Sequencing

Sequencing offers a way to build and streamline outreach efforts for sourcing candidates, engaging with prospects, or nurturing existing relationships. You can create a cohesive and efficient outreach by connecting a series of email and activity steps, with configurable delays between each. This feature is perfect for creating drip campaigns, streamlining business development, and maintaining strong relationships with your network.

Here are a few common ways you can use Sequences to drive engagement and stay connected.

• Candidate Sourcing – Reach out to candidates about a specific job you’re actively working on.
• Business Development Outreach – Promote your recruitment services to potential clients as part of an ongoing agency growth strategy. Ideal for building brand awareness and generating new leads.
• Marketing Top Talent – Proactively share your Most Placeable Candidates (MPCs) with select clients to spark interest and open up new job opportunities.
• Client & Candidate Nurturing – Stay top of mind by sending regular updates like monthly newsletters, new job announcements, or relevant industry content to maintain strong, ongoing relationships.

Accessing Sequences

You can access Sequences from Settings, under the Automation and Sequencing section. From the Sequences page, you can view Sequences you’ve created, access ones shared by others in your agency, and begin building new ones.

Viewing a Sequence

From the Sequences page, you can select any previously created Sequence to view its details and configuration. This view shows all enrolled records, including their enrollment status and progress in the Sequence. It also provides access to actions such as enrolling new records, activating or deactivating the Sequence, or deleting it completely.

To view or modify the configured steps, click the Edit button in the top right corner of the detail view.

Configurable Steps in a Sequence

Each Sequence can include automated emails and scheduled activity steps. There’s no limit to the number of steps that can be included.

Email Steps

An Email step automatically sends messages to enrolled People or Company records based on the configured Sequence order and timing. Emails are sent to the email address specified on the Contact Information card of an enrolled record’s Datasheet. Use these steps to build out a timed flow of messages that keeps your outreach consistent and efficient.

Scheduled Activity Steps

A Scheduled Activity step automatically creates activities for enrolled People or Company records, following the configured Sequence order and timing. Create tasks for manual follow-up through different communication channels, such as phone calls, LinkedIn messages, or text messaging. These steps can be used alongside email steps to build a mix of automated and personal touchpoints throughout the Sequence.

To learn more: Creating a Sequence

Timing Options for Each Step

Each step in a Sequence includes timing configurations. For the first step, timing starts when the record is enrolled. For all other steps, timing is based on when the previous step is completed.

There are two timing options:

• Immediately – Triggers the step right away. For the first step, that means as soon as the record is enrolled. For later steps, it means right after the previous step is completed.
• Set Date – Delays the step by a specified number of business days (Monday through Friday, excluding weekends)

Timing works slightly differently depending on the step type:

• Email Steps are sent automatically based on the selected timing—either immediately or after the configured delay. Once the email is sent, the delay associated with the next step will begin.
• Scheduled Activity Steps are generated as soon as the previous step is completed. Their due date is based on the delay you’ve set.
  • Note: regardless of when the activity is actually due, a Sequence will not continue to the next step until the scheduled activity is either Marked Complete or Deleted

Enrolling and Managing Records

Once a Sequence is created, you can enroll records from either the Sequences page or directly from a record’s Datasheet. As records move through the Sequence, their current status can be tracked in real time. Possible statuses include In Progress, Failed, Stopped, or Completed.

You can manage each record’s enrollment individually. Available actions include stopping its progress, retrying a failed step, or removing it from the Sequence entirely.

Note: If a recipient replies to an email in the Sequence, future steps will still send. To prevent this, you’ll need to manually stop the record in the Sequence or remove it entirely.

To learn more: Enrolling and Managing Records in Sequences