Create a Sequence
Learn how to create a Sequence in Topo, including scope, trigger, wait/email/form/filter/tag/promotion/goal steps, testing mode, dry runs, activation requirements, manual enrollment, reports.
When to use this
Use this article when you need to create a Sequence in Topo. The main staff surface is Staff > Marketing > Sequences. It is written for Managers, Marketing.
What this covers
Scope, trigger, wait/email/form/filter/tag/promotion/goal steps, testing mode, dry runs, activation requirements, manual enrollment, reports
Before you start
Use a staff role with permission to manage marketing sends or sequences.
Verify sender-domain setup before sending to real recipients.
Create subscribers, lists, segments, and email categories before choosing an audience.
Respect unsubscribe status and category preferences.
Use dry runs, previews, or test sends before activating an automation or broadcast.
Steps
Open Sequences and create a draft sequence.
Set name, description, location scope, trigger, re-entry, and exit rules.
Add the entry step and workflow steps such as wait, email, filter, tag, form, or goal.
Keep the sequence in draft or testing while building.
Run dry runs and review reports.
Activate only after confirming the workflow and sender readiness.
What happens after saving or completing this
Topo saves the record in your gym account and updates the related staff screens.
Member-facing visibility, checkout behavior, access, email delivery, inventory, or reports may change depending on the workflow.
Review the affected profile, checkout, signup page, report, or audience before considering the task complete.
Common issues and fixes
A sequence without an entry step cannot run meaningfully.
Active sequences should be edited carefully because people may already be enrolled.
Testing mode and dry runs are the safer path before activation.
Bulk send is disabled: verify sender-domain setup and confirm the environment allows real marketing sends.
Recipients are skipped: check subscription status, category preferences, selected lists, selected segments, and whether the audience has subscribed recipients.
AI or automation content looks wrong: update the source Help Docs, templates, or sequence steps, then review the draft before sending.
If testing cannot start, pick a subscribed test recipient and add at least one workflow step.
Related articles
Marketing Contacts Overview
Build a Segment
Configure Email Delivery