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Email Followup Series

Create, Edit, and Publish an Email Series

Summary: A series consists of a confirmation email and 1, 3, 5, or 7 marketing emails. The AI writes the content based on your instructions, or you can use pre-written texts from the “Email Sequences” tool. Emails are not sent until the series is published and linked to a landing page.

Where: “Email Settings → Series & Content”

Series or Sequence: The Difference

Email Sequence

Email Series

Where

"Email Sequences" tool

“Email Settings → Series & Content”

What

Plain text

Emails ready to send with design, footer, and unsubscribe link

Will be sent

No

Yes

A sequence is the text template. A series is what your leads receive.

Series status

Status

Meaning

“Draft”

In progress. Cannot be triggered; nothing is sent

“Published”

Can be linked to landing pages

"Archived"

Can no longer be edited

A published series cannot be reverted to draft status. Deleting or archiving series yourself is currently not possible.

Create a new series

  1. Click “+ New Series.”

  2. Step “Select Sequence”: Choose a pre-made sequence or click “Start Without a Template” and select the length.

  3. "Review & Create" step: Enter a name. If necessary, review the consent text by clicking "View/Edit."

  4. Click “Create Series.”

You’ll see the progress during creation: “Series is being created…”, “Confirmation email is being created…”, “Email 1 of 3 is being created…”. After that, the editor will open.

With or without a template

With a sequence

Without a template

Length

Determined by the sequence

You choose 1, 3, 5, or 7

Name

Predefined, can be changed

Blank; you assign it

Confirmation email

Will be generated

Will be generated

Marketing emails

Created from the sequence

Blank—you create them in the editor

Text

Copied verbatim. Subject line, preview text, and design are added

The AI writes according to your instructions

How length is determined for templates

Sequences are only available in lengths of 1, 3, 5, and 7. A sequence is rounded up to the next appropriate length.

Emails in the sequence

Series length

1

1

2

3

Email 3 is empty; you can create it in the editor

3

3

4

5

Email 5 is empty

5

5

6

7

Email 7 is empty

7

7

more than 7

7

Only the first 7 are included

The 25 most recent sequences are displayed. Emails with less than 10 characters of text are not counted.

The consent text

Default text: “Yes, I would like to receive the email series from [your company]. I can unsubscribe at any time using the link in each email. See the privacy policy for more information.”

  • Length: 20 to 2,000 characters.

  • It is saved as proof with each registration.

  • It cannot be changed after it has been created.

What is fixed after creation

Property

Can it be changed after creation?

Name

No

Length

No

Consent text

no

Language

No

Subject, preview line, content

Yes, at any time

If you need a different length or a different consent text, create a new series.

Series Language

The language is not specified. It is determined by the language you use on Christiani.AI when creating the series (German or English). It determines the default confirmation email, the button labels, the unsubscribe notice in the footer, and the language in which the AI writes. Copied text is not translated.

The Editor

You can open it by clicking “Design Emails” in the series list.

  • On the left, select the email: “Confirmation Email,” “Email 1,” “Email 2,” etc.

  • In the middle, you can edit the subject line, preview text, and body.

  • On the right, you’ll see the live preview, which you can switch between “Desktop” and “Mobile.” Your own name is used as an example.

  • At the top, you’ll see the progress, e.g., “2/3 emails created.”

Create a New Email

  1. Select an email labeled “Still empty.”

  2. In the “Instructions” field, describe the content, purpose, and tone (3 to 2,000 characters).

  3. Click “Generate.”

  4. Wait 30 to 60 seconds.

Example of an instruction: “Introduce our free guide, list the three main benefits, and invite the recipient to a first consultation at the end. Keep it factual, without any sales pressure.”

Edit the email

  1. Select the email.

  2. In the “Change Request” field, describe only what needs to be changed.

  3. Click “Revise.”

The current version remains the basis. Note: When revising, the AI may also adjust the subject line and preview text. Check both afterward.

Edit the text directly?

You cannot type directly into the email text. Changes to the content are always made via “Revise.” Formulate your request as precisely as possible, e.g., “In the second paragraph, replace ‘free’ with ‘no-obligation.’ Don’t change anything else.”

