Mission 2: Launch Your First Sequence

What you’ll learn

• How to create a new sequence with steps
• How to add contacts to a sequence
• How to review and activate your sequence
• How to monitor sequence performance

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Create a Sequence

1. Open the Sequencer

   Go to Engage —> Sequences and click Create Sequence in the top-right corner.

2. Name your sequence

   Enter a clear name, for example “Q2 VP Engineering - Cold Outreach”. Select the mailbox you want to send from.

3. Add your first step

   Click Add Step. Choose Email as the step type. Write your subject line and email body. Use merge fields like {{first_name}} and {{company_name}} to personalize automatically.

4. Add follow-up steps

   Click Add Step again to add follow-ups. A typical first sequence has 3-5 steps:

   Step	Type	Delay	Purpose
   1	Email	Day 0	Initial outreach
   2	Email	Day 3	Follow-up with new angle
   3	Phone	Day 5	Call attempt
   4	Email	Day 7	Value-add content
   5	Email	Day 14	Breakup / final touch

   Set the delay between steps using the delay selector on each step.

Tip

Keep your first sequence simple: 3 email steps over 10 days. You can always add more steps later once you see what works.

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Add Contacts to Your Sequence

1. Add from the sequence page

   From your sequence, click Add Contacts. You can search for individual contacts or select an entire list.

2. Or add from the Contacts table

   Go to Data —> Contacts, select contacts using the checkboxes, and click Add to Sequence in the bulk actions bar. Choose your sequence from the dropdown.

3. Review the contact list

   Back on your sequence page, click the Contacts tab to see everyone enrolled. Verify the count matches what you expect.

Tip

Start with a small batch (10-20 contacts) for your first sequence. This lets you test messaging before scaling up.

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Activate Your Sequence

1. Review before activating

   Click through each step to proofread your emails. Check that merge fields render correctly in the preview. Verify your sending schedule and delays.

2. Activate

   Click the Activate button at the top of the sequence page. Confirm the activation prompt. Your first step sends according to the schedule you set.

3. Verify sends are going out

   After activation, check the Activity tab on your sequence. You should see emails queuing and sending within the first scheduled window.

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Monitor Performance

1. Check sequence metrics

   On the sequence page, review the summary stats at the top: Sent, Opened, Replied, and Bounced counts.

2. Review individual contact status

   Click the Contacts tab to see where each contact is in the sequence. Statuses include: Active, Replied, Completed, Paused, and Bounced.

3. Handle replies

   When a contact replies, they are automatically removed from the sequence. Check your Inbox (under Engage —> Inbox) to respond to replies promptly.

Tip

Check your sequence metrics daily for the first week. If open rates are below 30%, revisit your subject lines. If reply rates are below 3%, revisit your messaging.

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Mission 2 Complete

You have created, populated, and launched your first outreach sequence. Contacts are receiving personalized emails on autopilot.

Next mission: Master Account Intelligence