Build a multi-step sequence

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.
For LinkedIn outreach automation, decide whether the sequence should use profile visits, connection requests, DMs, InMails, or softer engagement before you build the flow.

Steps

Step 1

Open the sequence builder

From a campaign, open the sequence area. Start with the first touch that creates the clearest reason to respond.

Build a multi-step sequence: Sequence builder start — Sequence builder start

Step 2

Add the first step

Choose email, LinkedIn, call, or another supported step. If the first touch is LinkedIn outreach automation, keep it short, personal, and paced for the account that will send it.

Build a multi-step sequence: Add step menu — Add step menu

Step 3

Write or configure the step

Add copy, variables, task instructions, or channel-specific settings. Preview variables before saving.

Build a multi-step sequence: Step editor — Step editor

Step 4

Add waits and follow-ups

Use wait steps to space touches naturally. Follow-ups should add context, not repeat the first message.

Step 5

Preview the full sequence

Check order, timing, variables, channel mix, and exit conditions before validation.

Build a multi-step sequence: Sequence preview — Sequence preview

What happens next

Validate the campaign before launch.
Review early performance by step so you can improve weak touches.
Open the LinkedIn outreach automation page when you need deeper rules for LinkedIn account limits, proxies, and multi-account pacing.

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. For LinkedIn outreach automation, keep LinkedIn touches spaced naturally and avoid duplicating email copy inside DMs.

Launch safelyRun the launch checklist before sending

Review audience, senders, sequence copy, personalization, schedules, and validation blockers.

Review checklist

See it in the productSee the Sequence Builder