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 minutesDocumentation Index
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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
Step 2: Create a Sequence Template
- Navigate to Sequences in the sidebar
- Click New Template
- Give the template a clear name (e.g., “Cold Outbound — VP Sales”)
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:| Step | Channel | Timing |
|---|---|---|
| 1 | LinkedIn connection request | Immediately on start |
| 2 | 2 days after step 1 | |
| 3 | LinkedIn message | 3 days after step 2 |
| 4 | Email (follow-up) | 4 days after step 3 |
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 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.
Step 6: Watch the Queue Work
Once contacts are queued, Emanate processes them through a two-layer queue:- Sequence Queue — every started sequence sits here. No daily limits apply.
- Task Queue — each individual step (email, LinkedIn request, etc.) has its own daily and hourly send limits.
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:| Status | What it means |
|---|---|
| Suggested | Assigned to a template but not started. |
| Queued | Waiting for capacity in the send queue. |
| Started / Active | Steps are sending according to the template’s timing. |
| Responded | Contact replied. Sequence stops automatically. |
| Meeting Booked | Meeting detected at the contact or their account. All sequences at the account stop. |
| Stopped | Manually stopped. Will not restart. |
| Completed | All 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.
Troubleshooting
The queue is processing slowly
The queue is processing slowly
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.
A sequence is stuck in Queued status
A sequence is stuck in Queued status
Verify your Gmail and LinkedIn connections are still active. Expired sessions stall sends. Reconnect from settings if needed.
Contacts disappeared from my sequence
Contacts disappeared from my sequence
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.
I want to move contacts to a different template
I want to move contacts to a different template
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