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geni crm sequences

List and manage per-person email sequence drafts inside campaigns.

Sequences are per-person email drafts, fully personalized, each living in exactly one campaign. The CLI reads and manages drafts; delivery is a campaign sync to an external sequencer (Instantly, Smartlead, CSV) from the dashboard. With no verb, geni crm sequences lists drafts.

list (default)

geni crm sequences --campaign cam_01HX

List sequence drafts across the workspace, one campaign, or one person.

Arg / FlagNotes
[query]Match person name, company, or recipient.
--person <id>Only this person's drafts.
--campaign <id>Only drafts in this campaign.
--jsonMachine-readable output.

get

geni crm sequences get seq_01HX --field campaignId

Print one draft with its steps.

Arg / FlagNotes
<id>Sequence id.
--field <path>Print one dotted-path value.

create

geni crm sequences create --person per_01HX --campaign cam_01HX --json '{"steps":[{"subject":"Quick question","body":"Hi Ada, …","waitDays":0},{"body":"Bumping this…","waitDays":3}]}'

Draft a sequence for a person in a campaign, adding them as a member if needed. --json is { steps: [{ subject?, body, waitDays }], recipientContactPointId? }. The first step carries the subject and waitDays: 0; follow-ups reply in-thread after waitDays with no reply. A member has one draft per campaign, so creating again rewrites the existing draft (the next sync updates the lead instead of duplicating it).

FlagNotes
--person <id>Required. Person the sequence targets.
--campaign <id>Required. Campaign the draft belongs to.
--json <body>Required. JSON sequence definition.

update

geni crm sequences update seq_01HX --json '{"steps":[{"subject":"Quick question","body":"Hi Ada, …","waitDays":0}]}'

Replace a draft wholesale (steps and recipient). The next campaign sync pushes the new copy to linked sequencers.

Arg / FlagNotes
<id>Sequence id.
--json <body>Required. JSON sequence definition.

delete

geni crm sequences delete seq_01HX

Delete a draft. The person stays a member of the campaign.

ArgNotes
<id>Sequence id.

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