Overview
Authorized managers on the enabled client use Sequences to build reusable outreach plans. The library shows each sequence, its steps and version. Saving a sequence does not enroll or contact anyone. Existing assignments retain the version they started with.
How to use this page
Name the audience
Select Create sequence, or Edit sequence on an existing library card. Enter a Sequence name for the persona or audience, then Continue. No industry match is required.
Build the steps
Choose Manual call, Reviewed email or Automatic email. Set each Task title and delay in hours. The first delay starts after assignment; later delays start after the previous task completes. Use Add step, Move up, Move down or Remove step to arrange one to twenty steps. Complete required email content and fix displayed validation before Continue.
Add email copy and attachments
Use the email editor for subject and body fields. Insert Field supports First Name, Last Name, Company Name and Industry. Attach document accepts PDF, Word, Excel, CSV or text, up to five files per email, 20 MB each and 25 MB total. Review filenames and remove unwanted attachments before saving.
Review and save
Check step order, delays, email subjects and attachment counts under Review and save. Sender and signature come from the assigned SDR. Automatic emails still follow sending windows and mailbox checks; reviewed emails wait for the SDR to send. Select Save sequence. If the library refresh fails after saving, refresh the page rather than creating another sequence.
Choose contacts separately
After saving, use Choose contacts. Select eligible contacts and an assignee in Contacts, review enrollment, then work assigned tasks in Work queue. Enrollment and due automatic emails are separate from sequence saving.
What the buttons do
- Create sequence / Edit sequence
- Starts a new plan or edits a new version of an existing sequence.
- Continue / Back / Back to sequences
- Moves through the three editing stages or returns to the library without saving.
- Add step / Move up / Move down / Remove step
- Arranges the plan before saving.
- Save sequence
- Saves a version for future assignments without enrolling or contacting anyone.
- Choose contacts
- Opens separate contact selection and enrollment.