You can edit the following directly:

Field

Boundary

Subject

1 to 300 characters

Preview line

Up to 300 characters

Both fields become active only after the email has been created. Click “Save” to confirm your changes.

What emails can contain

  • Paragraphs and line breaks

  • Bulleted lists

  • Buttons with links

  • Images

Bold text and subheadings are not included in the text.

The AI inserts buttons. In your instructions, specify the label and destination, e.g., “Insert a ‘Book an Appointment’ button at the end that links to https://deine-domain.de/termin.” Links must begin with https://.

Add an image

  1. Click “Add Image.”

  2. Select an image from your media library.

  3. A line beginning with [BILD: will appear in the instruction field. Leave it as is.

  4. After that, describe where the image should appear, e.g., “after the first paragraph.”

  5. Click “Generate” or “Revise.”

Personalized Greeting

The emails can include the lead’s first name. The AI uses the placeholder {{ first_name }} for this.

Note: If your lead hasn’t provided a first name, the field will remain blank. “Hello Anna,” will then become “Hello ,”.

Here’s how to avoid this:

  • Make the “First Name” field on your landing page a required field, or

  • ask the AI to use a greeting without a name, e.g., “Use only ‘Hello,’ without a name as the greeting.”

When importing from a sequence, old placeholders like %VORNAME% are automatically converted.

The confirmation email

"Custom Instruction" field

Result

empty

Standard confirmation email in your design

Filled out

The AI writes its own version

The confirmation button is always inserted automatically. The confirmation email does not contain an unsubscribe link; all marketing emails always include one.

Send a test email

  1. Select the email. It must already have been created.

  2. Enter an address under “Send test email to.” Your own address is preselected.

  3. Click “Send.”

Feature

In the test

Subject

starts with “[Test]”

Sender

Preview address from Christiani.AI, not your own domain

Confirmation and unsubscribe link

Disabled

Other links and buttons

work

Name in the salutation

Your own name

Starts a series

No

The test shows you the appearance and content. It does not indicate whether emails from your domain are delivered reliably. To check that, you’ll need to sign up yourself on your landing page.

Publish the series

In the series list, click “Publish” next to a draft.

The following is checked:

Prerequisite

Where to fix it

Sending domain set up

Sender & Domain

Sender name and sender address are present

Sender & Domain

Domain “Verified”

Sender & Domain

"Ready to Send"

Sender & Domain

Link to the Privacy Policy

Footer & Legal Notice

Your Company’s Website

Footer & Legal Notice

Base address for confirmation links

Save footer once

Company name cannot be empty

Company Profile

Confirmation email created

Editor

All marketing emails created

Editor

If something is missing, the "Not yet possible:" list appears. All messages with solutions: [LINK ARTIKEL 11]

After publishing, link the series to a landing page: [LINK ARTIKEL 07]

Edit a Published Series

You can edit a published series directly in the editor: subject line, preview text, and content.

  • Changes apply to all future mailings.

  • This also applies to leads who are currently in the middle of the series. They’ll receive the new version starting with the next email.

  • Emails that have already been sent remain unchanged.

Note: The series list still states at the top that published series are “frozen.” This information is outdated.

Duplicate a series

"Duplicate" creates a draft named "[Name] (Copy)." The language, length, consent text, and all emails are carried over.

This is useful if you want to test a variation without altering the current series.

You might get stuck here

Problem

Solution

No sequence to select

In the “Email Sequences” tool, first create a sequence or select “Start Without a Template”

Emails are missing after creation

Create the missing emails individually in the editor

"Please complete the setup first (sender, website, and privacy policy link)."

Fill out the footer and save

“Please describe the email first in a brief description.”

Enter the description; it must be at least 3 characters long

“The description must be 3–2,000 characters long.”

The field must not be left blank, even when editing

“The email could not be created at this time.”

Click “Try again”

The subject field is grayed out

The email has not been created yet

The “Send” button for the test email is missing

The email has not been created yet

The test email isn't arriving

Check the spam folder

Name, length, or consent is incorrect

Create a new series. These values cannot be changed

"Archived series can no longer be modified."

Duplicate the series and edit the copy

Obstacles in the editor are in English

Click “Publish” in the series list; there, they are displayed in German