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Create a follow-up sequence

Build an automated sequence of email, SMS, and reminder steps.

On this page

Create a sequence

  1. Open Sequences from the Side Nav.
  2. Click New sequence.
  3. Enter a sequence name.
  4. Leave Active turned on if you want the sequence available for enrollment straight away.
  5. Click Add step and choose the step type you want.
  6. Configure the step details.
  7. Set the delay for the step:
    • Immediately, or
    • After a delay in minutes, hours, or days.
  8. Choose whether the step should Send even during quiet hours. Use this for overnight first replies. Leave it off for later follow-ups.
  9. Add more steps as needed.
  10. Reorder, edit, or remove steps until the sequence is ready.
  11. Click Save.

You must add at least one fully configured step before Neptune will let you save.

Before you start

  • Make sure the person you want to contact is marked as the Primary contact on the lead or customer.
  • If no primary contact is set, Neptune uses the first available contact on the record.
  • If you want to use email steps, create your Email templates first.
  • If you want reminder steps for specific team members, make sure those users already exist in Neptune.
  • If you want to use sequences on leads, make sure your team is set up for Leads.

Step types

Email

  • Choose an email template.
  • See Email templates if you need to create or manage them first.
  • Sequence emails are sent to the record’s primary contact.
  • If you update the template later, future sequence emails use the updated template.
  • Some templates cannot be used in sequences if they contain unsupported sequence tokens.

SMS

  • Write the message you want to send.
  • Sequence SMS messages are sent to the record’s primary contact.
  • Neptune shows the SMS segment count while you write. Hover over the information icon for details; the final count can change when tokens fill in. See SMS segments.
  • You can insert personalisation tokens for the contact’s name, phone number, or email, as well as the organisation or customer name. See SMS templates for the complete list.
  • Use Google review URL when the message should include the link saved in your organisation settings. See Google review links for setup guidance.

Reminder

  • Add the reminder text your team should see.
  • Assign the reminder to the record owner or a specific user.
  • Use reminder steps when you want a manual follow-up instead of an automatic message.
  • See Reminders for how assignees review and complete reminders after they are created.

Manage existing sequences

On the Sequences page, you can:

  • Turn a sequence on or off with the Active switch.
  • Click a sequence name to edit it.
  • Delete a sequence when there are no active or paused enrollments.
  • Click Configure quiet hours if you are an admin, to set the organisation send window.

Turning a sequence off removes it from the list for new enrollments. It does not automatically stop records that are already enrolled.