Build sequences and control enrollment
Create reviewed email steps, delays, variables, variants, signatures, and safe enrollment rules.
When to use this
Use Sequence and Settings before launch to decide what eligible prospects receive and when.
Requirements and availability
- Every message and AI draft must be reviewed before launch.
- Unknown variables are called out and must be corrected.
- Scale includes A/B variants and custom signatures when the separate Outreach subscription is active.
How to do it
- Open a campaign and choose Sequence.
- Add an email step, subject, body or AI prompt, and wait days.
- Insert only supported variables and resolve Unknown variables.
- Optionally send a test email from a connected account.
- In Settings, choose workers, score, daily volume, verified-email rule, stop rules, sending hours, days, and time zone.
- Review the final sequence as a recipient would see it before launch.
Fields and controls
| Control | What it does |
|---|---|
| Draft this sequence with AI | Creates editable draft copy. |
| Wait days | Sets delay before the next email. |
| Variables | Inserts supported prospect or sender values. |
| Variant subject / body | Adds an A/B version when included. |
| Add signature | Adds configured sender identity and optional logo. |
| Emails per day per inbox | Caps daily sends for each selected inbox. |
What happens next
Only prospects meeting source and enrollment rules enter. A reply stops the sequence for that thread; configured stop rules can stop related sends.
States you may see
| State | Meaning |
|---|---|
| Draft | Editable and not active. |
| Unknown variables | A placeholder cannot be resolved. |
| Test sent | A test request was accepted; verify the receiving inbox for delivery. |
Credits and usage
AI drafting and editing do not change prospecting credit use. Sending-account and Outreach limits remain separate.
Common problems
| Problem | What to check |
|---|---|
| No prospect exists for a test | The preview may use sample values; do not treat them as account data. |
| An address is suppressed | Nothing is sent; review the suppression and stop-rule reason. |