What you’ll learn
- Write an opener and follow-up that help the customer.
- Preview a complete email and check its audience.
- Review the sender and launch settings.
1
Start with a useful offer
The video starts with a prepared two-email draft. Dana’s opener helps coffee-and-pastry regulars choose Juniper again. Priya’s invites Saturday brunch guests back on a weekday. Each offers a sample reward card.In Builder, open the email and review the complete message. Switch to Preview to check how the greeting and message render for a contact.
2
Make the follow-up useful
The follow-up delivers a link to the promised reward card: buy nine coffees and get the next one free. The video opens that sample. The example waits three days and replies in the same thread.
3
Check the audience and sender
Review Audience and its settings. Confirm the table or view and the Work email mapping. Choose people whose contact details and product fit you have checked. The example’s Ready to contact view requires both Keep and Valid. Dana and Priya qualify; uncertain addresses and unconfirmed product fit stay out.On Settings, under Senders, confirm the assigned sender has a connected mailbox and available capacity. Review the sending settings before launch. See Connect a mailbox for mailbox setup.
4
Launch
Click Launch. Anything still to do is listed with a button that opens where you do it. Confirm when the audience, sender and messages match your intent.The video simulates the launch and sends no real emails. Launching your own sequence starts outreach from your connected mailbox. Be ready to help when someone replies.