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Build Sequences quick start

Create reusable multi-step outreach workflows using the visual sequence builder.

Written by Terence Cassidy
Updated over a month ago

Sequences define the order, channels, and timing of outreach actions that campaigns use to engage contacts consistently.


Create a New Sequence

  1. Go to the Sequences module from the main navigation.

  2. Click Create Sequence, then enter a sequence name.


Add Outreach Steps

  1. Click the plus icon on the canvas to add a step.

  2. Select an automated or manual action and configure its properties.


Configure Branching and Wait Times

  1. Define wait times to control when the next step runs.

  2. Configure branching outcomes based on engagement or task results.

πŸ“Œ Note: Sequences remain editable after creation and can be updated at any time.


Reuse Sequences in Campaigns

  1. Select an existing sequence during campaign creation.

  2. Customize steps if needed without affecting other campaigns.


πŸ’‘ Best Practices

  • Keep sequences focused to avoid overloading contacts.

  • Use wait times that reflect realistic response expectations.

  • Test sequences before applying them to live campaigns.


πŸ€” FAQs

Q1: Can I use the same sequence in multiple campaigns?

Answer: Yes, sequences are reusable and can be selected for multiple campaigns.

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