Create an Intelligence Sequence
Set the objective and the rules, and let each email be written when it is due.
An intelligence sequence needs no step list. What it needs is a clear objective, the rules it must respect, and a cadence — how many emails, how far apart, and during which hours.
This guide covers the Intelligence-Driven type specifically. Template-driven and hybrid sequences use the same builder but ask you to lay out steps.
Before You Begin
- A From Sender — a team member or an AI communicator. The sequence sends from this one identity throughout.
- At least one cadence mandate to attach, created in Library > Mandates. Mandates are the rules every generated email must follow.
- A verified email sending domain, or nothing will leave the queue.
- Contacts with email addresses who have not opted out of emails.
Steps
Open the builder and choose Intelligence-Driven
Go to Communications > Email > Sequences and create a new sequence.
Pick the Intelligence-Driven type. The step list disappears — that is correct, and it is the whole point of this type. Nothing is laid out in advance.
Give the sequence a Name and a Description. Both are internal; recipients never see either.
Write the goal
The Sequence Goal is what every email in this sequence is working towards, and it is the most important field on the page. Write it as an outcome, not a topic — "Engage contacts with the objective of driving them towards a demo" rather than "demo emails".
It governs each email as it is written, and it also tells the system how to judge a reply against the outcome you are driving at.
Attach the mandates
Mandates are the dos and don'ts every generated email must follow: tone, pacing, what may never be claimed, how to sign off.
A mandate outranks the goal where the two pull against each other. If a large share of emails end up held at review, that conflict is usually the cause — the goal is asking for something a mandate forbids.
Set the cadence
Three settings decide how often this sequence writes to someone:
- Maximum emails — how many this sequence may send to one contact before their enrolment completes. Set it to 0 for an open-ended nurture that runs until something stops it.
- Default delay — how long to wait after one email before the next becomes due, counted from the moment the last one went out. Choose a value and a unit (minutes, hours, days or weeks).
- Reply rule — whether a reply from the contact stops the enrolment or lets it continue.
Also set the Quality Threshold (50–100, default 85). Every email is scored before it can send; anything below this is held back instead.
Set the send window
The Send Window decides the hours and days this sequence may work — Start Time, End Time, the seven Send Days, and a Timezone beside them.
The hours are read in each contact's own timezone where Zyntro knows it, which is what keeps a nurture email landing at a reasonable local hour rather than in the middle of their night. The timezone you pick here is the fallback, used for contacts whose own timezone is unknown. It defaults to your organization's.
Activate it and enrol contacts
Save the sequence and set its status to active. A sequence that is paused or in draft enrols nobody and sends nothing.
Contacts are then enrolled into it — from a list, from the contact record, or from the other entry points that create contacts. Each enrolment starts its own independent loop from that moment.
Result
The sequence is live. Each enrolled contact gets their first email as soon as they are due and inside their send window, written for them and reviewed before it goes out. After it sends, their next email becomes due after your delay, and the loop repeats until the maximum is reached, the reply rule ends it, or you stop it.
You can pause, edit, stop or delete a sequence at any time. Deleting one removes its contacts' association with it and nothing further is sent.
Troubleshooting
Check the sequence is active rather than paused or draft, and check the send window: the hours are read in each contact's own timezone, so a contact who is outside their local window waits until it opens.
Check the default delay's unit as well as its value — the difference between 1 hour and 1 day is easy to miss — and remember the next email becomes due after the delay but is only sent once the contact is inside their send window.
A maximum of 0 means unlimited, by design. Set it to the number of emails a contact should receive and the enrolment will complete after that many.
They are scoring below your quality threshold. Either the goal is pulling against an attached mandate, or the threshold is set higher than the content can reach. Reword the goal first; lowering the threshold treats the symptom.
