A sequence is a reusable multi-step outreach flow. It defines what happens to each contact: which emails to send, how long to wait between steps, when to branch based on conditions, and when to assign tasks.
Creating a New Sequence
- 1
Go to Sequences in the sidebar.
- 2
Click 'New Sequence' (or use the dropdown to select 'New from Template').
- 3
Enter a name and optional description.
- 4
Use the visual builder to add and connect nodes.
- 5
Configure each node's settings (email content, wait duration, conditions, etc.).
- 6
Save your sequence — it starts in DRAFT status.
- 7
When ready, click 'Publish' to create an immutable version that can be used in campaigns.
Available Node Types
| Node | Purpose | Configuration |
|---|---|---|
| Start | Entry point of the sequence. Every sequence must have exactly one. | No configuration needed. |
| Send Email | Sends an email to the contact. | Subject, body (HTML/text), template selection, variables. |
| Wait | Pauses the sequence for a specified duration. | Duration in hours/days. |
| Condition | Branches the flow based on contact behavior. | Condition type (opened, clicked, replied). |
| Task | Creates a manual task for a team member. | Title, description, assignee type, due date offset. |
| Goal | Marks a conversion/success point in the sequence. | Goal label for analytics tracking. |
| Notify | Sends an internal notification to your team. | Notification label and message. |
Start with a simple sequence: Start → Email → Wait (3 days) → Email → Goal. You can always add more complexity later.
Related Articles
Sequence Statuses & Lifecycle
Understanding sequence statuses and how they affect campaigns.
Sequence Versioning
How sequence versioning works and why it matters for campaign integrity.
Best Practices for Building Sequences
Expert tips for designing effective outreach sequences that get results.
Deleting a Sequence
What happens when you delete a sequence and how it affects campaigns.