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This tutorial walks through creating a reusable sequence template, assigning contacts, and letting Emanate’s queue run the cadence on your behalf. Time: 20–30 minutes
Prerequisites: Connected Gmail inbox, connected LinkedIn account, contacts available in your TAM

What We’ll Build

A template that:
  • Mixes LinkedIn and email steps in a single cadence
  • Uses variables like contact name and company name for personalization at scale
  • Respects daily send limits automatically via the queue
  • Stops cleanly when a contact replies or a meeting is booked

Step 1: Connect Your Sending Accounts

Before you build or assign a template, connect:
  • The Gmail inbox you want to send emails from
  • The LinkedIn account you want to use for LinkedIn steps
Sequence steps only run when the required sending accounts are connected. Use a domain you have already warmed up for best email deliverability.

Step 2: Create a Sequence Template

  1. Navigate to Sequences in the sidebar
  2. Click New Template
  3. Give the template a clear name (e.g., “Cold Outbound — VP Sales”)
Remember: the template is the blueprint. Each contact you assign gets their own independent sequence instance from this template.

Step 3: Build the Step Flow

Sequences support three step types you can mix and match: Email, LinkedIn connection request, and LinkedIn message. A typical multi-channel sequence might look like this:
StepChannelTiming
1LinkedIn connection requestImmediately on start
2Email2 days after step 1
3LinkedIn message3 days after step 2
4Email (follow-up)4 days after step 3
For each step, define the content and the delay before it sends relative to the previous step.

Step 4: Add Personalization with Variables

Click into each step and insert variables from the editor’s variable picker — for example, contact name, company name, and sender name. Variables let your outreach feel personal at scale.
If you paste copy from an external document, double-check that variable tokens are properly detected. Re-insert them from the editor’s variable picker if they appear as plain text.
If a variable cannot be resolved for a specific contact (such as a missing first name), Emanate flags it before the sequence sends so you can fix it.

Step 5: Assign Contacts

You can add contacts in three ways:
  • Single contact — from the contact’s detail page, open the sequence selector (top-right) and choose your template, then click Add to Queue.
  • Bulk — from the Contacts page, filter to your target list, select contacts, and choose Assign to Sequence (review-first) or Assign and Start Sequence (immediate start).
  • CSV import — upload contacts into your TAM, then use the bulk workflow above.
For lists of 100+ contacts, use Assign and Start Sequence and let the queue handle pacing. The queue respects daily send limits and spreads outreach over multiple days.

Step 6: Watch the Queue Work

Once contacts are queued, Emanate processes them through a two-layer queue:
  1. Sequence Queue — every started sequence sits here. No daily limits apply.
  2. Task Queue — each individual step (email, LinkedIn request, etc.) has its own daily and hourly send limits.
This is why a 100-contact batch will not all fire on day one — the queue intentionally spreads sends to protect your domain reputation and stay within LinkedIn’s rate limits. A common starting volume is 20–30 new sequences per day per user, which yields roughly 60–90 emails per day at steady state for a 3-step email template.

Step 7: Monitor Statuses

Every sequence for a contact moves through statuses you can see on the Sequences by Contact page or the contact’s detail view:
StatusWhat it means
SuggestedAssigned to a template but not started.
QueuedWaiting for capacity in the send queue.
Started / ActiveSteps are sending according to the template’s timing.
RespondedContact replied. Sequence stops automatically.
Meeting BookedMeeting detected at the contact or their account. All sequences at the account stop.
StoppedManually stopped. Will not restart.
CompletedAll steps executed.

Step 8: Let Emanate Handle Stop Behavior

Once the sequence is live, Emanate handles the most important stops automatically:
  • Replies stop the sequence for that contact only.
  • Out-of-office replies pause and resume — on the stated return date, or one week later if no date is given.
  • Meeting booked stops sequences for all contacts at the account.
For temporary halts (holiday, message revision), coordinate with your CSM to set your daily limits to zero — this pauses the queue without permanently stopping any sequences.

Troubleshooting

This is expected if you queued a large batch. Emanate throttles sends to stay within daily send limits and rolling hourly limits. Wait 24–48 hours and check again. See Queue & Send Limits.
Verify your Gmail and LinkedIn connections are still active. Expired sessions stall sends. Reconnect from settings if needed.
Check the sequence status: Responded, Meeting Booked, Stopped, and Completed are all terminal states. The contact’s account activity log shows the specific event that triggered the stop.
You cannot switch contacts who are in an active sequence. Stop their current sequence first, then assign the new template via the bulk Switch Sequence action on the Contacts page.

What’s Next?

Sequences Overview

Re-read the full lifecycle and step types

Templates

Build more templates and step variations

Autopilot

Have Emanate start sequences daily from your TAM

Campaigns

For outbound voice, use Campaigns