CRM sequences and marketing consent
Sequences send multi-step outreach from the QrX CRM through the Message Centre. Marketing email only goes out when the address is subscribed and not suppressed. Open Sequences at https://portal.qr-x.app/crm/sequences.
Who can use it
View sequences to open the list and see enrollments on a person.
Manage sequences to create, edit and delete sequences.
Enrol in sequences to enrol people and continue a paused send step.
Consent before marketing email
Every marketing-class send (composer outreach, bulk, sequences) checks consent for that email address. Missing consent is unknown, never subscribed. Unsubscribed or suppressed addresses are skipped. One-click unsubscribe links use a signed token so the recipient can opt out without signing in.
On a person page, the Sequences & consent card shows the marketing email state for the primary address and any active enrollments.
Build a sequence
Open CRM > Sequences and click New sequence.
Name it and choose stop rules (reply, deal won, unsubscribe).
Add steps in order: Send message, Create task or Wait (delay in minutes).
For send steps, write a subject and body (CRM variables like {person.first_name} are filled at send time) or pick a Message Centre template.
Save, then set the sequence to active when you are ready.
Enrol people
From a person page, choose an active sequence and click Enrol. You can also enrol from a capped segment or an automation action when your plan includes those. Enrollments pause with a visible reason when a send needs a signed-in mailbox authority; use Continue from the person card when you are ready.
Background runner
The sequence runner job ships switched off. When QrX turns it on for your environment, due steps run with quiet hours, daily caps and consent rechecked at dispatch. Until then, continue paused send steps from the person page.
Common problems
Send was skipped. The address is unknown, unsubscribed or suppressed. Update consent only when you have a lawful basis and evidence.
I do not see Sequences. Your role needs View sequences, and your CRM plan must include the sequences feature.
When to contact QrX support
Contact QrX support if consent looks wrong after an unsubscribe, or if enrollments stay paused without a clear reason after you continued them.