After pressing "Add Sequence 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 and images to your email if needed.

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:

Note: Step Templates and variables are supported by Email steps only.

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