What You Can Do With Sequences
- Build cold outbound cadences for leads you have not engaged yet
- Combine LinkedIn and email touches in a single reusable workflow
- Start from templates or describe the campaign in chat
- Personalize outreach with lead data, org context, knowledge-base context, and custom variables
- Preview the sequence before launch
- Track enrollments, replies, opens, and per-step completion
Sequence Lifecycle
1
Build
Start from a template or describe your outreach goal in chat. The builder uses your business context and knowledge base to draft the sequence.
2
Configure
Choose the send window, timezone, daily email cap, stop rules, sending inbox, LinkedIn account, and custom variables.
3
Test
Preview rendered steps and confirm the copy, variables, and personalization before launch.
4
Activate
Activate the sequence when the structure and settings look right.
5
Enroll
Add leads from the sequence detail page or from the Leads table.
6
Execute
A background worker checks due enrollments every 5 minutes, executes the current step, logs activity, and advances the lead.
7
Track
Monitor high-level metrics, per-step funnel performance, lead progress, replies, and email opens.
Supported Step Types
AI-Assisted Building and Personalization
- Start from a template or describe the campaign in chat
- The builder uses your org’s business context and knowledge-base context to draft steps and copy
- Generated sequences are currently V1 no-voice
- Email steps can optionally use AI personalization at send time to lightly tailor copy for each lead. Today, that light rewrite is powered by GPT-5.4.
Sequence Settings
Managed Email Signatures
Every email step now uses a managed signature that is shared with Email Campaigns, set once on the Email Settings page and applied automatically to every send.Enrollment and Execution
When you enroll leads, Emanate validates them, creates sequence enrollments, and schedules the first step. After that, execution is automatic.- Due enrollments are checked every 5 minutes
- Each execution logs activity for the step that ran
- Waits and conditions determine when a lead becomes due again
- Reply and bounce rules can stop the sequence for a lead automatically
Testing and Tracking
Before launch, use Preview & Test to inspect the sequence safely. After activation, use the sequence detail views to monitor:- Total enrolled, active, completed, and reply rate
- Step funnel counts
- Each lead’s current step and overall progress
- Email opens tracked through the open pixel
Current Boundaries
- Structural step edits are blocked once leads are already enrolled. Finalize the step order before putting leads in flight.
- Manual steps are intentionally lightweight in V1. They create activity records instead of a richer human task workflow.
- Sequences are designed for cold outbound email and LinkedIn cadences, not voice outreach.
Next Steps
Launch Your First Sequence
Build, test, activate, and monitor a live sequence
How to Build a Successful Sequence
Targeting, cadence, and copy practices that drive replies
Leads Overview
Prepare the leads you want to enroll
Inboxes
Connect the inbox you want to send from
Campaigns
Use Campaigns for outbound voice calling