Who can use sequences?

Admins, managers and team members. Limited members and interviewers don’t see Sequences.

How to set up an outreach sequence

In Sequences, name a new sequence, pick its sourcing project and choose Create sequence. It starts with an email, a follow-up after 72 hours and a task; edit the steps and the Sending schedule, then enroll people with Add from shortlist. A reply, a bounce or an unsubscribe stops it for that person.

Create a sequence#

Step 1: Open Sequences in the sidebar.
Step 2: Enter a New sequence name and pick a sourcing project.
No project yet is fine; you can add one later.
Step 3: Choose Create sequence.
It starts with three steps: an email straight away, a follow-up email after 72 hours, and a manual task after 72 more.
Step 4: Edit the steps.
Each delay begins after the previous step. A sequence has up to 12 steps.
Step 5: Set the Sending schedule, then enroll people.

Steps#

Step	What happens
Email	An email in your words, with tokens such as `{{first_name}}`, `{{job_title}}`, `{{company_name}}` and `{{sender_name}}`. In a sequence, `{{company_name}}` is the role’s client, or “our team”.
Manual task	A reminder for you to do something yourself, such as a call.
SMS and WhatsApp	A text message, where your workspace has text messaging set up and the person agreed to messages.

Each step has Wait N hours before it, up to 2,160 hours (90 days).

Sending schedule#

Pick the sequence’s Timezone, the hours it sends (From and Until, 09:00 to 17:00 to begin with) and its Daily send limit (50 to begin with, up to 200). Sequences send Monday to Friday, and the limit counts emails, texts and tasks together.

Enroll people#

Choose Add from shortlist to enroll people from the sequence’s sourcing project, up to 100 at a time. People who opted out, bounced, are off-limits, or have no address or consent for that kind of step can’t be picked.

Each email waits for your approval on the Automated emails page, unless an admin turned on Send without approval.

What stops a sequence#

They reply, to any email, once they’re enrolled: Replied.
An email bounces: Bounced.
They unsubscribe: Unsubscribed.
They’re marked do-not-contact or not interested anywhere: Canceled.
Three emails have gone unanswered: “Two follow-ups … already went unanswered.”
They become off-limits.

Every sequence email ends with a short line and a link to unsubscribe, and carries the headers that let mail apps show an Unsubscribe button. Unsubscribing stops every sequence they’re in, but never emails about their own applications.

You can also set someone’s status yourself: changing them to replied, interested or unsubscribed stops their next step straight away. Marking someone unsubscribed also marks them do-not-contact in the project.

Changing a live sequence#

Pause a sequence before editing it. Once anyone is enrolled its steps are fixed: create a new sequence to change them.

Questions about set up an outreach sequence#

Admins, managers and team members. Limited members and interviewers don’t see Sequences.