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Email Sequences

An email sequence in Perspective is an automated multi-step email campaign connected to a funnel. When a contact converts through a funnel, they can be enrolled in a sequence that sends them a series of emails — a welcome flow, a nurture series, a post-booking confirmation, or any other triggered outreach.

:::note MCP-only capability Email sequences are managed exclusively through the Perspective MCP server. There are no REST API endpoints for creating, editing, or publishing sequences. If you are building an AI assistant or automated workflow, the MCP tools described on this page are the right integration path. :::

Sequences and steps​

A sequence is composed of steps, where each step is an individual email. Steps are ordered and can be configured with delays (send immediately, send after N days, send on a specific day of the week, etc.) to create a paced nurture flow.

Each step has a subject line and an HTML email body. The body is rendered from a structured content format and supports personalization tokens drawn from the contact's CRM properties — for example, {{firstName|there}} to greet the recipient by name with a fallback.

The MCP tools allow an AI agent to:

  • List existing sequences and retrieve a specific sequence by ID
  • Inspect the steps within a sequence, including their HTML content
  • Create a new sequence with a name, funnel association, and initial configuration
  • Add, edit, or reorder steps within a sequence
  • Send a test email for a given step to verify rendering before going live

See MCP Sequences tools for the full tool catalog.

Senders and domains​

Before a sequence can send emails, it needs a configured sender (a verified email address that appears in the "From" field) and an associated domain (the sending domain used for deliverability authentication).

Perspective manages sender verification and domain authentication internally. Through the MCP tools you can:

  • List the available senders on the account
  • List the configured domains
  • Assign a sender and domain to a sequence

Choosing the right sender matters for deliverability and brand consistency. If your account has multiple brands or business units, you may have separate senders per brand.

See MCP Domains and Senders tools for details.

Publishing and unpublishing​

A sequence starts in a draft state. While in draft, no emails are sent to real contacts — you can freely edit steps, test the rendering, and adjust timing. When the sequence is ready, publishing it activates the automation: contacts who match the trigger condition from that point forward will be enrolled.

The MCP tools support both publishing and unpublishing a sequence. Unpublishing pauses enrollment (contacts already mid-sequence continue receiving their scheduled steps, but new contacts are not enrolled).

Test emails​

Before publishing, use the MCP's test email tool to send a preview of any step to a specified address. The test email renders personalization tokens with sample or default values so you can verify the layout, font rendering, and content across email clients before going live.

See MCP Sequences tools for the full tool catalog, including drafting and publishing sequences.

Sequence statistics​

Once a sequence is live and sending, you can pull engagement metrics — delivery rates, open rates, click rates — through the MCP tools. Sequence stats are available at both the sequence level (aggregate across all steps) and the step level (per-email breakdown).

These statistics complement the funnel-level messaging KPIs available through the REST metrics endpoints (kpi_messages_sent, kpi_messages_delivery_rate, kpi_messages_open_rate). The funnel-level KPIs give you a top-line view; sequence stats give you per-step granularity.

See MCP Sequence Stats tools for details.

Email generation​

The MCP server includes an email generation capability backed by a production-safe HTML email skill. When an AI agent drafts a step, it generates standards-compliant HTML — XHTML transitional doctype, table-based layout for cross-client compatibility, inline styles, bulletproof CTA buttons, and a Perspective footer with the required unsubscribe token. The subject line and preheader are generated alongside the body.

This means an AI agent can take a brief like "write a welcome email for new leads from the fitness quiz" and produce a ready-to-send HTML email step, using the funnel's CRM property schema for personalization token validation.

Connecting sequences to funnels​

Sequences are linked to a funnel at creation time. The funnel association determines which contact records can be enrolled and which CRM properties are available for personalization. If you need to send different sequences for different funnels (for example, separate nurture flows per campaign), create one sequence per funnel.