Sequences — automated email & SMS

Sequences: Automated Email & SMS Campaigns

Sequences let you send a series of automated emails to clients or leads based on trigger conditions — so your follow-ups, confirmations, and reminders go out on time without any manual effort. This feature is ideal for food trucks, event caterers, and corporate catering teams who want consistent client communication at scale.

What Are Sequences?

A sequence is a multi-step email campaign that fires automatically when certain conditions are met. Instead of chasing down every inquiry or post-event follow-up by hand, you set up the steps once and CaterCloud handles the sending.

Common use cases include:

• Following up on unseen or unconverted quotes
• Onboarding a new corporate client after their first booking
• Re-engaging past clients ahead of a busy season
• Confirming event details in the run-up to a booking date

Finding Your Sequences

Navigate to Sequences in the main sidebar. The page displays a list of all sequences you have created, giving you an at-a-glance overview of what is active and what is in draft.

From this list view you can:

• See all existing sequences and their current status
• Open any sequence to review or edit its steps and trigger conditions
• Create a new sequence to start building an automated workflow

When to Use Sequences

Reach for sequences any time you find yourself sending the same type of message repeatedly on a schedule. If you are manually writing the same follow-up email two days after every quote is sent, that is a strong signal to automate it with a sequence. Sequences are especially valuable for teams handling high booking volumes where no follow-up should fall through the cracks.

Getting Started

1. Go to Sequences in the sidebar.
2. Review existing sequences or select one to edit.
3. To build a new workflow, look for the option to create a sequence from the list view.
4. Define your trigger condition, then add each message step with its timing and content.

> Tip: Pair sequences with your quotes workflow — automating follow-ups on open quotes is one of the fastest ways to recover bookings you might otherwise lose.