Create a Sequence

Article author
Matthew Charles
  • Updated

Overview

Sequences are outreach campaigns with any number of sequential contact points and tasks that are customized to personally engage your target audiences at scale. They help your team deliver communications to your customers and complete the right tasks at the right time to speed your prospects through your pipeline and turn them into paying customers as efficiently as possible. 

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Create a New Sequence with an Email Template

Launch Apollo, hover your mouse over Engage in the navbar, and then click Sequences.

Sequences

Click + New Sequence to create a new sequence.

New Sequence

Click New.

New Sequence

Give the new sequence a name and then click + Create.

Create Sequence

Click + Add Step to add a new step to the sequence.

Add Step

In the "Wait for" text box, set the amount of time that Apollo should wait before sending out the email included in this step after you have activated the sequence.

Add Step

 
Find the Sweet Spot!

For more information on how to take advantage of sequence schedules and wait time between steps, please refer to the "Create and Edit Sequence Sending Schedules" article. Please also note, the optimal timing for your target audience will depend on the type of sales strategy you choose. Research your industry, plan your strategy, and then A/B test to find the approach that works best for your ideal customers. For an example use case of how to leverage Apollo sequences, refer to the "Leverage Apollo Email to Increase Your Conversion Rates" article. For general best practices when building an Outbound Sales Process, refer to this Overview article.

Click Add.

Add Step

In the "Edit Template modal," click Load templates.

Load Templates

Choose the template you would like to use for the sequence email.

Choose Template

Click Save Changes.

Save Changes Loaded Template

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Create a New Sequence Without an Email Template

Launch Apollo, hover your mouse over Engage in the navbar, and then click Sequences.

Sequences

Click + New Sequence to create a new sequence.

New Sequence

Click New.

New Sequence

Give the new sequence a name and then click + Create.

Create Sequence

Click + Add Step to add a new step to the sequence.

Add Step

 
Default First Step

Please note, by default Apollo will automatically make the first step in any new sequence an automatic email. You can customize what form each subsequent step takes.

In the "Wait for" text box, set the amount of time that Apollo should wait before sending out the email included in this step after you have activated the sequence.

Add Step

Click Add.

Add Step

Compose your new email.

Compose Email

To save this email as a new template, click Save as new template and give the new template a name in the modal.

Save Template

Click Save Changes.

Save Changes Loaded Template

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Add Additional Steps to a Sequence

Launch Apollo, hover your mouse over Engage in the navbar, and then click Sequences.

Sequences

Click the sequence to which you want to add a step.

Choose Sequence

Click + Add Step.

Add Step

Click the drop down to choose the type of step.

Step Type

In the "Wait for" text box, set the amount of time that Apollo should wait before sending out the email included in this step after you have activated the sequence.

Time Frame

Click the drop-down to choose a priority.

Priority

Click Add.

Add Step

You have now added a step to the sequence. Repeat this process to add more.

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