Edit a Custom Sequence
Step 1: Open the Sequence tab
Go to Outreach and select the Sequence tab.
Step 2: Select a sequence
Click the custom sequence you want to edit. You can select a newly created sequence or any existing sequence from the list.
Step 3: Open the template
You’ll see all the steps associated with the sequence. To edit a template, either click the three-dot menu for the relevant step or click directly on the template name.
Step 4: Edit the template
The template view will open. Make the required changes to the email template.
Step 5: Save your changes
Click Update Template. A confirmation message will appear once the template has been successfully updated.
Clone a Custom Sequence
Step 1: Find the sequence
From the Sequence list, find the custom sequence you want to duplicate.
Step 2: Open the sequence options
Click the three-dot menu associated with the sequence.
Step 3: Select Clone
Click Clone to open the sequence creation window.
Step 4: Enter sequence details
Provide a Name and Description for the new sequence.
Step 5: Create the clone
Click Clone. The new sequence will include all the steps and templates from the original sequence.
Set a Sequence as Default
Step 1: Choose a sequence
From the Sequence list, find the sequence you want to use as the default.
Step 2: Open the sequence options
Click the three-dot menu associated with the sequence.
Step 3: Make it the default
Select Make Default. The sequence will now be marked as the default sequence for outreach purposes.
Use the Default Sequence for AI Outreach
Step 1: Enable AI Outreach
Go to the Jobs section and enable AI Outreach for the job.
Step 2: Confirm the sequence
When you select a sequence for the outreach, the sequence marked as default will be selected automatically.
Step 3: Choose another sequence if needed
If you want to use a different workflow, you can select any other available sequence before proceeding.
Tip: Set your most frequently used outreach workflow as the default to make AI Outreach setup faster.