Automate outreach.
Keep follow-ups relevant.
Build email sequences and branching workflows that connect messages, waiting periods and sales tasks. Give your team a clear next step when a customer responds. Email automation is part of the paid Marketing Automation add-on.
Start with a relevant message.
An example campaign introduces a use case that fits the recipient.
Illustrative product experience · example data
Connect your messages to what happens next.
A sequence is more useful when it helps your team continue a conversation, not just schedule the next email.
Build a clear sequence.
Combine messages, waits and tasks into a repeatable outreach process.
Define branches and conditions.
Use workflow rules to make the next action depend on what has happened.
Give replies to a person.
Keep the customer’s question visible and let your salesperson take over the conversation.
Start with a focused use case.
Choose an audience and goal.
Focus the sequence on a specific customer need and a clear reason to respond.
Write the sequence.
Define the messages, waits, conditions and sales tasks before starting.
Review replies and follow-ups.
Assess the conversations you create and adjust the sequence based on what customers ask.
Your questions, answered.
How do sequences and workflows differ?
A sequence organises a series of outreach steps. A workflow adds branching logic for different events and conditions.
What happens when a customer replies?
The reply should become the next conversation to handle. The illustrated flow pauses the sequence and gives sales a follow-up task; confirm the exact rules during setup.
Make the next step work too.
See how Cloop would work for your team.
Bring a real customer question or sales task. We’ll use it to make the conversation concrete.