# Help with Automation Sequence

**URL:** <https://community.brevo.com/t/help-with-automation-sequence/1169>\
**Category:** Automations\
**Created:** [Avril 16, 2024, 4:53 UTC](https://community.brevo.com/t/help-with-automation-sequence/1169 "2024-04-16T04:53:39Z")\
**Posts on this page:** 9\
**Page:** 1

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**Author:** ![MemberGate](https://avatars.discourse-cdn.com/v4/letter/m/5daacb/32.png) [@MemberGate](https://community.brevo.com/u/MemberGate)\
**Post date:** [Avril 16, 2024, 4:53 UTC](https://community.brevo.com/t/help-with-automation-sequence/1169/1 "2024-04-16T04:53:39Z")

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Just starting with Brevo

Got a working form

Got an Automation (sequence) set up eg:  
added to list - wait - send this message - wait - now send this message …etc etc

But the only way I could add messages, was to use Templates…every email in the sequence has to be a Template?

That can’t be right…can it?

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**Author:** ![Fibo](https://dub1.discourse-cdn.com/flex013/user_avatar/community.brevo.com/fibo/32/105_2.png) [@Fibo](https://community.brevo.com/u/Fibo)\
**Post date:** [Avril 16, 2024, 9:00 UTC](https://community.brevo.com/t/help-with-automation-sequence/1169/2 "2024-04-16T09:00:21Z")

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Hello @MemberGate,

For some insight, perhaps this reply in a similar thread might be helpful to differentiate campaigns from transactional mails: [Link to the thread](https://community.brevo.com/t/how-to-send-campaign-non-transactional-emails-inside-an-automation/251/2).

That being said, are you limited in some way? Please elaborate 🙂

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**Author:** ![MemberGate](https://avatars.discourse-cdn.com/v4/letter/m/5daacb/32.png) [@MemberGate](https://community.brevo.com/u/MemberGate)\
**Post date:** [Avril 16, 2024, 10:22 UTC](https://community.brevo.com/t/help-with-automation-sequence/1169/3 "2024-04-16T10:22:00Z")

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These are emails which progress the story and have links back to my site

They should go to anyone who completed the form

Its an automation sequence

When I add a new step which is typically ‹&nbsp;wait 1 day&nbsp;› I then want to continue the story and progress the ‹&nbsp;conversation&nbsp;›

But the only way I can add a new email to the sequence is to create a new Template

It’s not a Template though, it’s just the next email

I was expecting to use the Template and update it with the new email text and save that message

But instead zi am building a lot of Templates

Not transactional IMO - when they buy, they are moved to a ‹&nbsp;buyers&nbsp;› list

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**Author:** ![Fibo](https://dub1.discourse-cdn.com/flex013/user_avatar/community.brevo.com/fibo/32/105_2.png) [@Fibo](https://community.brevo.com/u/Fibo)\
**Post date:** [Avril 16, 2024, 2:52 UTC](https://community.brevo.com/t/help-with-automation-sequence/1169/4 "2024-04-16T14:52:56Z")

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I’m trying to understand your issue. I think it is perfectly fine to create different email Templates for every step in your clients journey. Each Email-Template will have a fitting text for a given purpose along with some Placeholders maybe.

Transactional Email Templates are ideal for scenarios like e.g.:

1. **Account Creation Confirmation:** When a user signs up for a new account on your website or platform, you can send them a confirmation email to verify their email address and welcome them to the platform.
2. **Password Reset:** If a user forgets their password and requests a reset, you can send them an email containing a link to reset their password securely.
3. **Subscription Confirmation:** When a user subscribes to a newsletter, blog updates, or any other recurring content, you can send them a confirmation email to verify their subscription.
4. **Booking Confirmation:** For businesses like hotels, airlines, or event venues, sending a confirmation email after a user makes a booking is crucial to provide them with details about their reservation.
5. **Appointment Reminders:** For service-based businesses such as doctors’ offices or salons, sending reminders about upcoming appointments helps reduce no-shows and keeps clients informed.
6. **Feedback Requests:** After a user interacts with your product or service, you can send them an email requesting feedback to gather insights for improvement.
7. **Account Activity Notifications:** Inform users about important activities on their account, such as changes to their profile, security-related events, or updates on their submitted content.
8. **Shipping Updates:** If your business involves shipping physical goods, sending email updates about the status of an order, including tracking information, is essential for keeping customers informed.
9. **Policy Updates:** Notify users about changes to your terms of service, privacy policy, or any other important policies that affect their interaction with your platform.
10. **Event Reminders:** For webinars, workshops, or other events, sending reminders with event details and access links helps ensure attendees don’t miss out.

