What Does the Sequence Field Do in an Email Template? (CRM)
Overview
When creating or editing an Email Template in the Dazos CRM, you may notice a field called Sequence. This field controls the order in which the email template appears when multiple email templates are available for selection — for example, within a workflow or a template list.
⚠️ Note: The Sequence field in Email Templates is separate from workflow sequencing. It does not control the order in which workflows run. It applies only to how email templates are ordered and displayed within the template selection experience.
When to Use / Why It Matters
If your team has created multiple email templates, the Sequence field helps you control which templates appear first in a list. This is useful when you want to prioritize commonly used templates or organize templates in a logical order for your team.
Lower sequence numbers appear higher (earlier) in the list.
Higher sequence numbers appear lower (later) in the list.
If no sequence value is set, templates may appear in default or creation order.
Where to Find the Sequence Field
The Sequence field is located on the Email Template creation and edit form inside the CRM.
Navigate to the Email Templates section in your CRM settings or the relevant module.
Open an existing template or create a new one.
Locate the Sequence field — there is one Sequence field per template.
Enter a number to define this template's position relative to other templates.
Save the template.
Tips & Notes
💡 Tip: Use round numbers (e.g., 10, 20, 30) when assigning sequences so you can easily insert new templates between existing ones later without renumbering everything.
⚠️ Important: Do not confuse the Email Template Sequence field with the Sequence setting found in Workflow configuration. Those are two different fields that serve different purposes.
Related Resources
💬 Still have questions? If you're unsure how the Sequence field behaves in your specific setup, contact Dazos Support for clarification.