Skip to main content

Documentation Index

Fetch the complete documentation index at: https://docs.useupbeat.com/llms.txt

Use this file to discover all available pages before exploring further.

Email sequences are multi-step automated email series — welcome flows, nurture tracks, onboarding drips, re-engagement campaigns. Beat writes every step; you set the delays and review the copy before anything goes to your list.

​
What a sequence is

A sequence is a series of emails triggered in order, with configurable time delays between each step. Common types:
  • Welcome sequence — 3–5 emails sent to new subscribers over 1–2 weeks
  • Nurture sequence — Educational content that builds trust before a sales conversation
  • Onboarding sequence — Guides new users or clients through getting started
  • Re-engagement sequence — Reaches out to subscribers who haven’t opened in 60+ days

​
Creating a new sequence

1

Go to the Email section

Navigate to /app/email and click New Sequence.
2

Name your sequence and set the goal

Give your sequence a clear name (e.g., “Welcome Sequence — Free Trial”). Select the goal from the dropdown: nurture, onboarding, sales, re-engagement, etc. Beat uses this to write copy that fits the right intent.
3

Let Beat draft the steps

Beat generates a recommended sequence structure — usually 3–5 steps for a standard welcome or nurture flow. It drafts a subject line, preview text, and full body copy for each step. Review Beat’s structure and adjust the number of steps if needed.
4

Review and edit each step

Click into each step to read the email Beat wrote. Edit subject lines, adjust body copy, or ask Beat in the chat panel to rewrite any section. Use the text selection popup to sharpen specific paragraphs.
5

Set delays between steps

For each step, configure when it sends relative to the previous one. Common delays: 1 day, 3 days, 5 days, 1 week, 2 weeks.
6

Send each step when you're ready

Sequence sends are manual — open each step from the sequence detail page and trigger the send when the time is right. UPBEAT OS routes the email through your configured sender (UPBEAT shared or your BYO Resend domain).

​
Adding steps manually

After Beat generates the initial structure, you can add additional steps:
  1. Scroll to the bottom of the sequence steps.
  2. Click Add Step.
  3. Give Beat a brief description of what this email should cover.
  4. Beat generates the draft. Review and edit it.
  5. Set the delay for this step.

​
Sending sequence steps

Sends happen step-by-step from the sequence detail page. Click into a step, review or edit the copy, and send when the time is right. UPBEAT OS routes the send through your configured sender:
  • UPBEAT shared sender — Default zero-config option, sent from UPBEAT’s shared Resend domain
  • Bring your own Resend — Sent from your verified domain via your connected Resend account
UPBEAT OS never auto-sends — every step requires you to initiate it.

​
Email limits by tier

PlanEmails per month
Free0 (sequences gated — upgrade required)
Starter50
ProUnlimited
Each email step Beat drafts counts as one email generation against your monthly cap. A 5-step welcome sequence consumes 5 of your monthly emails. There’s no separate sequence quota.

​
Editing a sequence after creation

You can edit any step in a sequence at any time:
  1. Open the sequence from /app/email.
  2. Click the step you want to edit.
  3. Make your changes directly or ask Beat to revise the copy.
If you’ve already pushed to Klaviyo, you’ll need to re-push the updated step to sync changes. UPBEAT OS will prompt you when there are unpushed changes.

​
What’s next?

Email Sender Setup

Configure which provider handles your email delivery.

Klaviyo Integration

Connect Klaviyo to push sequences as broadcast drafts.