Automation

By Maildesk Team ·

Build an Email Sequence

Write the series of timed emails that an automation delivers — subjects, content, delays, and ordering.

In Maildesk, automated email is split into two halves:

  • An email sequence is the content — the series of emails and the delays between them.
  • An automation is the delivery — the rules for who gets enrolled and when they exit.

This guide covers the first half. Once your sequence exists, set up an automation to deliver it.

Step 1: Create the sequence

  1. Navigate to Automations > Email Sequences.
  2. Create a new sequence.

Step 2: Write your first email

The editor pane has everything for one email:

  • Subject — with the merge-tag picker, so {{firstName}} works here like everywhere else.
  • Body — the full rich-text editor, same as campaigns.
  • Published toggle — only published emails are sent. Keep an email unpublished while it’s still a draft and the sequence will skip it.
  • Send After — a number plus a unit (minutes, hours, or days). This is the delay after the previous step, not after enrollment.

The first email in a sequence sends immediately when a contact is enrolled.

Step 3: Add more emails and shape the timeline

The Sequence Timeline panel shows your whole series at a glance — the first step marked “Immediately”, each later step marked “After N days” (or hours/minutes).

  • Drag and drop emails to reorder them.
  • Adjust each email’s Send After delay to control pacing.

Save the sequence when you’re done. You can come back and edit any email later.

A proven 4-email welcome shape

If you’re not sure what to write, this structure works for almost everyone:

#TimingEmail
1ImmediatelyWelcome — deliver what they signed up for, set expectations
2After 2 daysYour story — why you do this, what makes you different
3After 3 daysYour best content — the 2–3 things new readers must see
4After 4 daysA soft ask — reply to this email, follow you, or try the product

Tips

  • One idea per email. If an email has two topics, it’s two emails.
  • Short beats long early in a relationship — the first emails earn the right to send longer ones.
  • Personalize with merge tags, at minimum {{firstName}} in the subject or greeting.

Next: Set up your first automation to put this sequence to work.


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