Follow-up Automations
The Automations tab: the email sequence that runs on every inquiry until they reply.
The Automations tab on the Pipeline page holds one thing: the follow-up sequence that runs on every new inquiry, by itself, stopping the moment the couple replies.
That last part is what makes it safe to switch on. It is not a drip that keeps firing at someone who is already talking to you — the first reply ends the sequence for that lead.
A summary line at the top tells you what is currently configured, in the form "five emails over twelve days, to every inquiry".
It arrives already written
You do not start from a blank canvas. A sequence is already on your account, written and waiting. Read it before you switch it on — these emails go out under your name, so the words should sound like you.
While it is switched off, an amber banner says so plainly. Nothing sends until you turn it on.
The canvas
The sequence is a vertical chain of steps you can drag around.
- Left — the palette. Two things to add: an Email and a Wait. Drag one onto the canvas, or click to drop it at the end.
- Middle — the chain. The steps in order. Click one to select it.
- Right — the inspector. Everything about the selected step.
For an Email step the inspector has:
| Field | Notes |
|---|---|
| Step name | Only you ever see this — it labels the step on the canvas |
| Subject | |
| Message | The body |
| Insert a detail | Drops a merge field — the couple's name, your venue name and so on — into the text |
For a Wait step there is one setting, Wait for, with common intervals as buttons and an Or exactly box for a specific number of hours. It is measured from the previous step, not from when the inquiry arrived — so changing one wait shifts everything after it rather than only that gap.
Saving and switching on
Three controls sit at the top right:
- Undo and Redo (
⌘Z/⇧⌘Z) - The switch that turns the sequence On or Off
- Save changes, which reads "Saved" when there is nothing outstanding
Editing and sending are separate. Changes are not live until you save, and a saved sequence still does nothing until the switch is on.
If a step has a problem — a missing subject, an empty message — it is flagged on the canvas and saving is blocked until it is fixed. That is deliberate: a blank subject line sent to every inquiry is not a small mistake.
What it costs you to get wrong
The sequence goes to every inquiry. A typo is a typo in a hundred emails, and a tone that is slightly too pushy is slightly too pushy a hundred times.
Read it end to end once, out loud, before switching it on. It is fifteen minutes and it is the highest-leverage fifteen minutes in the product.
Tip: The Follow-ups sent column on the Performance tab shows how many went out each month, next to what converted. That is how you find out whether the sequence is earning its place.
On the free plan
The sequence is visible but not editable, shown behind the upgrade panel. The emails are real and already written for your venue — running them automatically is part of a paid plan.
Frequently Asked Questions
Does it keep emailing someone who already replied? No. A reply ends the sequence for that lead.
Do these send from my address or from CeremonySync? They go out under your venue's name — which is exactly why they are worth reading before you switch them on.
Can I run different sequences for different inquiry types? No. There is one sequence per venue.
I changed a wait and everything moved. Expected. Each wait is measured from the step before it, so the steps after a changed wait all shift.
Why won't it save? A step has a problem — most often an empty subject or message. The canvas marks it.
Keep reading
Still stuck? A person reads every email.
If a guide and the app disagree, the app is right. Tell us and the guide gets fixed.