Overview
Build a ready-to-launch outreach sequence using pre-built email templates.
Prerequisites
- Email sender connected
- Lead list uploaded or CRM integrated
Create Sequence from Template
- Click Outreach → Sequences.
- Click Create New Sequence.
- Select From Template.
- Select a Template.
- Click Create Sequence.
Add Lead Source
- Drag Leads from List(s) block to the source position (or use existing block).
- Select your List.
Or select Segments or CRM Integration as your source.
Customize Email Templates
- Click the Edit (pencil) icon on any Cold Email block.
- Edit the template with your business details.
- Click Update Email Template.
Add More Blocks (Optional)
Click the + icon between blocks or at the end to add:
- Additional emails
- Tasks
- Conditions
- Actions
Configure Sequence Settings
- Click Save & Schedule.
- Set Schedule:
- Start Date/Time (required)
- Random Delay between emails (optional)
- Sending Hours & Days (optional)
- Configure Settings:
| Setting | Recommendation |
|---|---|
| Email Sender(s) | Required — Select sender(s) |
| BCC to CRM | Optional — Log emails in external CRM (multiple emails can be comma-separated) |
| Evergreen Sequence | Optional — Auto-add new leads |
| Review in Outbox | Optional — Manual approval required |
| Stop on Reply | Recommended — End sequence when lead replies |
| Provider Matching | Recommended — Match sender to lead's provider |
| Plain-Text Emails | Recommended — Better deliverability |
| Tracking | Optional — Opens, clicks, replies |
- Click Review.
- Verify all settings.
- Click Schedule for Launch.
You can check the emails of your sequence in the Outbox if you have enabled Review emails in the Outbox.