Video Tutorial
Overview
The Sequence Builder is a visual drag-and-drop interface for creating multi-channel outreach sequences with conditional logic. Build workflows by adding steps, connecting them, and defining branching paths based on contact engagement.
Using Sequences
Using Sequences
Adding Steps
Click the + button on any node to open the Add Step popup. Choose the step type to add:
Step Type | Execution | Description |
Automated | Send automated emails with engagement tracking | |
SMS | Automated | Send automated SMS messages |
Phone Call | Manual | Create call tasks for the campaign owner |
Manual | Create connection request tasks | |
Wait | Automated | Pause the sequence for a specified duration |
Node Types
Email Node (Automated)
Send automated emails with branching based on recipient engagement.
Properties
Field | Required | Description |
From Email | Yes | Sender email address |
Display Name | No | Name shown to recipients |
Content Library | Yes | Select an Email Template from Content Library |
Track Reply Emails | No | Enable to track recipient replies |
Reply-To | No | Displays if tracking enabled; address for recipient replies |
Attachments | No | Add file attachments |
Test Section | No | Send test email to verify configuration |
Branching Outcomes
Outcome | Description |
Replied | Contact responded to the email |
Opened Email | Contact opened but did not reply within a timeframe |
Pending | Awaiting response |
No Response | Contact did not respond within a timeframe |
SMS Node (Automated)
Send automated SMS messages to the contact's mobile number.
Properties
Field | Required | Description |
Content Library | Yes | Select an SMS Template from Content Library |
SMS Content | Yes | Loaded from template; editable |
Test Section | No | Send test SMS to verify configuration |
Phone Call Node (Manual)
Create an outbound call task assigned to the campaign owner. Tasks appear in the Tasks module for execution.
Properties
Field | Required | Description |
Content Library | No | Select a Phone Script from Content Library |
Execution Window | Yes | Deadline timeframe for task completion |
Call Notes | No | Loaded from template; editable |
Branching Outcomes
Outcome | Description |
Interested | Contact engaged positively |
Not Interested | Contact reached but declined |
Can't Contact | Contact couldn't be contacted |
Note: The contact moves to the corresponding branch based on the outcome you select when completing the task.
LinkedIn Node (Manual)
Create a LinkedIn connection request task assigned to the campaign owner.
Properties
Field | Required | Description |
Content Library | No | Select a Connection Message Template from Content Library |
Execution Window | Yes | Deadline timeframe for task completion |
Connection Message | No | Loaded from template; editable |
Branching Outcomes
Outcome | Description |
Completed | Connection request sent |
Skipped | Task was skipped |
Wait Node (Automated)
Pause the sequence for a specified duration before proceeding to the next step.
Properties
Field | Required | Description |
Delay Duration | Yes | Numeric value for pause length |
Delay Unit | Yes | Hours or Days (Default: Hours) |
Building a Sequence
Step-by-Step Workflow
Click Create Sequence from the Sequences page
Enter a Sequence Name and select Entity Type (Candidate or Client)
The canvas opens with a Start node
Click + to add your first step (e.g., Email)
Configure the node properties in the side panel
Add a Wait node to set timing between steps
Continue adding steps and configuring branching logic
Click Save to store the sequence
Content Library
Content Library
The Content Library is your centralized hub for creating and managing reusable message templates across all communication channels. Whether you're crafting emails, LinkedIn connection messages, phone scripts, or SMS messages, the Content Library ensures your outreach stays consistent, professional, and personalized at scale.
Templates created here integrate directly with the Sequence Builder, allowing you to reference your content when designing campaign workflows. Using merge tags, templates automatically populate with each contact's specific information—so you write once and personalize for everyone.
Creating New Content Template
To create a new template:
Click the Create Content button at the top of the page.
The Content Create Modal opens.
Select the content type.
Choose your editor mode (Visual Builder or Plaintext, depending on content type).
Enter your template name and compose your content using merge tags for personalization.
Click Save to add the template to your library.
