Browse documentation

Creating Sequences

Step-by-step guide to creating your first email sequence with templates and configuration.

Last updated: December 10, 2025

Creating a New Sequence

Navigate to the Sequences section in the left menu and click "Create Sequence".

You can start with:

• Pre-built templates — ready-to-use sequences for common scenarios

• Blank sequence — build from scratch

• Initial Outreach — single email introduction

• Follow-Up Series — 3-step sequence with timing

• Re-Engagement — for candidates who went cold

Start with a template and customize it. You can always edit everything afterward.

Click "Edit Sequence Steps" to configure:

Choose when to send:

• Immediate — sends right away

• Next Business Day — e.g., at 2pm

• After Duration — e.g., after 2 days at 4pm

• Sender: yourself or another team member

• CC/BCC: optional recipients

• Subject: use variables like {First Name}

Write your email with:

• Plain text with formatting

• Variables for personalization

• AI Smart Commands for dynamic content

• Unsubscribe link — adds opt-out footer

• Email signature — includes your signature

Before activating:

1. Preview on the right side

2. Click "Test Email" to send to yourself

3. Review how variables render