Sequence Builder Creator
title: Sequence Builder Creator
description: Build multi-step outreach sequences using a visual block editor.
Overview
Create multi-step outreach sequences using blocks to automate emails, tasks, and lead management.
Prerequisites
- Email sender connected
- Lead list uploaded or CRM integrated
- Email templates created (for email blocks)
Access the Sequence Builder
- Click Sequences in the main navigation.
- Click Create New.
Add Source Blocks
Source blocks define which leads enter the sequence. Drag a source block to the canvas.
Leads from List(s)
Select one or more lists to pull leads from.
Segment of List
Filter leads by variable conditions:
- Variable Exists
- Variable Contains specific text
- Variable Does Not Contain specific text
Segment by Events
Filter leads by engagement:
- Email Opened
- Link Clicked
- Email Reply
- Custom Task Events
Lead from CRM Integration
Pull leads in real-time from your connected CRM (HubSpot, Salesforce, etc.).
Tip: Add multiple source blocks to combine lead sources.
Add Outreach Blocks
Cold Email
Send automated emails.
- Drag Cold Email block to canvas.
- Select an Email Template.
- Configure Send As:
- New Thread — Standalone email
- Follow-up — Reply to previous email
- (Optional) Enable A/B Test to test multiple templates.
Task
Schedule manual activities.
- Drag Task block to canvas.
- Select Task Type (Call, WhatsApp, LinkedIn, Custom).
- Set Due Date (e.g., "3 days after the previous block").
Add Condition Blocks
Control sequence flow based on lead behavior or timing.
Wait
Add delays between blocks.
- Drag Wait block between two blocks.
- Set duration (hours, days, weeks).
If/Else (Rules)
Branch leads based on events.
- Drag If/Else block after an outreach block.
- Set condition:
- Email Opened → Yes/No paths
- Link Clicked → Yes/No paths
- Email Replied → Yes/No paths
- Drag blocks to Yes or No paths.
Split 50-50
Randomly divide leads into two paths for A/B testing.
Add Action Blocks
Perform automated actions on leads.
Block | Action |
|---|---|
Move Lead to List | Transfer lead to different list |
Archive Lead | Archive lead in current list |
End Sequence | Stop sequence for this lead |
Unsubscribe Lead | Unsubscribe lead from all emails |
Configure Sequence Settings
Before launching, configure settings:
- Click Save & Launch.
- Configure:
Setting | Description |
|---|---|
Schedule Date/Time | When sequence starts |
Time Zone | Sending time zone |
Email Senders | Which sender(s) to use |
BCC | CRM BCC email for logging |
Evergreen Sequence | Keep running for new leads |
Review Emails in Outbox | Require approval before sending |
Stop Sequence on Reply | End sequence when lead replies (lead only or domain-wide) |
Provider Matching | Match sender provider to lead's email provider |
Plain-Text Emails | Send without HTML for deliverability |
Schedule for Verified Leads | Only email valid/risky/invalid leads |
Tracking | Track opens, clicks, replies |
- Schedule your sequence timing.
- Select your email sender and check the options you need.
- Select more settings if needed, then click Review to review your sequence settings.
Edit Settings or Launch
- Click Edit Settings if more alterations need to be made in sequence settings.
- Click Launch Sequence.
Check the Reports of your sequence.
Updated on: 03/07/2026
Thank you!