Add contacts
On the sequence, select Add contacts, tick the contacts you want and confirm. Only active contacts can be added, and each one starts at step 1. In a draft sequence they start when you launch it. You can also tick contacts on Contacts and select Add to sequence. The dialog then says “N contacts added” and shows what happened to each contact:Launch
Select Launch on the sequence, then Launch sequence. Step 1 is scheduled for every enrolled contact within the sending window, and later steps follow their delays. If something blocks the launch, the dialog says Fix these before launching and lists each problem with a link to the fix:- Choose a mailbox to send from.
- The mailbox is paused or needs reconnecting.
- Add the first email.
- A step’s template has an error.
- A condition’s rule is not valid.
- The window and limits leave no time to send.
After you launch
DealToaster sends step 1 within the sending window and each later step after its delay. It stays inside the mailbox’s daily limit and minimum gap. If the mailbox reaches its daily limit, the sequence shows “Limit reached, next send at” with the time. If the mailbox is paused or needs reconnecting, it shows Mailbox paused. or a “Reconnect” banner with the address, and nothing is sent until you fix it.Watch it run
The Overview tab shows Enrolled, Active, Scheduled, Sent, Replied, Bounced, Needs attention, Finished and the next send. Below, the contacts table can be filtered by All, Active, Paused, Needs attention, Replied, Finished, Stopped, Unsubscribed, Bounced and Failed. Select a row to open its timeline, which lists everything that happened to that contact in the sequence.Pause, resume and archive
- Pause stops the sending: contacts stop getting emails and their scheduled sends are cancelled until you resume.
- Resume continues from where each contact stopped, inside the sending window and the mailbox limits.
- Archive sequence stops every contact still in it, cancels scheduled emails and makes the sequence read-only. It cannot be undone, and an archived sequence keeps its numbers in Reports.
- Delete (from the sequences list; an active sequence must be paused first, because “An active sequence cannot be deleted; pause it first”) removes the sequence with its steps, enrollments and their history. Messages already sent are kept. Its numbers leave Reports, so archive it instead if you want to keep them.
Stop or resume one contact
In the contacts table, open a row’s menu to Stop for this contact: they get no more emails from this sequence and their scheduled email is cancelled. This cannot be undone. A contact who needs attention, or is paused, can be resumed from the same menu, or with Skip this step and resume to move past the step that failed. The sequence must be active to resume a contact.Duplicate a sequence
Select Duplicate to create a draft named after the original with “(copy)”. It copies the settings and every step, but not the contacts, the numbers or the history. If the original’s mailbox is disconnected, or its sending window no longer overlaps the sequence’s window on a shared working day, the copy has no mailbox until you choose one. While you have unsaved edits the button is off with the hint “Save your changes first”.Edit a running sequence
While a sequence is active, Steps says “This sequence is live.” (“This sequence is paused.” when it is paused) and “Saved edits apply to the emails that have not gone out yet and to contacts who reach a condition later.” What you can change:
A launched sequence keeps at least one step. If you delete a step while it is being sent, you see “A send of this step is in progress.” Try again in a few seconds; your edit is kept.