> ## 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

> Build multi-step email sequences that Beat writes for you.

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

<Steps>
  <Step title="Go to the Email section">
    Navigate to `/app/email` and click **New Sequence**.
  </Step>

  <Step title="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.
  </Step>

  <Step title="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.
  </Step>

  <Step title="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.
  </Step>

  <Step title="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.
  </Step>

  <Step title="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).
  </Step>
</Steps>

## 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

| Plan    | Emails per month                       |
| ------- | -------------------------------------- |
| Free    | 0 (sequences gated — upgrade required) |
| Starter | 50                                     |
| Pro     | Unlimited                              |

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?

<CardGroup cols={2}>
  <Card title="Email Sender Setup" icon="at" href="/email/sender-setup">
    Configure which provider handles your email delivery.
  </Card>

  <Card title="Klaviyo Integration" icon="envelope" href="/integrations/klaviyo">
    Connect Klaviyo to push sequences as broadcast drafts.
  </Card>
</CardGroup>
