Create a sequence

  1. Open your campaign and go to Sequences.
  2. Click New sequence.
  3. Give the sequence a Name and a Subject.
  4. Choose Initial outreach, or Nurture for a sequence that only contacts prospects you've reached before (see What is a nurture sequence?).
  5. Choose HTML or Plain text. Plain text has better deliverability; see Plain text messages.
  6. Write the first email. It's always the first step.
  7. Click Add step to add follow-ups. For each step, pick a type (Email, LinkedIn, Phone or Task) and how many business days to wait.
  8. Save the sequence.

Make your emails personal with variables such as [first-name] and [company], in both the subject and the body.

You can drag steps to reorder them, change a step's type, and turn steps on or off with the Active checkbox. Once saved, use Send test email to check how an email looks (see Send a test email). You can come back and edit the sequence at any time.