Sequences help teams repeat a planned set of outreach steps for prospects or customers.

What this feature is for

• Sequences help teams repeat a planned set of outreach steps for prospects or customers.

When to use it

• You need structured follow-up across several touches.
• You want to combine email with manual review or LinkedIn-style tasks when supported.

Do it manually

1. Open Engagement or Sequences.
2. Create a sequence and define the goal.
3. Add steps with timing and owners.
4. Review each message before activation.
5. Monitor replies and stop outreach when the customer responds.

Ask Faster AI

Create a follow-up sequence for [audience and goal]. Include timing, message drafts, stop conditions, and what my team should review before activating.

Review before saving or publishing

• Preview the audience count and a few sample recipients.
• Check sender, subject, links, unsubscribe behavior, and timing.
• Use a readiness check before sending, starting, or publishing a customer-facing campaign.

Common mistakes and fixes

• If the audience is empty, check list membership, rules, and contact email addresses.
• If an email cannot send, confirm sender setup and subscription group readiness.
• If reporting looks quiet, remember that recent delivery and open activity can take time to appear.

Placeholder media

• Screenshot placeholder: Replace with an annotated screenshot of create an email sequence.
• Video placeholder: Replace with a short walkthrough showing the manual path and review step.

Related help

• Use approvals for marketing work
• Use customer activity for follow-up