// Sequences & Automation

Creating Your First Sequence

Build and activate an automated multi-step sequence for survey and follow-up workflows

2 min read

Updated March 18, 2026

sequencesautomationworkflows

Sequences let you automate follow-up workflows with ordered steps like survey sends, review requests, emails, SMS messages, and shareable links.

Before You Start

To launch a working sequence, make sure you have:

At least one active survey
Contacts in your organization
Sequence steps defined (a sequence with zero steps cannot be activated)

Step 1: Create a New Sequence

Go to Sequences in the dashboard sidebar.
Click Create Sequence.
Enter a name and optional description.
Save to open the sequence builder.

New sequences start in Draft status.

Step 2: Add Workflow Steps

Use Add Step to build your flow. For each step you can set:

Step type (Survey, Review Request, Email, SMS, Shareable Link)
Delay before the step runs (0 for immediate)
Optional webhook URL (fires after that step completes)

For full step details, see Sequence Step Types.

Step 3: Configure Sequence Settings

In the right-side Settings panel, configure:

Trigger type (Manual, API, Scheduled, Event-Based)
Channel priority (Email first or SMS first)
Skip weekends
Skip review requests for detractors
Optional A/B testing and custom CSS

See Sequence Settings for each option.

Step 4: Activate and Test

Confirm your sequence has at least one step.
Click Activate.
Run a small pilot (single contact or test segment) before large rollout.

Tip: Start with short delays during testing so you can validate the full flow quickly.

How Sequences Are Triggered

In the current implementation, sequences run from:

Event-based automation (for active sequences with event trigger)
Execute API calls (/api/sequences/:id/execute or /api/v1/sequences/:id/execute)

If you select Scheduled trigger type, treat it as configuration metadata for now and validate your automation path before relying on it in production.