Table of Contents
- Overview
- Create a New Sequence with an Email Template
- Create a New Sequence Without an Email Template
- Add Additional Steps to a Sequence
Overview
Sequences are outreach campaigns with any number of sequential contact points and tasks that are customized to personally engage your target audiences at scale. They help your team deliver communications to your customers and complete the right tasks at the right time to speed your prospects through your pipeline and turn them into paying customers as efficiently as possible.
Create a New Sequence with an Email Template
Launch Apollo, hover your mouse over Engage in the navbar, and then click Sequences.
Click + New Sequence to create a new sequence.
Click New.
Give the new sequence a name and then click + Create.
Click + Add Step to add a new step to the sequence.
Please note, by default Apollo will automatically make the first step in any new sequence an automatic email. You can customize what form each subsequent step takes.
In the "Wait for" text box, set the amount of time that Apollo should wait before sending out the email included in this step after you have activated the sequence.
Click Add.
In the "Edit Template modal," click Load templates.
Choose the template you would like to use for the sequence email.
Click Save Changes.
Create a New Sequence Without an Email Template
Launch Apollo, hover your mouse over Engage in the navbar, and then click Sequences.
Click + New Sequence to create a new sequence.
Click New.
Give the new sequence a name and then click + Create.
Click + Add Step to add a new step to the sequence.
Please note, by default Apollo will automatically make the first step in any new sequence an automatic email. You can customize what form each subsequent step takes.
In the "Wait for" text box, set the amount of time that Apollo should wait before sending out the email included in this step after you have activated the sequence.
Click Add.
Compose your new email.
To save this email as a new template, click Save as new template and give the new template a name in the modal.
Click Save Changes.
Add Additional Steps to a Sequence
Launch Apollo, hover your mouse over Engage in the navbar, and then click Sequences.
Click the sequence to which you want to add a step.
Click + Add Step.
Click the drop down to choose the type of step.
In the "Wait for" text box, set the amount of time that Apollo should wait before sending out the email included in this step after you have activated the sequence.
Click the drop-down to choose a priority.
Click Add.
You have now added a step to the sequence. Repeat this process to add more.
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