After pressing "Add Campaign Step" you'll be redirected to the Template creation pop-up.

  • Write down your email template using any number of variables ({firstname}, {Company}, etc.) to personalize it.
  • Specify the subject. If you want the email history of your follow-up sequence to show up in the same thread, leave subject lines for all steps (step 2 and beyond) blank.
  • If you already have an email template created, select it from the drop-down menu.
  • Add attachments to your email. If you need to add images to the email text, please contact support so we can enable this option for you.

You can also add CC'd contacts to your messages, separated by comma (not ;).

After you've created Step Templates, here is how your email chain should look:

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