Add Contacts to a Sequence

Article author
Sarah Malone
Updated

Overview

You can add contacts to new or existing sequences at any time. If a sequence is active when you add a contact to it, Apollo enrolls them in the first step according to the sequence sending schedule.

There are several ways to add contacts to your sequences, including:

  • From the search page.
  • Upload a CSV file.
  • Select contacts from a list.
 
1 Trip Per Contact!

Each contact you enroll only gets 1 trip through each sequence step. Apollo tracks a contact's progress within the sequence to avoid sending duplicate messaging. If you need a contact to repeat the same sequence steps, clone the original sequence and add the contact to it.

Clone sequence button

The following sections show the various ways to add contacts to your sequences.

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Add Contacts to a Sequence via Search

 
So Many Options!

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.

To add contacts to a sequence from search:

  1. Launch Apollo and click Sequences.
  2. Click the sequence to which you want to add contacts.
  3. Click Add contacts > Prospect Searcher to search for contacts.
  4. Add filters to your search to find the right people for your sequence.
  5. Click the checkbox for each contact that you want to add.
  6. Click the Sequence drop-down, then choose whether to add an existing sequence or new sequence.
  7. Next, click the Sequence drop-down in the Add to Sequence modal and select the sequence to which you would like to add the contact(s).
  8. Toggle Auto assign email on to rotate between the mailboxes you use in Apollo. Otherwise, select the email you want to use to send emails to these contacts.
  9. (Optional) Click the Skip Contacts Validation checkbox if you don't need to review issues with contacts before sending them emails.
  10. (Optional) Click Schedule to set a specific time to add the contacts to the sequence.
  11. Click Add contacts to proceed. If there are any issues with your selected contacts, review them and decide whether you still want to add those contacts to your sequence. Then, click Sequence selection.

The contacts you selected will be added to the sequence.

 
Net New Vs. Saved

Apollo charges 1 credit per net new verified contact that you add to a sequence. There is no charge if you add a saved contact with a verified email address to your sequence.

For more information on how credits work, refer to What Are Credits?. For details on the Apollo verification process, see How Apollo Verifies Emails.

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Add Contacts to a Sequence via CSV

To add contacts to a sequence via CSV file:

  1. Launch Apollo and click Sequences.
  2. Click the sequence to which you want to add the contacts. Choose Sequence
  3. Click the Add Contacts drop-down. Add Contacts
  4. Click Upload CSV to upload contacts from a CSV file. Upload CSV
  5. Click Select CSV File to upload your CSV. Select CSV
  6. In the "Column Mappings" section of the "Import Contacts" screen, click the drop-down for each CSV column header and link it to the appropriate Apollo field. Map Fields
  7. Select the appropriate options from the drop boxes for each item in the "Settings" section. Settings
  8. Then, click Import. Import
  9. After uploading your contacts, the search screen shows the contacts you added to the sequence.
 
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.

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Add Contacts to a Sequence from a List

To add contacts to a sequence from a list:

  1. Launch Apollo and click Sequences.
  2. Click the sequence to which you want to add the contacts from a list. Choose Sequence
  3. Click the Add Contacts drop-down. Add Contacts
  4. Click Select List to upload contacts from one or more of your lists. Select List
  5. In the Select List pop-up, click the drop-down and then click the lists of contacts to which you want to add to the sequence. There is no limit to the number of lists you can add to the sequence. Select List Drop-Down
  6. To rotate between the mailboxes you use in Apollo, toggle on Auto assign email. Otherwise, select the email you want to use to send emails to these contacts. Auto-assign toggle
     
    Choose Your Mailbox Wisely, Folks!

    Have you selected a Microsoft Exchange mailbox you did not create in your name? If so, please note that when you send an email the name of the mailbox owner may appear as the sender in the recipient’s inbox. If you want to continue using this mailbox, consider adjusting your Microsoft Exchange settings first. Please refer to the Manage User Mailboxes article in the Microsoft Knowledge Base for more information about user settings. Alternatively, select a Microsoft Exchange mailbox that you created in your name or use any other connected mailbox from a supported email service provider. Apollo recommends sending your emails from a Gmail mailbox to get the most out of Apollo’s functionality.

  7. Click Add now to enroll the contacts in the sequence immediately. Select List
  8. (Optional) Click Schedule to add the lists of contacts at a later date. Schedule button in modal

Apollo has now added the contacts from your lists to the sequence.

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Why Do I See a Warning Message?

Apollo sends you a warning message if any of the contacts you want to add:

  • Are already part of another sequence
  • Have unverified email addresses
  • Have out-of-date information, for example, if a contact has recently changed jobs
  • Don't have an email address

You also see a warning message when you do not have ownership permission for a contact that you try to add to a sequence. If you are an admin, click here for more info on how to edit ownership or here to update ownership permissions

Click the X if you decide not to add any of the contacts to the current sequence.

Click X

If you still want to add some of the contacts to the sequence, click the checkboxes and then click Sequence Contacts. If you do not click the checkboxes, Apollo excludes the contacts when adding them to the sequence.

Select List

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