Creating Email Sequences

Email sequences let you automate multi-step outreach campaigns that run on autopilot.

Building a Sequence

1. Go to Sequences in the sidebar
2. Click Create Sequence
3. Name your sequence (e.g., "SaaS Decision Maker Outreach")
4. Add email steps with subject lines and body content

Sequence Steps

Each step includes:

• Subject line: Use merge tags like {{firstName}} for personalization
• Email body: Write your message with merge tags
• Delay: Set days between steps (e.g., 3 days after previous email)

Enrolling Contacts

1. Select contacts from your CRM
2. Choose a sequence to enroll them in
3. The system sends emails automatically based on your schedule

Merge Tags

Available merge tags:

• {{firstName}} — Contact's first name
• {{lastName}} — Contact's last name
• {{company}} — Company name
• {{title}} — Job title
• {{email}} — Email address

Best Practices

• Keep sequences to 3-5 steps
• Space emails 3-5 days apart
• Personalize the first line of each email
• A/B test subject lines
• Monitor open and click rates in Analytics