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Evergreen Sequences

Set up sequences that automatically enroll new leads as they are added.

P Priya Singh · Last updated

Overview

Evergreen Sequences automatically send emails to new leads as they get added to your list, without needing to manually restart campaigns every time. This is perfect for continuous outreach where your lead list keeps growing.

Prerequisites

  • Connected email sender

  • A lead list or CRM integration set up

When to Use Evergreen Sequences

Use Evergreen Sequences when:

  • You are continuously adding leads (via integrations, forms, or imports)

  • You want automation running 24/7

  • You don't want to manually re-run campaigns

Step 1: Go to Sequences

  1. Go to Outreach

  2. Click on Sequences

  3. Click Create New Sequence

Outreach Sequences page with the Outreach tab, Sequences tab and Create New Sequence button highlighted

Step 2: Create an Evergreen sequence

  1. Choose the Evergreen Sequence card ("Automatically add leads to sequence when added to connected lists.")

Create New Sequence popup with the Evergreen Sequence card highlighted among the sequence type cards

  1. Enter a name for your sequence

  2. Click Create Sequence

Create Evergreen Sequence popup with a field to enter the sequence name and the Create Sequence button

Step 3: Add Lead Source

  1. Click Add Lead Source

Sequence builder with the Add Lead Source block highlighted above the Sequence Start Point

  1. Choose a source:

  • Leads from List(s)

  • Segment by Events

  • Segment of List

  • CRM Integration

Add a Source Block modal with Leads from List(s), Segment by Events, Segment of List and Lead from CRM Integration

Example:

  1. Select Leads from List(s)

  2. Choose your list (e.g., Integrately_leads)

  3. Click Insert

Leads from List(s) modal with a list selected, its list details and the Insert button

Step 4: Add Outreach Step (Cold Email)

  1. Click Add New Block (+)

Add New Block button below the Sequence Start Point

  1. Select Cold Email

Add Blocks modal with the Cold Email block highlighted

  1. Choose or create an email template

Cold Email block preview showing an email body with variables and the Insert button

You can use variables like:

  • {{company_name}}

  • {{job_title}}

  • {{email_signature_of_sender}}

  1. Click Insert once done

Cold Email block with an email template selected, Enable A/Z Testing option and Insert button

Step 5: Save & Schedule

  1. Click Save & Schedule to configure sending settings

Sequence builder with a list source and email block, and the Save & Schedule button highlighted

Step 6: Configure Schedule

  1. Choose:

  • Start Sending Now or Schedule for Later

  • Set timezone

  • Add random delays (recommended for better deliverability)

  • Configure sending days & time

Sequence Settings Schedule tab with start sending, timezone, random delays and sending hours and days

Step 7: Email Sender & Deliverability

  1. Select your email sender

  2. Enable:

  • Provider Matching

  • Plain text emails (recommended)

  • Auto pause on high bounce rate

Sequence Settings Email Sender & Deliverability tab with email sender, provider matching, plain text and auto pause options

Step 8: Check the Evergreen Sequence setting

  1. Open the AI & More tab and make sure Evergreen Sequence is ticked.

Sequence Settings AI & More tab with the Evergreen Sequence checkbox ticked, plus tracking and AI settings

This keeps sending emails to new leads added to your connected lists.

Note: Sequences created from the Evergreen Sequence card have this setting on, and it can't be turned off ("Evergreen cannot be disabled for an Evergreen sequence."). For other sequences, you can only change it before the sequence is scheduled.

Also configure:

  • Tracking (opens, clicks, replies)

  • Stop sequence when lead replies

  • AI reply settings (optional)

Step 9: Review & Launch

  1. Review your sequence settings

  2. Click Launch Sequence

Sequence Summary review step showing total leads, Evergreen Sequence, schedule, email senders and the Launch Sequence button

How Evergreen Sequences Work

Once enabled:

  • You connect a list as a source

  • Whenever a new lead is added to that list, the sequence picks it up automatically

When the lead is picked up depends on the list settings:

List setting When the new lead enters the sequence
No duplicate removal or verification Right away
Duplicate removal on After duplicate removal runs (about every 10 minutes)
Email verification on After the lead is verified
Google Sheet list At the daily sync

No need to re-run or duplicate campaigns.

Important Notes

  • Evergreen works only with connected lead sources (lists/CRM)

  • If you manually upload leads later → they will also enter the sequence

  • Sequence runs individually per lead

  • Paused sequences don't pick up new leads

  • A lead (by email address) enters a sequence only once

  • Move Lead to List into an evergreen list follows the same rules: duplicate removal and verification run first if the list has them on

Best Practices

  • Use verified email lists

  • Keep random delays ON to avoid spam filters

  • Write personalized emails with variables

Always enable:

  • Reply tracking

  • Stop on reply

Results

After setup:

  • Your outreach becomes fully automated

  • New leads are picked up automatically, based on your list settings

  • You save time and scale outreach easily

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