What you’ll learn
- The builder: lay out a first email and a follow-up on the canvas.
- The audience: point the sequence at a table so rows become contacts.
- The launch checks: read what is blocking a launch and clear it.
Before you start
You need a table with an email address on each row, and a mailbox already connected. If you have neither, start with Connect a mailbox.Write the steps
1
Create the sequence
Click Sequences in the sidebar, then create one and name it for the audience it will reach.
2
Add the first email
On Builder, click Insert a step here and choose Send email. Write the subject and body.
3
Add a follow-up
Insert a second step below the first. Set how long it waits before sending.
Point it at your table
1
Open Audience
Go to the Audience tab and use Choose a table to pick your table.
2
Narrow it if you need to
Use Narrow with a saved view to send to part of the table rather than Whole table.
3
Check the field mapping
Confirm Lead email address points at the column that holds the address.
Assign a sender and launch
1
Assign a sender
On Senders, pick the sender profile the emails are written as.
2
Clear the checks
Click Launch. Anything blocking the send is listed with a Fix link beside it.
Good to know
What happens when someone replies?
What happens when someone replies?
The sequence stops for that person and the reply arrives in your inbox. Nothing further sends to them.
Can I add more people after launching?
Can I add more people after launching?
Yes. Rows added to the table are picked up while the sequence runs, subject to the audience you set.
Why is Launch greyed out?
Why is Launch greyed out?
A check has not been cleared. The most common causes are no sender profile, no connected mailbox, and an empty audience.
How many emails will go out today?
How many emails will go out today?
Each mailbox has a daily limit, and the sequence sends only inside its schedule. The estimate shows before you launch.
Next steps
Build a sequence
The full reference for the builder and its five tabs.
Clear the launch checks
Every blocker, and what each one means.
Email deliverability
Keep your sends landing in the inbox.
Inbox
Read and answer the replies when they arrive.