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Execute drip sequence

Marketing User creates a drip sequence with automated steps (emails, waits, field updates), enrolls contacts, and the system executes it.

When this happens: You click New Drip Sequence or a trigger event occurs (lead created, form submitted, etc.).

Step by step

  1. 1

    Click New Drip Sequence.

    EasyCRM shows builder: Name (required), Linked Campaign (optional), Trigger (dropdown: Lead Created, Tag Applied, Form Submitted, Manual Add, Lifecycle Stage Changed), Entry Criteria (optional segment filter), Exit Criteria (optional).

  2. 2

    Select a trigger (e.g. Form Submitted on a specific landing page).

  3. 3

    Add steps in sequence: Step 1: Send Email — selects Welcome Email template. Step 2: Wait — 3 days. Step 3: Send Email — selects Follow-up Email template. Step 4: Wait — 5 days. Step 5: Update Field — Lead Status = Contacted Step 6: Assign to User — Sales Rep team queue.

  4. 4

    Sets exit criteria: Unsubscribed or Converted to Opportunity.

  5. 5

    Click Save & Activate.

    EasyCRM checks: at least one step; email steps reference active templates. Drip sequence is now active and listening for trigger events.

Other paths

Manual enrollment

Open a sequence and clicks Add Contacts Search and selects contacts/leads. Enrolls them at step 1. Contacts already enrolled are skipped (or restarted if restart is toggled on).

Pause/resume sequence

Click Pause on an active sequence. All enrolled contacts freeze at their current step. No new enrollments. Click Resume — execution resumes from each contact's frozen position.

Pause individual contact

In the enrollment list, clicks Pause on a specific contact. That contact's progression is frozen. Other contacts continue normally.

If something goes wrong

Contact unsubscribes mid-sequence

At step 10b, contact has . Contact is removed from the sequence. Enrollment status = Exited No email sent.

Email template deleted mid-sequence

An email step references a template that was deleted (should be blocked by FR-06-006). If reached: step is skipped with a warning logged. Admin notified.

Contact already enrolled

Trigger fires for a contact already enrolled. If restart is off — enrollment is skipped.

Good to know

  • A contact can only be in one instance of a sequence at a time.
  • Contacts are auto-removed on unsubscribe, bounce, or exit criteria match.
  • Execution job runs every 15 minutes.
  • Drip sequences respect daily sending limits.