Build your sequence

Last updated: July 12, 2026

Creating a sequence is completed in four steps.

Step 1: Leads

Import the people you want to contact.

You can:

  • Select an existing lead list from Personalization.

  • Upload your own CSV file.

Only contacts with valid email addresses that aren't on your DNC (Do Not Contact) list are imported into the sequence.

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Step 2: Sequences

Build the emails your leads will receive.

Create your initial email, add follow-up steps, test different subject lines or email variations, and preview your sequence before sending.

Step 3: Schedule

Choose when your sequence should run.

Configure:

  • Start date

  • Optional end date

  • Sending hours

  • Time zone

  • Active sending days

Scheduling helps ensure emails are delivered during appropriate business hours for your audience.

Step 4: Settings

Configure how your sequence sends emails.

Settings include:

  • Sending accounts

  • Daily sending limits

  • Time gaps between emails

  • Reply handling

  • Delivery optimization

  • Bounce protection

  • Unsubscribe settings

These controls help balance campaign performance with healthy sending practices.

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Four-step sequence builder showing:
Leads → Sequences → Schedule → Settings

Save or launch

You can save your sequence as a Draft while you're still making changes.

When you're ready, click Launch to begin sending emails according to your configured schedule.

After launch, you can monitor replies and campaign activity from the Inbox.

Best practices

  • Build and enrich your lead lists before creating a sequence.

  • Use descriptive sequence names that make campaigns easy to identify.

  • Review your email content and personalization before launching.

  • Double-check your schedule and sending settings before activating a campaign.

  • Start with conservative daily sending limits when using newly connected inboxes.