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Purpose

Sequences at Acme Corporation cover customers that don’t fit the default baseline or enterprise programs — Jobin (AR manager) designs the playbook, enrolls accounts, and manages ready steps from Settings → Sequences. When to use: Sequences are for specific customers and special cases. Jobin (AR manager) would not enroll Sterling Logistics (contract dispute) or Orion Electric Supply (disputed pricing) in an active sequence until the underlying issue is resolved. Example: Jobin (AR manager) builds a three-step email sequence (day 7, 14, and 30) for a mid-tier commercial account that needs a custom cadence, activates it, and enrolls the customer from the Enrollment tab. Ready steps appear in Inbox for review before send.

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What sequences are

Unlike one-off actions recommended by the AI, sequences give you full control over the cadence, content, and type of each touchpoint. You build a sequence in Settings, define its steps, enroll customers (one at a time or in bulk), and then manage ready steps from the sequence queue in your inbox. A sequence has a lifecycle:
  • Draft — Being configured, not yet enrolling customers.
  • Active — Accepting enrollments and scheduling steps.
  • Archived — No longer accepting new enrollments; historical data is preserved.

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Sequence step types

Each step in a sequence is one of three types:
TypeWhat it does
EmailSends an email from your connected mailbox using a subject and body template.
Call reminderCreates a task prompting your team to call the customer.

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Create your first sequence

1

Open sequence settings

Go to Settings → Sequences in the left sidebar. You’ll see a list of all sequences for your company.
2

Create a new sequence

Click New sequence. Enter a name and select a timezone.
3

Add steps

Inside the sequence editor, click Add step to create the first touchpoint. Configure the type, offset days, and email template.
4

Activate the sequence

When your steps are ready, click Activate. Daylit validates the sequence and makes it available for enrollment.
5

Enroll customers

From the sequence overview page, go to the Enrollment tab. Search for a customer and click Enroll.

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Stop a customer’s enrollment

If a customer pays, disputes an invoice, or you decide to remove them from a sequence, you can stop their enrollment at any time.
  1. Open the sequence and go to the Enrollment tab.
  2. Find the customer and click Stop enrollment.
  3. Optionally enter a stop reason (for example, “Invoice paid in full”).
Stopping an enrollment cancels all future scheduled steps for that customer in this sequence.