Create a New Sequence

Define your outreach playbook once, then reuse it across unlimited campaigns.

Step by step

1. Navigate to Outreach > Sequences in the sidebar
2. Click New Sequence
3. Enter a name (e.g., “3-step cold outreach”)
4. Add an optional description explaining the strategy
5. Check Save as template if you want to reuse this sequence across campaigns
6. Click Create

Your sequence is created with zero steps. The next step is adding your email steps.

Naming tips

Template sequences

When you check Save as template, the sequence becomes reusable:

• It appears in the sequence library for future campaigns
• When used in a campaign, a copy is created — changes don’t affect the template
• Update the template anytime, and new campaigns get the latest version

What happens next

An empty sequence needs steps. Let’s add your first email.

Next step: Add steps to your sequence