Add a recipient to a sequence from the compose window

You can now add a recipient to a sequence directly from Gmail with one of two methods.

  1. The Automate menu - if your recipient doesn't open/reply, they'll receive Stage 1 of your sequence
  2. The Insert menu - inserts Stage 1 of the sequence into your email
Automate menu

Hover over Automate at the bottom of the compose window, and a pop-up will appear. Click the Add to Sequence tab. Then select the sequence to which you'll add the recipient.

Select the criteria for sending the sequence:

And choose the date when the sequence will send for the recipient. 

Insert menu

Access your Sequences from the  Insert menu in the top right of a new message window. When you select one, it inserts in the window, and all the stages and their triggers will be clearly displayed.

Once you add a recipient to your sequence, they’ll show up in your  Sequences section of the web app, where you can personalize upcoming stages or remove recipients as needed.

When inserting a sequence with custom variables you will have the option to define your variables before inserting the sequence.

On the Growth and Enterprise plans, you can also customize sequences right from the compose window.  First, go to the Insert menu and pick a sequence. Next, click Edit in the yellow box that appears at the bottom of your message. You’ll see a preview of all your stages which you can edit as you like.

Here are some general guidelines for adding a recipient to a sequence from the compose window in Gmail:

  • Set up the sequence to send as replies — or to send as separate emails. When adding a recipient to a sequence using the Automate menu, if you want the sequence to be added as a reply to the message you're writing in Gmail, be sure that when you first set up your sequence your sequence has no subject line. Here's more on subject lines in sequences.