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Email Series and the Go-home Series

Video walkthrough: Watch on Loom (link coming soon)

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A series is a set of emails that go out on a schedule, timed to each buyer’s own go-home day. Write it once, add a buyer, and the right email reaches them at the right time: six weeks out, two weeks out, the day they bring the puppy home, two weeks after. The Go-home series is written for you; you change the words and add buyers.

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What You Can Do Here

• Turn on a ready-made seven-email Go-home series in one click
• Change the words, the timing, or add and remove emails
• Add buyers from a litter, a waitlist, your applicants, past buyers, or one at a time
• Give each buyer their own go-home date, and move it when plans change
• Let BreederBuddy prompt you, or start the series on its own, when a buyer reserves a puppy
• Pause a buyer, pause the whole series, or take someone out
• See exactly which email each buyer has received, and what’s coming next

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How It Works

Go to Communications, click the Campaigns tab, and make sure Series is selected at the top. Before a series can send, your sending domain and business address need to be in place; the Campaigns article walks through both.

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Start with the Go-home series

1. Click Go-home series (the card marked New). You’ll see all seven emails, each with its timing: 6 weeks before go-home, 4 weeks before, 2 weeks before, 1 week before, on go-home day, 3 days after and 2 weeks after.
2. Click any email to open it. Change the words freely; the greeting and the puppy’s name fill in for each buyer automatically.
3. Change When it goes out on any email, for example 3 weeks before go-home. Click Add an email for another one, or Remove this email for one you don’t need.
4. Choose How buyers join (more on this below), then click Create series. You land on the series page with an empty buyer list.

The Go-home series is one of five starting points. Beside it: Puppy updates while waiting (three photo-and-progress notes before go-home day), the Puppy-raising course (four short lessons across the first month home), First-year check-ins (one month, three months, six months, first birthday), and Guardian home check-ins (settling in, health testing, breeding plans). Each opens in the editor with every email written; words in [brackets] are cues to replace with your own. Click New Series at any time to pick another, or Start from a blank series for your own sequence: anything with a date.

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Add buyers

Each buyer rides the series on their own go-home date, so adding buyers is really two things: who, and when.

1. On the series page, click Add buyers.
2. Pick where they come from: A litter’s buyers, A waitlist, Applicants, Past buyers, A contact type, or search for one person under Or one person. You can combine these: pick a litter, come back and add a waitlist, then add one more person by name.
3. Check the Go-home date next to each buyer. For a litter with a birth date it’s filled in from the litter’s birth date plus your go-home age (set under Settings → Preferences). Dates marked estimated need a look. To give everyone the same date, set it once at the top and click Apply.
4. Under Emails, click All 7 on a buyer to skip emails they shouldn’t get, for example the shopping list for a repeat buyer.
5. Click Add buyers. Each buyer now has a row in the grid, one column per email, showing what has been sent and what’s scheduled.

If a buyer’s go-home day is already close or past, the emails they missed go out one at a time over the next day or so, rather than all at once.

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Let BreederBuddy start it for you

Every series has a setting called How buyers join, in the series editor:

• Suggest it when a buyer reserves a puppy (the usual choice). When you make a contact the owner of a puppy in a litter, BreederBuddy notices and offers the series: on the puppy’s page, on the buyer’s contact card, on the litter page, and on the Communications overview. One click opens Start a series, with the buyer and their estimated go-home date filled in. Click Not for this buyer and you won’t be asked again for that puppy.
• Start it automatically when a buyer reserves a puppy. No prompt. The buyer is added within a few minutes and the activity feed shows it.
• Only when I add buyers myself. No prompts for this series.

A buyer “reserves a puppy” the moment you make them the owner of a puppy in a litter, whichever way you do it: on the puppy’s profile, in the litter’s puppy list, or when a contract or sale sets the owner. If you later change that puppy’s owner, the series stops for the old owner and you’ll see a note in your activity feed. Not every owner is a buyer, and BreederBuddy goes by the contact’s type. A Guardian Family is suggested with a Guardian home label, so you decide; they are never started automatically. A Breeder or Business contact is never treated as a reservation, so no prompt appears when a puppy goes to a partner breeder or a co-owner.

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Pause, change a date, or remove someone

On the series page:

• Change a buyer’s Go-home date right in the grid. Their remaining emails move with it.
• Click Pause on a buyer’s row to hold their emails, and Resume to continue. Nothing is skipped; held emails go out again from where they were.
• Click Remove to take a buyer out. Emails not sent yet won’t go out. If you add them back later, emails they already received are not sent twice.
• Click Pause at the top to hold the whole series, for every buyer, until you click Resume.
• Click Edit emails to change words or timing. Word changes apply to every email not sent yet. Timing changes move every scheduled email to the new time.

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What buyers see

Each email arrives from your sending domain with your kennel name, the buyer’s first name, the puppy’s name and the go-home date filled in. The footer carries your business address and an unsubscribe link. When a buyer replies, the reply lands on your Inbox tab, attached to their contact record.

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Key Terms

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Tips & Common Questions

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Still Have Questions?

We’re here to help. If something isn’t working the way you expect, or you’d like to have a discussion around a certain topic, please reach out to us anytime through the chat in the bottom right corner of your screen. Thank you.