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Learn how to create and customize a sequence template for your outreach campaigns.

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Creating a New Template

1

Navigate to Sequences

Go to Sequences Templates in your dashboard
2

Create Sequence Template

Click the “Create Sequence Template” button in the top right corner
3

Set Basic Information

Enter the template name on the top left corner

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Adding Steps

1

Add First Step

Click the ”+” button to add your first sequence step
2

Choose Step Type

Select either “Engagement” or “Condition”
3

Configure Step

For Engagements:
  • Click “Click to Edit”
  • Info
    • Select Sender (The sponsor of the engagement)
    • Select channel & Action (LinkedIn Connect, LinkedIn Message, New Thread Email, Follow Up Email)
  • Content
    • Template (Optional) - If you have a content template saved, you can select it here
    • Subject (If you selected New Thread Email)
    • Body (If you selected New Thread Email or Linkedin Message)
      If you selected LinkedIn Connect, you will not be able to edit the subject or body.
      In the Body, you can use the Dynamic Variables to personalize the message when writing ’{{’
  • Configuration
    • Working Hours (Boolean)
    • Action on Failure (Retry engagement or Skip engagement)
    • Sponsor inactivity (Optional) - if it’s a sponsored engagement, Set the time window to wait for a response from the sponsor in case of inactivity.

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Branching Logic

1

Add Condition

Click ”+” and select “Condition” to create a branch
2

Edit the condition

Click ”+ Add” to edit the condition
3

Select time delay on the condition

Select time delay on the condition
Available conditions:
  • Lead has LinkedIn Profile
  • Lead has Email
  • Lead has Phone Number
  • Lead has Title

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Finalizing Template

1

Review Sequence

Check the entire sequence flow and timing
2

Save Template

Click “Save Template” to store your sequence
3

Publish Template

Select the “Publish” button to make the template available for you and your team.
4

Start a Sequence

Click “Start a Sequence” to directly start a sequence using this template
Templates can be edited at any time, but changes won’t affect sequences that are already running.