Before you start
- Know the campaign goal and the audience segment.
- Prepare any email, LinkedIn, call, or wait steps you plan to use.
- Connect the sending accounts required for the channels in the sequence.
Steps
Open the sequence builder
From a campaign, open the sequence area. Start with the first touch that creates the clearest reason to respond.
Add the first step
Choose email, LinkedIn, call, or another supported step. Keep the first step simple and aligned to the audience.
Write or configure the step
Add copy, variables, task instructions, or channel-specific settings. Preview variables before saving.
Add waits and follow-ups
Use wait steps to space touches naturally. Follow-ups should add context, not repeat the first message.
Preview the full sequence
Check order, timing, variables, channel mix, and exit conditions before validation.
What happens next
FAQ
How many steps should I add?
Use enough steps to follow up respectfully without overwhelming people. Quality and timing matter more than a long sequence.
Can I mix email, LinkedIn, and calls?
Yes. Use multi-channel steps when each channel adds useful context and your accounts are connected.
Review audience, senders, sequence copy, personalization, schedules, and validation blockers.