Add Contacts to a Sequence

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Matthew Charles
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Overview

In Apollo, there are a few different ways to add contacts to a sequence. You can use the Apollo Search tool, upload a CSV file, or select contacts from a list.

Refer to the sections below for detailed instructions about each method.

 
One Trip Per Contact!

Please note, each included contact only gets one trip through each sequence step. Apollo tracks progress for contacts to avoid sending duplicate messaging. If you need a contact to go through the same series of sequence steps, clone the original sequence and add the contact to it.

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Add Contacts to a Sequence with the Apollo Search Tool

 
So Many Options!

Please note, you can add contacts to a sequence using the Apollo Search tool from a sequence or directly from a search. The steps remain the same. We just like to give you options.

Launch Apollo, click Engage in the navbar, and then click Sequences.

Sequences

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

Choose Sequence

Click the Add Contacts drop-down.

Add Contacts

Click Prospect Searcher to search for contacts in the Apollo database.

Prospect Searcher

Add filters to your search to find the right people for your sequence.

Filters

Select the contacts that you want to add.

Select Contacts

Click the "Sequence" drop-down and then click Add to Sequence.

Add to Sequence

In the modal, select the sequence to which you want to add contacts from the Add to Sequence drop-down.

Select Sequence

Click Confirm to add your contacts to the sequence.

Confirm Addition

 
Verified Email Credits

Please note, verifying data requires a lot of resources. Apollo charges 1 credit per new verified contact; however, there is no charge if you add a saved contact to your sequence for which you already have a verified email address.

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Add Contacts in Sequences with a CSV

Launch Apollo, click Engage in the navbar, and then click Sequences.

Sequences

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

Choose Sequence

Click the Add Contacts drop-down.

Add Contacts

Click Upload CSV to upload contacts from a CSV file.

Upload CSV

Click Select CSV File to upload your CSV.

Select CSV

In the "Column Mappings" section of the "Import Contacts" screen, link each CSV Column Header to the appropriate Apollo Field by clicking the drop-down for each and selecting the correct field.

Map Fields

Select the appropriate options from the drop-boxes for each of the items in the "Settings" section.

Settings

When you're finished configuring the "Settings" section, click Import.

 
Get Your Learn On!

In the mood for more? You can find additional information about each of the settings available when you upload a CSV file in the Upload a CSV of Contacts to Apollo article.

Import

When Apollo finishes with the upload, the Search screen loads with a filter for the completed CSV file to confirm which contacts Apollo added to the sequence.

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Add Contacts to a Sequence from a List

Launch Apollo, click Engage in the navbar, and then click Sequences.

Sequences

Click the sequence to which you want to add the contacts from a list.

Choose Sequence

Click the Add Contacts drop-down.

Add Contacts

Click Select List to upload contacts from one or more of your lists.

Select List

In the Select List modal, click the drop-down and then click the list(s) of contacts to which you want to add to the sequence. There is no limit to the number of lists that you can add to the sequence.

Select List Drop-Down

Select the mailbox from which you want to send emails.

Select List

Then, click Sequence.

Select List

Apollo has now added the contacts from your list(s) to the sequence.

Select List

 
A Little Advice

Please note, Apollo sends you a warning message if any of the contacts from your list(s) are already part of another sequence or the information is not up-to-date. Click the X if you decide not to add the list of contacts to the current sequence .

Click X

If you still want to add all the contacts to the sequence, click the checkbox(es) and then click Sequence Contacts. If you do not click the checkbox(es), Apollo excludes the contacts in the warning modal when adding the list to the sequence.

Select List

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