You can send a series of templated emails to companies, people, and leads in Nutshell to automate your outreach.
Schedule a series of templated emails using sequences to automatically email a contact every few days. Keep those leads warm, am I right?
The only prerequisite to email sequencing is connecting your email with Nutshell.
- Creating a new sequence
- Sending a sequence
- Stopping an in progress sequence
- Report on sequence performance
Creating a new sequence
The first thing you’ll want to do is access your email inbox by clicking your avatar icon in the bottom left corner of the screen and choosing Your email. Once you’re in your inbox, click the Templates button on the top right.
Start with a template
Click the blue + Add new template button on the top right to begin! We’ll give you some pre-written ideas to choose from or you can start a new template from scratch. You can tell which pre-written options are sequences by the multiple-emails icon.
Next you’ll want to fill in the sequence name. You’ll begin with the first email’s subject line and template body.
Psst: please do note that it is not possible to attach files to email templates in Nutshell. Files can only be attached to individual emails sent from a company, person, or lead page.
Add your automatic follow up templates
Once you’ve created the first email in your sequence, click the blue Add follow-up email link on the bottom left to schedule out your next email. Add a new subject line or check Send as reply to send the full thread of both emails. With this option, your original email will appear at the bottom as a reply.
Right above each email, you’ll schedule the date that the next email will be sent. Choose the number of business days that you’d like to wait before sending this second email. These business days will always be based on the send date of the last email, not the date that you started sending the sequence.
Remove an email from your sequence by hovering over the dot on the left side of any email. You’ll see it turn into a red X and you can click that to remove that specific email from the sequence.
Share your sequence
Is this an awesome sequence that you want to share with all of the colleagues in your Nutshell account? Check the box underneath your template that says Shared with everyone.
Finally, save your new sequence using the green Save button on the bottom right corner of the pop-up.
Archive a sequence
Archive a sequence just like a template to take it out of commission. Sequences can only be archived in Nutshell, just in case you decide later that it was a good sequence all along and want to bring it back. Archived sequences will be stored at the bottom of your email templates page and can be restored using the three dots next to the archived sequence.
Please note: Any sequenced emails that are already scheduled when you archive will still send to your contacts and those sequences will finish as expected.
Send automated emails using your sequences
Sequences can be used from a Company, Person, or Lead page in Nutshell that has an email address associated with it. Click "Send an email..."on a Company, Person, or Lead page to begin using templates.
You'll see an email composer pop up where you can create a new email from scratch or choose your templates and sequences:
How do I know if someone is already in a sequence?
If one of your Nutshell contacts is already in a sequence, you’ll see a yellow banner underneath their name outlining how many emails are left in their scheduled sequence. We’ll show you when the next email is scheduled to send out too!
Click View # scheduled emails to see these in more detail, delay emails, or cancel the sequence by deleting this contact’s schedule from your Scheduled email outbox.
Stop an in progress email sequence
As soon as you receive an email from a contact, they will be taken out of your sequence and Nutshell will stop sending them automated follow-ups. If they reply after your first email, great! Your outreach worked and we won’t bug them again by sending emails 2, 3, 4… you get the idea.
You can also remove someone from a sequence from your Scheduled email outbox. Click the three dots to the right of the next email in your sequence to delay that email or click Delete to remove this person from the rest of this sequence immediately.
Gain insights into how your sequences are performing
We love data here at Nutshell and we’ve added some snazzy information to your email templates and sequences. The first is the “last sent” date, which will update every time you send a new email using this template. You can sort your templates by to see the oldest or most recently sent. Click on Last sent to see that blue arrow appear and click again to change the order.
The second is the reply percentage. When you send a templated sequence to someone and they send you an email back, Nutshell will count that email from your contact as a reply. This number will always reflect the percentage of people who are replying to any email you send using that specific template. You can sort your templates by these percentages too. Click on Reply % to see that blue arrow appear and click again to change the order.
Can I edit the specific time of my email follow-ups?
The exact follow-up time itself is not editable. Subsequent emails in a sequence should be sending at the time of day that you initiate the first email - so, if you send the first email at noon, the rest of the emails will also send at noon.
The timing becomes a little more nuanced if you send emails outside of the business hours in your General Settings. If you send outside your first email in a sequence outside of business hours, we send your follow-ups at the beginning of your business hours.
I'm getting a pop-up message when I try to send a sequence. What does it mean?
If you're receiving this pop-up, you do not have a two-way email sync enabled in Nutshell. Not to worry! You can still send these sequences to your contacts.
If you are using SMTP configuration or you are a Gmail or Office 365 user who does not want to sync replies into Nutshell automatically, you will need to forward replies to firstname.lastname@example.org to stop your sequences. You can learn more about adding emails to Nutshell with BCC in this article.
Do you still have questions about email templates? Send us an email at email@example.com or give us a ring at (888) 336-8808. We’ll be glad to help.