email steps are sent automatically by email on the scheduled day. SMS and call steps are not auto-sent — you handle those yourself when they come due.

Email threading

A step with a subject starts a new email thread; a step with no subject continues the same thread as “Re:”. To keep one flow in a single conversation, leave the later steps’ subjects empty.

Enroll customers

There are two ways to enroll.

• One by one — contact card or “Add contacts · Pick contacts” inside the sequence.
• Bulk by segment — In the Segment tab, enroll everyone, by status or by tag all at once.

Customers already enrolled and active are skipped, never double-enrolled. Opted-out customers are automatically excluded.

Auto-stop & progress

The sequence periodically checks the sent email threads. If a customer replies, their enrollment turns to “Replied” and the next step stops; if mail bounces, it turns to “Bounced” and stops. You can also stop a customer manually.

The sequence detail shows each enrollee’s status (Active, Replied, Done, Stopped, Bounced), current step, and send/open counts. Emails carry open tracking so opens are tallied.

The full-page editor

Sequences are built in a full-page editor with Editor, Recipients and Settings tabs. Each step gets a channel (auto email, auto SMS, or manual call) and a wait; use Load template to drop in a same-channel template, or the Docs button to embed a shared doc or insert it as a tracked link. Settings cover send time, timezone, business-days-only, sender display name and the stop condition (halt on reply). Use Send test to me before going live.