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Overview

Use the sequence builder to arrange emails and tasks into a repeatable outreach plan. For example, you can send an introductory email, wait two days, and create a task to follow up with a phone call. You write the email content, choose the steps and delays, and publish the sequence when it is ready. Each person you enroll then progresses through those steps. Before enrolling people, you will also need a sending mailbox.

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Build your sequence

1

Create and name the sequence

Open Sequences and click New sequence. Click the pencil beside the sequence name and give it a name that helps your team identify its audience or purpose.
2

Write the first email

Select the automatic email step and enter a subject and message. Use template variables for details that change for each recipient, such as their name or company.Unify sends automatic emails according to the sequence’s send schedule. If you want a rep to review and send the message, click Change step type and choose Manual email.
3

Add steps and delays

Click + beneath a step to add another email, phone call, or action item. For task steps, set the priority and due date and add instructions for the person completing the task. See step types for the available options.To space out the steps, click + where you want a pause and choose Add a delay. Set how long to wait before the next step. For example, add a two-day delay between the introductory email and a phone call.
4

Choose the sequence settings

Open Settings to review who can use the sequence and how it runs:
  • Sharing: Keep the sequence invite-only or share it with teammates who need access.
  • Send Schedule: Choose the days, hours, and time zone for sending emails. Send schedules work alongside the delays you add between steps.
  • Sequence ruleset: Select the shared settings your team uses for enrollment eligibility, exclusions, and task assignment. Expand the selected ruleset to review its settings. See Sequence rulesets to create or update one.
If you change these settings, click Save changes.
5

Publish the sequence

Review the email content, task instructions, and delays in the editor. Resolve any issues shown by Fix to publish, then click Publish and confirm.Unify opens the sequence’s enrollments page. Your sequence is now ready for you to enroll people.