Watch the Video
Read the Doc
Overview
In Apollo, you can add contacts to a sequence in a few different ways. 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.
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.
[Back to Top](#top) ### Add Contacts to a Sequence with the Apollo Search Tool
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.
Click the sequence to which you want to add a contact.
Click the Add Contacts drop-down.
Click Prospect Searcher to search for contacts in the Apollo database.
Add filters to your search to find the right people for your sequence.
Select the contacts that you want to add.
Click the "Sequence" drop-down and then click Add to Sequence.
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).
Click View all sequences if you want to open a new tab to review all your options from the Sequences page.
Click Add now to immediately add your contact(s) to the sequence.
Alternatively, you can schedule to add the list of contacts at a later date. To do so, click Schedule.
Then, click the radio button next to your preferred scheduled time or manually select a custom date and time for which you want Apollo to add the contacts to the sequence.
Click Schedule.
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.
Add Contacts in Sequences with a CSV
Launch Apollo, click Engage in the navbar, and then click Sequences.
Click the sequence to which you want to add a contact.
Click the Add Contacts drop-down.
Click Upload CSV to upload contacts from a CSV file.
Click Select CSV File to upload your 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.
Select the appropriate options from the drop boxes for each of the items in the "Settings" section.
When you're finished configuring the "Settings" section, click Import.
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.
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.
Add Contacts to a Sequence from a List
Launch Apollo, click Engage in the navbar, and then click Sequences.
Click the sequence to which you want to add the contacts from a list.
Click the Add Contacts drop-down.
Click Select List to upload contacts from one or more of your lists.
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 the mailbox from which you want to send emails.
Have you selected a Microsoft Exchange mailbox that 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.
Then, click Add now to enroll the contacts in the sequence immediately.
Alternatively, you can schedule to add the list(s) of contacts at a later date. To do so, click Schedule.
Then, click the radio button next to your preferred scheduled time or manually select a custom date and time for which you want Apollo to add the contacts to the sequence.
Apollo has now added the contacts from your list(s) to the sequence.
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.
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.
