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Get started with creating a new sequence by learning the basics.

Getting Started With a New Sequence

An overview of the different step types available to  add to a sequence.

Overview of Different Sequence Steps

Learn how to edit the content of an email or text message in your sequence to keep your outreach personalized and up to date.

Editing an Email or Text in a Sequence

Two ways to reorder or move steps in a sequence.

Reordering Steps in a Sequence

Learn how to customize the timing and cadence of steps within a cadence to delay when emails, SMS messages, and tasks are triggered.

Editing the Timing of Sequence Steps

Remove an email, test, or task from your sequence to keep your outreach clean and intentional.

Deleting a Sequence Step

Learn how to choose which video page is linked in the emails and texts of a sequence to deliver the right message to your leads.

Assigning Video Pages in a Sequence

Learn how to temporarily pause or permanently remove a lead from an active sequence based on lead engagement.

Pausing & Removing a Lead from a Sequence

Learn how to enroll an entire list of leads into a sequence to automate outreach.

Adding a List to a Sequence

Learn how to turn a sequence on or off to manage your lead outreach.

Activating or Deactivating a Sequence

How to test a sequence to make sure it runs as expected. You can also test individual emails if you only want to test email edits.

Testing a Sequence

Add conditional emails to your sequence to tailor your outreach based on specific lead characteristics or behaviors.

Adding Conditional Email to A Sequence

How to remove a lead from a sequence or sequence steps after a lead books a meeting or responds to an email or SMS message.

Sequence Exit Conditions

Learn about sequence task settings: how to require task completion before advancing and how to handle incomplete tasks when a sequence ends.

Sequence Task Settings

Activating Paused Leads in a Sequence

How to Add Additional Videos to Your Sequence

This article is a step-by-step walkthrough of how to add an unsubscribe link to your sequence emails.

How to Add an Unsubscribe Link to Sequence Emails

Build, edit, and run the most effective sequences possible.

Sequences

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