> ## Documentation Index
> Fetch the complete documentation index at: https://help.daylit.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Collection sequences: automate customer outreach

> Build multi-step outreach sequences in Daylit to automatically follow up with customers via email, call reminders, or tasks over time.

## 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.

## 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.

## Sequence step types

Each step in a sequence is one of three types:

| Type              | What it does                                                                  |
| ----------------- | ----------------------------------------------------------------------------- |
| **Email**         | Sends an email from your connected mailbox using a subject and body template. |
| **Call reminder** | Creates a task prompting your team to call the customer.                      |

## Create your first sequence

<Steps>
  <Step title="Open sequence settings">
    Go to **Settings** → **Sequences** in the left sidebar. You'll see a list of all sequences for your company.
  </Step>

  <Step title="Create a new sequence">
    Click **New sequence**. Enter a name and select a timezone.
  </Step>

  <Step title="Add steps">
    Inside the sequence editor, click **Add step** to create the first touchpoint. Configure the type, offset days, and email template.
  </Step>

  <Step title="Activate the sequence">
    When your steps are ready, click **Activate**. Daylit validates the sequence and makes it available for enrollment.
  </Step>

  <Step title="Enroll customers">
    From the sequence overview page, go to the **Enrollment** tab. Search for a customer and click **Enroll**.
  </Step>
</Steps>

<Frame>
  <iframe src="https://www.loom.com/embed/b4019bae4c284111b55cb36fad4af3e2" title="Create your first sequence in Daylit" allowFullScreen />
</Frame>

## 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.