Start using sequences¶
It’s time to get started!¶
Now you are logged in, what’s next?
Before you start reaching out your prospects for the first time, here is the checklist to cover to get you started in no time.
Initial gearing up. One-time settings.¶
- Recommended: Make sure your signature is up to date
- Optional: Setup SMS and Voice calls number
- Optional: Setup Unsubscribe message
- Optional: Setup Book Me link
Start outreach¶
- Create Sequence or Clone Sequence
- Add steps
- Import recipients
- Adjust sequence settings
- Activate
- Handle interactions
Warm up - Run sample sequences¶
Go to the Sequences tab, find the sequences, and run two the most basic sample sequences:
Instructions¶
- Activate the sample sequences
- Handle the replies
- Archive the sequences that are finished