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Mission 4: Master the Sequencer

What you’ll learn

  • How to create a sequence linked to your campaign
  • How to configure email steps with subject lines, body content, and send delays
  • How to add contacts to the sequence
  • How to review settings and launch

Create a sequence from your campaign

  1. Open your campaign

    Navigate to Campaigns in the left sidebar and click into the campaign you created in Mission 3.

  2. Click Create Sequence

    Look for the Create Sequence action (or navigate to Engage -> Sequences and click New Sequence). If creating from the campaign, the sequence is automatically linked and pre-populated with campaign content.

  3. Name your sequence

    Enter a descriptive name, for example: “Acme Corp — Q1 Outbound — Decision Makers”. A clear name helps you find it later when managing multiple active sequences.

Configure email steps

  1. Add the first email step

    Click Add Step and select Email. The step editor opens with fields for subject line, body content, and sender.

  2. Set the subject line and body

    If the sequence was created from a campaign, the first email may already be pre-filled from your campaign documents. Review and adjust the subject line and body copy. Use merge fields like {{first_name}} and {{company_name}} for personalization.

  3. Set the send delay

    For the first step, the delay is typically 0 days (send immediately on enrollment). Configure the send window — the time range during which emails are allowed to go out (e.g., 8:00 AM - 6:00 PM in the contact’s timezone).

  4. Add follow-up steps

    Click Add Step again to add subsequent emails. A typical sequence has 3-5 email steps. Set delays between steps — common patterns are:

    • Step 2: 3 days after Step 1
    • Step 3: 4 days after Step 2
    • Step 4: 5 days after Step 3

  5. Write follow-up content

    Each follow-up should build on the previous message. Reference your campaign documents for messaging consistency. Vary the angle — if Step 1 focuses on a pain point, Step 2 might share a case study, and Step 3 could offer a meeting.

Add contacts to the sequence

  1. Open the Contacts tab

    Inside your sequence, click the Contacts tab.

  2. Add contacts

    Click Add Contacts. You can add contacts from:

    • A list — select a pre-built contact list
    • Manual selection — search and add individual contacts
    • CSV import — upload a file with contact data

  3. Review contact details

    Verify that each contact has the required fields: email, first name, last name, and company name. Contacts missing required fields will be flagged and skipped during execution.

  4. Check for duplicates

    The platform automatically checks for contacts already enrolled in this or other active sequences. Review any flagged duplicates and decide whether to proceed or exclude them.

Review and launch

  1. Preview the full sequence

    Step back and review all steps in order. Click the Preview option on each email to see exactly what the contact will receive, with merge fields populated from sample data.

  2. Check sequence settings

    Verify:

    • Sender email is correct and authenticated
    • Send window matches the target audience’s working hours
    • Timezone handling is set (contact timezone or a fixed timezone)
    • Unsubscribe handling is enabled

  3. Activate the sequence

    Click Activate (or Launch) to start the sequence. Contacts will begin receiving emails according to the schedule you configured.

  4. Confirm activation

    Check that the sequence status changes to Active. The first batch of emails will process at the next available send window.

Mission complete

You have a live email sequence delivering your campaign content to real contacts on a defined schedule. The final mission covers how to monitor performance and optimize.

Next mission: Mission 5: Monitor and Optimize