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.
Create a New Sequence with an Email Template
Launch Apollo, hover your mouse over Engage in the navbar, and then click Sequences.
Click + New Sequence to create a new sequence.
Click New.
Give the new sequence a name and then click + Create.
Click + Add Step to add a new step to the sequence.
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.
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.
In the "Edit Template modal," click Load templates.
Choose the template you would like to use for the sequence email.
Click Save Changes.
Create a New Sequence Without an Email Template
Launch Apollo, hover your mouse over Engage in the navbar, and then click Sequences.
Click + New Sequence to create a new sequence.
Click New.
Give the new sequence a name and then click + Create.
Click + Add Step to add a new step to the sequence.
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.
Click Add.
Compose your new email.
To save this email as a new template, click Save as new template and give the new template a name in the modal.
Click Save Changes.
Add Additional Steps to a Sequence
Launch Apollo, hover your mouse over Engage in the navbar, and then click Sequences.
Click the sequence to which you want to add a step.
Click + Add Step.
Click the drop down to choose the type of 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.
Click the drop-down to choose a priority.
Click Add.
You have now added a step to the sequence. Repeat this process to add more.
Drag and Drop Sequence Steps
You can drag and drop the steps in your sequence to adjust the order.
Launch Apollo, hover your mouse over Engage in the navbar, and then click Sequences.
Click the sequence for which you want to rearrange your steps.
Click and hold the two horizontal bars icon in the top right corner of the step. Drag the step to the new position.
Click Yes to confirm your choice.
You have now rearranged your steps.
