Step by Step Guide to Creating Custom Email Sequences in Inboxlogy

If you’re tired of one-size-fits-all email “automation” and want to actually reach people in a way that doesn’t suck, this is for you. Maybe you’re running a SaaS, handling client onboarding, or trying to warm up leads without sounding like a robot. Either way, you want to set up custom email sequences in Inboxlogy without wasting hours poking around menus, fighting templates, or paying for features you’ll never use.

Here’s how to do it—step by step, with real-world tips and a healthy dose of skepticism about the shiny stuff.

Why Custom Email Sequences? (And What to Ignore)

Automated email sequences are great—when they’re done right. They keep leads warm, onboard new users, and save you from sending the same message over and over. But most tools overpromise: they pitch “personalization” and “engagement” but deliver spammy blasts that annoy people and tank your deliverability.

Here’s what actually matters:

  • Relevance: Sending the right message at the right time. Not just “Hi {First Name}!”
  • Timing: Automate so you don’t forget, but don’t overwhelm people.
  • Clarity: Simple beats clever. Most fancy triggers and “AI copy” are more trouble than they’re worth for small teams.

Ignore the rest—especially “gamified engagement” dashboards and features you’ll never use.

Step 1: Map Out Your Sequence Before You Touch the Tool

Don’t let Inboxlogy’s features dictate your strategy. Grab a notepad (or open a doc) and sketch out:

  • Goal: What do you want this sequence to do? (E.g., welcome new trial users, follow up on demo requests, nurture cold leads.)
  • Number of emails: Usually 3-7. More than that and you’re probably annoying people.
  • Timing: How many days between each email?
  • Triggers: When should the sequence start? (Signup, form fill, manual add, etc.)
  • Stop conditions: When should someone drop out? (They reply, unsubscribe, or buy.)

Pro tip: Keep it short for your first try. You can always add more later, but bloated sequences rarely convert better.

Step 2: Set Up Your Audience

Inboxlogy isn’t magic—it needs to know who to send to. You’ve got a few options:

  • Upload a list: CSV is usually fastest. Clean your data first (no typos, no junk).
  • Sync with CRM: If your CRM connects natively, use it. If not, Zapier or a basic export/import works fine.
  • Manual add: For smaller batches or tests.

What matters: - Make sure your list is opted-in. Inboxlogy’s deliverability is decent, but it won’t save you from spam complaints. - Segment if you can. Even basic segmentation (new vs. returning, demo booked vs. not) pays off.

Step 3: Create the Sequence Structure

Now, let’s build the bones of your sequence.

  1. Navigate to Sequences: Usually in the top nav or sidebar. If you can’t find it, Inboxlogy’s search is actually decent.
  2. New Sequence: Click “Create New Sequence” or similar.
  3. Name it: Use something clear—“Onboarding - Trial Users” beats “Sequence 1.”
  4. Define triggers: Choose what starts the sequence. Most folks use “on list add” or “signup.”
  5. Set stop conditions: Tell Inboxlogy when to pull someone out (reply, unsubscribe, tagged in CRM, etc.)

Honest take: Don’t overthink triggers. Simple “starts on signup” or “added to list” covers 90% of use cases.

Step 4: Write Your Emails (The Honest Way)

Forget the templates that sound like a robot wrote them. Write real messages, like you would to a single person.

  • Subject lines: Keep them short and human. “Quick question about your trial” works. “Unlock the power of synergy!” does not.
  • Body: Get to the point. Say why you’re reaching out, what’s in it for them, and what you want them to do next.
  • Personalization: Use merge tags sparingly—“Hi {First Name}” is fine, but don’t overdo it.
  • Call to action: One per email. “Reply to this” or “Book a call” beats a laundry list of links.

How to add emails in Inboxlogy: 1. Click “Add Email” in your sequence builder. 2. Set the delay (e.g., 0 days for immediate, 2 days for a follow-up). 3. Write your subject and body. Use the preview tool to catch weird formatting. 4. Test send to yourself. Always.

What to ignore: - Fancy HTML unless your brand needs it. Plain text emails usually get better replies and fewer spam flags. - “AI copy suggestions.” They’re rarely better than your own words.

Step 5: Set Timing and Delays

How often should emails go out? Here’s what actually works:

  • First email: Immediately or within an hour of trigger.
  • Follow-ups: 2-3 days apart is a safe bet. Daily is usually too much unless it’s time-sensitive.
  • Final email: Wait 4-7 days after the last message.

In Inboxlogy: - Each email in your sequence lets you set a delay (e.g., “Send 2 days after last email”). - You can A/B test timing, but don’t spend hours here. Get something live, then tweak.

Pro tip: Don’t send on weekends unless it’s urgent. Most people ignore or delete emails that hit their inbox on Saturday at 6 AM.

Step 6: Set Up Replies and Stop Conditions

A good sequence knows when to quit. If someone replies or unsubscribes, they shouldn’t get the next message.

  • Inboxlogy settings: In each sequence, set “Exit on reply” and “Exit on unsubscribe.”
  • Advanced: You can exit on custom tags or CRM field updates if you need.
  • Test: Add yourself to the list, reply to the first email, and see if you get the rest. Don’t trust default settings—test them.

Step 7: Test Everything (No, Really)

This is where most people get burned.

  • Test with real addresses: Use your work and a personal email.
  • Check for broken links, weird formatting, and missing merge tags.
  • Reply to yourself: Make sure stop conditions work.
  • Spam check: If you’re landing in spam, fix it before going wider. (Inboxlogy’s deliverability is solid, but your subject lines and sender reputation matter more.)

What to ignore: Overly fancy “preview” tools. Real inboxes don’t look like the editor.

Step 8: Activate and Monitor

Once everything looks good, hit “Activate” or “Start Sequence.”

  • Monitor the first sends: Watch open rates, reply rates, and unsubscribes. Don’t obsess over tiny differences in open rates; focus on real replies or conversions.
  • Pause if needed: If people are unsubscribing or complaining, stop and rework your messages.
  • Tweak as you go: Don’t expect perfection out of the gate. Iterate based on real feedback.

Step 9: Analyze and Improve (Without Drowning in Data)

Inboxlogy gives you analytics. Here’s what actually matters:

  • Replies and conversions: Did people do what you wanted?
  • Unsubscribes: High unsubscribes mean your content, timing, or targeting is off.
  • Deliverability: If lots of emails bounce or go to spam, you’ve got a list or copy problem.

Ignore vanity metrics like “engagement score.” Stick to what moves the needle.

Pro Tips and Pitfalls

  • Start small: A three-email sequence is fine for your first try.
  • Plain text wins: Unless your brand needs graphics, keep it simple.
  • Don’t over-automate: One manual follow-up can outperform a dozen automated ones.
  • Check your sender name and address: “No-reply@” addresses kill response rates.
  • Legal: Make sure you’re compliant with email laws (CAN-SPAM, GDPR). Inboxlogy helps, but it’s on you.

Keep It Simple, Iterate, and Don’t Overthink

The best email sequences aren’t the most complicated—they’re the ones that actually get sent, and actually get replies. Start with something basic, watch what happens, and tweak. Don’t let all the features distract you from the goal: reaching real people, in a way that feels human.

You’ll get more results by shipping something simple this week than chasing “perfect” automation for months.