CRM & outreachUpdated 22 Jul 2026

Email sequences (automatic follow-ups)

Build a day-offset email drip. Enrol a contact once and each step sends automatically on schedule, with every step consent-checked and the whole sequence stopping instantly when someone unsubscribes.

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An email sequence is a set of follow-up emails on a day schedule: day 0 welcome, day 3 nudge, day 7 offer. Enrol a contact once and Finocket sends each step automatically, consent-checking every single one. An unsubscribe stops the rest instantly.

How do I build a sequence?

On Campaigns, open the sequences area and create a sequence.
Add steps: each step is an email (subject + body) with a day offset, the number of days after enrolment it should send. Day 0 sends on enrolment day, day 3 three days later, and so on.
Enrol contacts. Each enrolment tracks that one contact's progress through the steps.
Finocket's scheduler checks due steps and sends them. You don't press anything again.

Does every step really get consent-checked?

Yes. A sequence step is not “pre-approved” by the enrolment: every send passes the same send checkpoint as a campaign: consent state, suppression list, template rules. If a contact unsubscribes after step 2, steps 3 onward are blocked and logged, not sent. Consent at enrolment time never grandfathers a send made after consent was withdrawn.

How does a sequence stop?

An enrolment ends in one of these states, visible on the enrolment:

Completed: every step sent, the natural finish.
Stopped — unsubscribed: the contact opted out, and all remaining steps cancel immediately.
Stopped — manually: you stopped this enrolment yourself (deal closed, they became a client, wrong list).
Stopped — replied: reserved for reply-detection. Today, if someone replies, stop the enrolment manually so they don't get an automated nudge mid-conversation.

Stopping is per-enrolment: ending one contact's run doesn't touch anyone else's, and the sequence itself stays available for future enrolments.

When should I use a sequence instead of a campaign?

A campaign is one message to many people at once, such as an announcement or an offer. A sequence is many messages to one person over time, started whenever they enter it, for example new-lead follow-up, onboarding or a quote chase. Rule of thumb for an Indian SMB: enquiries from your forms and QR codes deserve a sequence; a Diwali offer to your whole list is a campaign.

Who can manage sequences?

Owners and assistants build sequences and enrol or stop contacts; accountants are read-only. Sequences live inside the outreach module. If it's off in Modules & features, the routes refuse access.

Does this work offline?

Frequently asked questions

Do sequence emails send even if I'm offline?

Yes. Once a contact is enrolled, Finocket's scheduler sends each due step from the server on its day offset, so your phone can be off. The enrolment keeps advancing until it completes or stops, and every send still passes the consent checkpoint first.

What happens if a contact unsubscribes mid-sequence?

The remaining steps are cancelled immediately and the enrolment shows stopped-unsubscribed. Nothing further sends, and the blocked outcome is logged rather than silently dropped. If the same person later gives a fresh express opt-in via a form, you can enrol them again.

Can I enrol the same contact in a sequence twice?

A contact has one active enrolment in a sequence at a time; once it completes or stops you can enrol them again, say a returning lead a year later. Each enrolment tracks its own progress from day 0.

Will a contact get sequence steps and a campaign on the same day?

They can, since sequences and campaigns run independently. Both are consent-checked, but not cross-scheduled. If you're running a big campaign, consider manually stopping enrolments for those contacts, or keep sequence audiences (fresh leads) separate from campaign audiences (existing clients).

Does a reply stop the sequence automatically?

Not yet. Reply-based stopping is reserved but automatic reply detection isn't live. For now, when a lead replies, stop their enrolment manually before you continue the conversation; it takes one tap and prevents an automated day-7 email landing mid-negotiation.

CRM & deals: pipeline, follow-ups and the customer ledger

Work a sales pipeline inside your books: auto-created deals for every captured lead, one-tap invoicing from a deal, follow-ups on WhatsApp or email, a per-client money ledger, and consent-safe lead import.

Leads: capture, score, route and respond on time

Every enquiry (form, QR, booking, WhatsApp, call, email, SMS, voice note, or one you add by hand) lands on one deduplicated Leads board, gets scored A–D, assigned to a teammate, and started on a first-response timer.

Loyalty: points, tiers and what they cost you

Reward customers who come back: set how fast points build per ₹100 spent, whether they expire, and the tiers that let your best customers earn faster. Finocket keeps the balance and the history and decides none of the numbers. Left at zero, the programme earns nothing.