Add and Edit Steps
Each step is a touchpoint. Craft the perfect series of messages that guide your contact from cold to engaged.
Add a step
- Open your sequence
- Click Add Step
- Choose how to create the step:
- Write from scratch — Start with a blank editor
- Use a template — Pick from your template library
- Generate with AI — Let AI write the step
- Configure the step details
Step fields
Each step has these fields:
| Field | Description |
|---|---|
| Subject line | The email subject (supports merge variables) |
| Email body | The message content, built with the visual editor |
| Wait days | How many days to wait before sending this step (see Wait Times) |
| Track opens | Enable pixel-based open tracking for this step |
| Track clicks | Enable link rewriting for click tracking |
Edit a step
- Click on any step in the sequence
- Modify the subject, body, wait time, or tracking settings
- Changes save automatically
Reorder steps
Drag steps up or down to change their order. The sequence number updates automatically.
Delete a step
- Click the delete icon on the step
- Confirm the deletion
⚠️
Active campaigns: If this sequence is used in an active campaign, deleting a step does not affect contacts who have already passed that step. Contacts on that step will be moved to the next available step.
Typical sequence structure
A 3-step cold outreach sequence might look like:
| Step | Subject | Wait | Purpose |
|---|---|---|---|
| 1 | Quick question about {{company}} | — | Initial introduction |
| 2 | ”Following up on my note” | 3 days | Gentle reminder |
| 3 | One last thing, {{first_name}} | 5 days | Final check-in with clear CTA |
Tips
- 3-5 steps is the sweet spot — Enough to be persistent, not enough to be annoying
- Vary your approach — Don’t just repeat the same message. Each step should add new value.
- Make the last step low-pressure — “Totally understand if the timing’s off” performs well as a closer
- Enable tracking — You need open/click data to understand what’s working
Next step: Configure wait times