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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.
The following sections detail the options you have for creating new sequences and how to edit your existing sequences.
Use AI Content to Create New Sequences
Use Apollo's AI content to generate new sequences that capture the attention of your prospects. You only need to provide a few key details and Apollo generates a 3-step sequences with unique emails based on the details you provide.
To create a new sequence using AI-generated content:
- Launch Apollo and click Engage > Sequences.
- Click New Sequence.
- Click AI-assisted.
- Enter details about your product that you want to use to generate this sequence. If you are targeting a specific type of prospect, include pain points and value propositions that are relevant to that prospect type.
Then, click Generate content.
- Apollo takes a few moments to generate content for your sequence. Once the content is available, you can review the subject and body for each email. You can also edit the content, including changing the text formatting, adding links, and adding dynamic variables.
When the content is set, click Save & activate sequence.
Your AI-generated sequence is now active. You can continue to edit this content or add more steps to the sequence.
Create New Sequences With an Email Template
To create a new sequence using an email template that you already made:
- Launch Apollo and click Engage > Sequences.
- Click New Sequence.
- Click From scratch.
- Enter a name for the sequence. You can also choose to limit who can view and use the sequence, and change when the sequence will run. Then, click Create.
- Click Add a step to add a new step to the sequence.
- Click Automatic email. If you prefer to set tasks to manually send emails, you can choose Manual email instead.
- Set the amount of time that Apollo should wait before sending out the email included in this step. Then, click Continue.
- In the Edit template section, click Load templates.
- Select the template you would like to use for the sequence email.
- Click either Clone or Link. Cloning the email template means that changes made to the template do not impact other templates. Linking to the original email templates means changes made to the template could impact other places in Apollo where the same template is used.
- Continue to edit your email manually or use Apollo's AI to gain help editing your email. Then, click Save.
Continue to add more steps to your sequence using this same process. When your sequence is ready, toggle the Inactive slider to Active.
For more information on how to take advantage of sequence schedules and wait time between steps, refer to Create and Edit Sequence Sending Schedules.
Also, the optimal timing for your target audience depends 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 Leverage Apollo Email to Increase Your Conversion Rates. For general best practices when building an outbound sales process, check out this overview article.
Create New Sequences Without an Email Template
To create a new sequence without a template:
- Launch Apollo and click Engage > Sequences.
- Click New Sequence.
- Click From scratch.
- Enter a name for the sequence. You can also choose to limit who can view and use the sequence, and change when the sequence will run. Then, click Create.
- Click Add a step to add a new step to the sequence.
- Click Automatic email. If you prefer to set tasks to manually send emails, you can choose Manual email instead.
- Set the amount of time that Apollo should wait before sending out the email included in this step. Then, click Continue.
- Write your email manually or use Apollo's AI to gain help writing your email.
- (Optional) To save this email as a new template, click the Save as a new template checkbox, then enter a name for the template and click Save.
- Click Save.
Continue to add more steps to your sequence using this same process. When your sequence is ready, toggle the Inactive slider to Active.
Add More Steps to a Sequence
To add more steps to a sequence that you already created:
- Launch Apollo and click Engage > Sequences.
- Click the sequence that you want to change.
- Click Add step.
- Select the type of step you would like to add.
- Set the amount of time that Apollo should wait before triggering the step. If you selected a task-based step, you also need to set the priority for the task. Then, click Continue.
You have now added a step to the sequence. Repeat this process to add more.
Rearrange Sequence Steps
To change the order of the steps in your sequence:
- Launch Apollo and click Engage > Sequences.
- Click the sequence that you want to change.
- Click and hold the horizontal bars on the right side of each step. Drag the step to the new position.
- Click Yes to confirm your choice.
You have now rearranged the steps in your sequence.