Launching your First Sequence

Here's a step by step guide to help you launch your first sequence and start performing outreach effectively and get maximum replies.



    Launching your First Sequence

    Hi there! 👋

    Eager to create a sequence? Well, we'll show you how to do it. ✨

    So, let's begin. 

    1️⃣ Go to the dashboard and click on 'Outreach' followed by 'Sequences'.

    2️⃣ Click on 'Create New Sequence'.🌟

    Create sequence

    3️⃣ Name the sequence and save it.💾

    Create sequence

    4️⃣ When you save the sequence, the visual sequence builder opens. 

    A pop-up will appear asking you to connect to a list. 


    Here's how you can create a list if you haven't already,

    1️⃣ Click on "Contact is added to a List" and in the pop-up that opens, click on "Create New List".

    Creating a list

    2️⃣ Upload⬆️ your CSV file and click on 'Next'.

    Create list

    This is what you will see now. 


    Creating a list

    3️⃣ Start mapping the fields with SalesBlink property. Feel free to choose 'skip field' when required. Mapping is used for macros in your emails.

    Creating a list

    4️⃣ If you have mapped the "Email" field, you can choose to verify ✅ emails in your list.

    Creating list

    5️⃣ Now, name the list and click on 'Next'. 

    Creating list

    And Voila! You just created a new list! 😎

    Build The Sequence

    Now, let's get back to building the sequence.

    Create a sequence

    1️⃣ Click on the '+' sign and select either 'Email Outreach' or 'Task'.

     Creating sequence

    When choosing email outreach ✉️, you must select the template you created previously or create a new one.🌟 

    Creating template

    Creating A New Template

    Here's how to create a new template,

    1️⃣ Upon clicking "Create New Template", the email editor will open. 

    You can craft your email ✉️using it.

    Create template

    As you can see, you have a spam checker to provide you the overall score. 

    2️⃣ Save the template. 

    3️⃣ You can 'Insert' the template you just created in the Email Outreach Block.

    Create a sequence

    4️⃣ Go ahead and click on "Save & Publish" to save the sequence. 

    Schedule the outreach sequence

    Next, you can schedule the sequence by picking a date from the calendar and selecting the email sender and the time zone.


    Creating a sequence 

    You can review it once before you schedule the outreach sequence.⏳ 

    Still need help? Contact Us

    Last updated on February 28, 2023