Content Types & Editors
The Content Library offers different editing experiences depending on the communication channel. This ensures you have the right tools for each type of message.
Visual Builder (Email Only)
The Visual Builder is a drag-and-drop email template designer powered by the Unlayer Editor. It lets you create professional, richly formatted emails without writing any code. You can build responsive emails with text, images, buttons, and more—all with full merge tag support for personalization.
Key Capabilities:
Responsive Design: Templates automatically adjust for desktop and mobile viewing. You can apply device-specific styling such as hiding elements on mobile, adjusting spacing, or changing font sizes.
Content Elements: Add text blocks, images, buttons, dividers, spacers, icons, navigation menus, social links, videos, countdown timers, and custom HTML blocks. Use the flexible columns system to create multi-column layouts with full control over padding, alignment, colors, borders, backgrounds, and animations.
Reusable Blocks: Group multiple elements into reusable blocks—such as headers, footers, product cards, or call-to-action sections. Save these blocks to reuse across templates or share with your team. Organize blocks into categories for easy access.
Body & Global Settings: Control global styles including content width, typography, background colors, link colors, and theme settings. These settings ensure brand consistency across all your email templates by applying default padding, fonts, and layout rules.
Plaintext Editor (Email)
For simpler email templates that don't require rich formatting, the Plaintext Editor offers a streamlined experience with essential text controls.
Key Capabilities:
Core Text Formatting: Apply basic styling like bold, italic, headings, and text alignment. Markdown-style autoformatting is also supported.
Source Editing: Access direct HTML/source editing with syntax highlighting for advanced users who need precise control over their email markup.
Block Formatting: Add block-level elements like headings, quotes, and horizontal lines. Use "show blocks" visualization to see your content structure.
Editor Options: Choose from minimal or rich UI layouts (Classic, Inline, Balloon, etc.) based on your preference.
Content Editor (LinkedIn, Phone Script, SMS)
For channels that only accept plain text—LinkedIn Connection Messages, Phone Scripts, and SMS—the Content Editor provides a clean, distraction-free writing environment.
This pure text editor focuses on crafting clear, concise messages. Merge tags are fully supported, ensuring your personalization works seamlessly across all channels.
Merge Tags
Merge tags are placeholders that automatically populate with each contact's specific information when your outreach is sent. They're the key to personalization at scale.
Category | Merge Tag | Description | Data Source | Example Value |
Contact |
| Lead's first name | Leads in a campaign | John |
Contact |
| Lead's last name | Leads in a campaign | Smith |
Contact |
| Lead's full name (first + last) | Leads in a campaign | John Smith |
Contact |
| Lead's email address | Leads in a campaign | |
Contact |
| Lead's phone number | Leads in a campaign | +1-555-123 |
Contact |
| Lead's current job title | Leads in a campaign | Senior Software Engineer |
Contact |
| Lead's current employer/company | Leads in a campaign | Acme Corporation |
Contact |
| Lead's current company | Leads in a campaign | Acme Corporation |
Contact |
| Lead's location | Leads in a campaign | San Francisco, CA |
Contact |
| Lead's city | Leads in a campaign | San Francisco |
Contact |
| Lead's country | Leads in a campaign | United States |
User |
| Your (sender's) first name | Settings/ User Profile | Sarah |
User |
| Your (sender's) last name | Settings/ User Profile | Johnson |
User |
| Your (sender's) full name | Settings/ User Profile | Sarah Johnson |
User |
| Your (sender's) email address | Settings/ User Profile | |
User |
| Your (sender's) phone number | Settings/ User Profile | +1-555-9876 |
User |
| Your company/firm name | Settings/ Company Info | The Access Group |
Dynamic |
| Current date in YYYY-MM-DD format | System | 2024-12-16 |
Dynamic |
| Current time in HH:MM:SS format | System | 14:30:00 |
Dynamic |
| Current day of the week | System | Monday |
Tip: When creating templates for phone scripts or LinkedIn messages, merge tags help you prepare personalized talking points even for manual outreach. The system populates the tags before displaying the content in your Task execution modal.