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**Author:** ![MemberGate](https://avatars.discourse-cdn.com/v4/letter/m/5daacb/32.png) [@MemberGate](https://community.brevo.com/u/MemberGate)\
**Post date:** [Avril 16, 2024, 4:16 UTC](https://community.brevo.com/t/help-with-automation-sequence/1169/5 "2024-04-16T16:16:28Z")

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The word ‹&nbsp;Template&nbsp;› means… well… template!  
A preformed framework  
i am expecting to set up one template and then edit parts of it for each sequential message  
But I am copying the Template each time, renaming it, saving it then editing it

That’s cumbersome  
And I’ve already saved 6 templates in this sequence - the Template section is going to be huge as I create new sequences?

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**Author:** ![ahudavert](https://dub1.discourse-cdn.com/flex013/user_avatar/community.brevo.com/ahudavert/32/14_2.png) [@ahudavert](https://community.brevo.com/u/ahudavert)\
**Post date:** [Avril 17, 2024, 10:58 UTC](https://community.brevo.com/t/help-with-automation-sequence/1169/6 "2024-04-17T10:58:54Z")

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Hi @MemberGate , indeed: on Brevo, when you want to send an email, either as a newsletter email or as a transactional email, you have to create templates.

Once created, you can find them all in your Templates section, and manage them: edit them, duplicate them, deactivate them, etc etc

And what you’re saying is that you find the steps needed to create a new template from the automation a bit too time consuming?

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<div class="post-metadata">

**Author:** ![MemberGate](https://avatars.discourse-cdn.com/v4/letter/m/5daacb/32.png) [@MemberGate](https://community.brevo.com/u/MemberGate)\
**Post date:** [Avril 17, 2024, 1:11 UTC](https://community.brevo.com/t/help-with-automation-sequence/1169/7 "2024-04-17T13:11:27Z")

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Hi @ahudavert (Alexandre)  
Well, clunky I suppose

I would expect a template to be something you craft once and then copy, edit and save the new version as a title in it’s own right, then post that message to the Automation

That way - when I start a new campaign, I can use the campaign name for the Automation Sequence Template and the messages a re sub-document’s or ‹&nbsp;children&nbsp;›

But I can see a time when I need to be really smart about naming Templates and the Template selection getting challenging to navigate

Tom

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<div class="post-metadata">

**Author:** ![ahudavert](https://dub1.discourse-cdn.com/flex013/user_avatar/community.brevo.com/ahudavert/32/14_2.png) [@ahudavert](https://community.brevo.com/u/ahudavert)\
**Post date:** [Avril 17, 2024, 2:28 UTC](https://community.brevo.com/t/help-with-automation-sequence/1169/8 "2024-04-17T14:28:14Z")

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Indeed, I see what you mean. It could have been a different way for us to implement templates.

On Brevo each new email is stored as a new template, so that you can find them all in one place, and if need be re-use it somewhere else: for example, if you created a template for a newsletter, but for any reasons you need to use it inside an automation as well, you can do it easily.

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**Author:** ![DemarcusPreston](https://avatars.discourse-cdn.com/v4/letter/d/43a26b/32.png) [@DemarcusPreston](https://community.brevo.com/u/DemarcusPreston)\
**Post date:** [Août 14, 2024, 8:44 UTC](https://community.brevo.com/t/help-with-automation-sequence/1169/9 "2024-08-14T08:44:27Z")

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Yes, it looks like on Brevo, each email in your sequence needs to be set up as a separate template. It might seem a bit tedious to create and manage multiple templates, especially if you’re used to a different system.

One approach you might consider is creating a base template with placeholders and then duplicating and modifying it for each email in your sequence. This way, you have a consistent format and only need to update the content specific to each step.

If this becomes a hassle or you find yourself managing a lot of templates, you might want to check out solutions like [Sugar Enterprise](https://www.enable.services/), which could offer more flexibility with template management in automation sequences.
