Sequence
Define your sales process for outreach with the help of sequences.Sequence Overview
Introduction to Sequences
Here you can find information about Sequences, how they work and why you should use them?
Create Sequence
Create a new sequence from scratch
How to create a sequence from scratch?
Create Sequence from Blueprint
Want to learn from industry best practices? Create a sequence using blueprints and see the results!
Create a Clone of an Existing Sequence
Want to A/B test your sequences? Create a clone of an existing sequence and run two sequences simultaneously.
Edit, clone, delete and manage sequence steps
Learn about the add-on features while creating a sequence.
Add email template to a sequence step
Learn how to add a template to the Email step while creating a sequence.
Sequence + Prospects
Sequence + Prospects
Check out the status of your prospect in a sequence and take action accordingly.
Assign prospects to sequence
How to assign prospects in a sequence?
Pause a prospect in sequence
How do I pause or resume prospects in a sequence?
Skip steps of a sequence for a prospect
How do I skip a few steps for a prospect?
Mark prospect as replied or finished
How do I mark a prospect as replied or finished in a sequence?
Sequence Performance
Sequence Performance Overview
How is my sequence performing?
Step-wise Performance into Sequences
Identify the gaps in your sequence with stepwise insights and take corrective measures immediately.
Sequence Settings
Choose Interval Type for Your Sequence
Choose between Schedule Days or Calendar Days for tasks within a sequence.
Choose Action When A Prospect Replies
Automate what happens when a prospect replies to you.
Choose Action When A Prospect Books A Meeting
Automate what happens with a prospect books a meeting.
Update Mailbox For A Sequence
Find out how to change or update the mailbox you want to use for a sequence.
Sequence Throttling
Setting up Sequence Throttling
Set up a Throttle limit to avoid SPAM penalties and blacklisting by email service providers.
Sequence Modifications
Sequence Step Modifications
Find out what happens when a step within a sequence is modified.
Sequence Activity Log
Keep track of all the modifications within a sequence with the activity log.
Frequently Asked Questions (Sequences)
How Do I Retry Bounced Prospects?
Find the best practices to try connecting with bounced prospects again.
How to Track Sequence Email Insights
Learn how you can get email insights within sequences.
How to View Private Sequences of Other Users?
You can only view the private sequences of other users if you have permission. How? Let's find out.
How To Check Prospects Assigned to a Public Sequence by Other Users?
Let's find out how you can check prospects assigned by other users to a public sequence.
How to Disable an Opt-out Link while Sending a Sequence Email?
Let's find out how you can disable the opt-out link while sending sequence emails.