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Outreach sequence
·
Manual / March 15 yearly
Spring thaw outreach
Paused
3 steps over ~7 days
Sends from the record owner
Turn on
Test send
Enroll
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Settings
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Turn on
Enrolled
1
,
8
4
0
1,840
Sent
1,840
Open rate
33%
Reply rate
2%
Paused.
1,840 enrollments are holding at their current step.
Turn on
Builder
3
Enrollments
1840
Rules & settings
2
In plain words
· updates as you edit
3 steps over 7 days · 2% reply overall
When
manual / March 15 yearly
day 0
email
wait 7 days
email
branch
Stops when reply or unsubscribe.
Ends with a branch: clicked a trade → notify Dean + owner, enroll trade sequence, create call task.
Test send to me
Flow
read top to bottom · hover between steps to add one
Add step
Start
Starts when
Manual / March 15 yearly
1,840 enrolled
Enroll a list or a single contact by hand.
Enroll a list
Day 0
Step 1 · Email
· day 0
Everything's melting — what's leaking? (trade links)
from the record owner
Sent
1
,
8
4
0
1,840
Opened
33%
6
1
2
612
Replied
2%
4
1
41
One version
A/B test
Wait 7 days
business days
Day 7
Step 2 · Email
· day 7
Resend to openers who didn't click
from the record owner
One version
A/B test
Day 7
Step 3 · Branch
· day 7
Clicked a trade → notify Dean + owner, enroll trade sequence, create call task
Yes → exit or hand off
No → keep going
Exit
Leaves the sequence when
Reply
Unsubscribe
or after the last step
Edit exit rules