Add Contacts to a Sequence

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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:

• From the search page.
• Upload a CSV file.
• Select contacts from a list.

Refer to the sections below for more info on how to add contacts to your sequences.

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Add Contacts to a Sequence with the Apollo Search Tool

To add contacts to a sequence from the Search screen:

1. Launch Apollo, click Engage, and then click Sequences.
2. Click the sequence to which you want to add a contact.
3. Click the Add contacts drop-down.
4. Click Prospect Searcher to search for contacts in the Apollo database.
5. Add filters to your search to find the right people for your sequence.
6. Select the contacts that you want to add.
7. Click the "Sequence" drop-down and then click Add to Sequence.
8. 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).
9. Click the Auto-assign email toggle to rotate between the mailboxes you send emails from.
10. Select the mailboxes from which you want to send the emails in your sequence. Apollo then dynamically manages which mailbox you send emails from based on the sending limits and availability of the selected mailboxes at the time of sending.
11. Click Save to immediately add your contact(s) to the sequence. Alternatively, you can schedule to add the contacts at a later date. To do so, click the Schedule add to sequence checkbox and select the date and time for which you want Apollo to add the contacts to the sequence.
12. Click Save.

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Add Contacts to a Sequence via CSV

To add contacts to a sequence via CSV file:

1. Launch Apollo, click Engage in the navbar, and then click Sequences.
2. Click the sequence to which you want to add the contact(s).
3. Click the Add Contacts drop-down.
4. Click Upload CSV to upload contacts from a CSV file.
5. Click Select CSV File to upload your 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.
7. Select the appropriate options from the drop boxes for each item in the "Settings" section.
8. Then, click Import.
9. After uploading your contacts, the search screen shows the contacts you added to the sequence.

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Add Contacts to a Sequence from a List

To add contacts to a sequence from a list:

1. Launch Apollo, click Engage in the navbar, and then click Sequences.
2. Click the sequence to which you want to add the contacts from a list.
3. Click the Add Contacts drop-down.
4. Click Select List to upload contacts from one or more of your lists.
5. 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 you can add to the sequence.
6. If you want to rotate between the mailboxes you send emails from, click the Auto-assign email toggle.
7. Select the mailbox(es) from which you want to send the emails in your sequence. If you selected the Auto-assign toggle, Apollo dynamically manages which mailbox you send emails from based on the sending limits and availability of the selected mailboxes at the time of sending.
    

   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.

8. Then, click Add now to enroll the contacts in the sequence immediately.
9. Alternatively, you can schedule to add the list(s) of contacts at a later date. To do so, click Schedule.
10. 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 again.

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

If you still want to add some of 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 contacts to the sequence.

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