Sequence Builder Creator

Overview

Create multi-step outreach sequences using blocks to automate emails, tasks, and lead management.

Prerequisites

• Email sender connected
• Lead list uploaded or CRM integrated
• Email templates created (for email blocks)

Access the Sequence Builder

1. Click Sequences in the main navigation.
2. Click Create New.

Add Source Blocks

Source blocks define which leads enter the sequence. Drag a source block to the canvas.

Leads from List(s)

Select one or more lists to pull leads from.

Segment of List

Filter leads by variable conditions:

• Variable Exists
• Variable Contains specific text
• Variable Does Not Contain specific text

Segment by Events

Filter leads by engagement:

• Email Opened
• Link Clicked
• Email Reply
• Custom Task Events

Lead from CRM Integration

Pull leads in real time from your connected CRM (HubSpot, Salesforce, etc.).

Tip: Add multiple source blocks to combine lead sources.

Note: Every sequence needs at least one source block with a list or other lead source selected. If you try to schedule a sequence without a source block, you see the error A Source block is required. Add a source block, select a list, and save again. A sequence also needs at least one action block (such as an email step), otherwise you see An Action block is required.

Add Outreach Blocks

Cold Email

Send automated emails.

1. Drag Cold Email block to canvas.
2. Select an Email Template.
3. Configure Send As:
   • New Thread — Standalone email
   • Follow-up — Reply to previous email

1. (Optional) Enable A/B Test to test multiple templates.

Task

Schedule manual activities.

1. Drag Task block to canvas.
2. Select Task Type (Call, WhatsApp, LinkedIn, Custom).
3. Set Due Date (e.g., "3 days after the previous block").

Add Condition Blocks

Control sequence flow based on lead behavior or timing.

Wait

Add delays between blocks.

1. Drag Wait block between two blocks.
2. Set duration (hours, days, weeks).

If/Else (Rules)

Branch leads based on events.

1. Drag If/Else block after an outreach block.
2. Set condition:
   • Email Opened → Yes/No paths
   • Link Clicked → Yes/No paths
   • Email Replied → Yes/No paths

1. Drag blocks to Yes or No paths.

Split 50-50

Randomly divide leads into two paths for A/B testing.

Add Action Blocks

Perform automated actions on leads.

Block	Action
Move Lead to List	Transfer lead to different list
Archive Lead	Archive lead in current list
End Sequence	Stop sequence for this lead
Unsubscribe Lead	Unsubscribe lead from all emails

Configure Sequence Settings

Before launching, configure settings:

1. Click Save & Schedule.

1. Configure:

Setting	Description
Schedule Date/Time	When sequence starts
Time Zone	Sending time zone
Email Senders	Which sender(s) to use
BCC	CRM BCC email(s) for logging — multiple emails can be comma-separated
Evergreen Sequence	Keep running for new leads
Review Emails in Outbox	Require approval before sending
Stop Sequence on Reply	End sequence when lead replies (lead only or domain-wide)
Provider Matching	Match sender provider to lead's email provider
Plain-Text Emails	Send without HTML for deliverability
Schedule for Verified Leads	Only email valid/risky/invalid leads
Tracking	Track opens, clicks, replies

1. Schedule your sequence timing.

1. Select your email sender and check the options you need.

Tip: Use one sender, or one sender folder, per sequence. This avoids confusion over daily limits and scheduling, because a sender's daily limit is shared across every sequence that uses it, and per-sequence stats such as opens and replies are most accurate with dedicated senders.

Senders that are already in use by another active sequence are marked with a warning icon in the sender dropdown, and a notice below the selection lists the sequences using them. You can still select and launch with those senders — the warning is only there to help you keep stats and daily limits predictable.

1. Select more settings if needed, then click Review to review your sequence settings.

When the sequence uses more than one sender, the review step shows "N Rotating Email Senders". N counts each unique sender once, including the senders inside any sender folders you selected.

Edit Settings or Launch

• Click Edit Settings if more alterations need to be made in sequence settings.
• Click Launch Sequence.

Check the Reports of your sequence.

Frequently Asked Questions

What does A Source block is required. mean?

The sequence has no list or other lead source attached. Add a source block, such as Leads from List(s), select a list, and save the sequence again.

Can I use the same sender in several sequences?

You can, but it isn't recommended. A sender's daily limit is shared, so the sequence scheduled first uses it up and the others send fewer emails, and per-sequence stats are easier to read when each sequence has its own senders. SalesBlink warns you in sequence settings when a selected sender is already in use by another active sequence, but it never stops you from launching. Use one sender, or one sender folder, per sequence. If a sequence isn't sending, see Why Isn't My Sequence Sending?.