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Build sequences from the Sequences page.
1

Add a sequence

Click Add Sequence.
2

Set the conversation type

Choose New Conversation for cold outreach with no prior thread, or Existing Conversation to continue a thread. This sets the first messaging step and is locked once saved.
3

Name it

Give it a unique name. Names must be unique within your organization.
4

Add steps

Click Add Step for each touch. Set the Wait time, Action, Conversation context, Template or Call script, and email Delivery.
5

Save

Fix any items in the Validation panel, then click Save Active Sequence.

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Step actions

  • SMS task - manual SMS sent through Review & Send.
  • Email - can be Auto or Manual.
  • Call task - manual task with a call script.
Steps reuse templates from Advanced Settings > Communication > Templates.