Once your email account is connected and your contacts are imported, you're ready to create your first sequence.
A sequence is a series of steps that helps you engage with your contacts through different channels. You can combine different step types to build a sequence that fits your outreach needs.
Setting up a sequence
The Sequences tab is the default tab in Reply and the place where you can create and manage your campaigns. You have four options for creating a sequence:
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From Template - Start with a template from Reply or your team.
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From Scratch - Build your sequence from the ground up and customize its steps and settings.
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From Magic ✨ - Generate a sequence with AI based on your prompt.
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Jason AI SDR - Let AI build a campaign based on your business and offer, then add contacts automatically using your filters in Autopilot.
💡Important note: Jason AI SDR sequences are available only on AI SDR plans.
Sequence from scratch
We'll go over how to build your sequence from scratch, starting with adding contacts. There are several ways to do it:
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Import from CSV – Upload contacts from a file.
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Add from existing – Choose contacts from your existing lists in Reply.
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Create manually – Add individual contacts by entering their details.
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Set up integration – Connect your CRM or other tools to import contacts automatically.
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LinkedIn search - Search for contacts using your LinkedIn account.
💡 To add your website visitors to a sequence, choose the sequence in your tracker's settings on the Website visitors page. It's no longer one of the options inside the sequence.
Once your contacts are added, you can choose which steps to include in your sequence:
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Email (automatic and manual) - Contacts need to have valid email addresses.
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Call - Contacts need to have valid phone numbers in the correct format.
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SMS (automatic and manual) - Contacts need to have phone numbers.
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WhatsApp - Contacts need to have phone numbers.
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LinkedIn (automatic and manual) - Contacts need to have a LinkedIn profile URL.
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Zapier - Use this step to trigger actions in other tools through Zapier.
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Task - Create tasks or reminders for yourself or your team.
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Condition - Set up different paths in your sequence based on specific criteria.
Once you've added the first steps, you can also use two additional options: Action and Merge.
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Action - Move contacts to another sequence and choose the specific step where they should continue.
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Merge - Connect the current branch to another step in the sequence. Contacts will then continue from the selected step.
You can also manage your sequence steps in several ways:
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Reorder steps using drag-and-drop.
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Copy existing steps.
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Add or pause A/B variants.
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Set a delay between steps.
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Delete steps you no longer need.
👉 See also: Manage sequence steps
💡Important note: If you choose an Email step, make sure to set a subject line for Step 1. To keep all emails in the same thread, leave the subject line empty for Step 2 and onward.
Sequence settings
The Settings tab is the final step in sequence setup. Here, you can review your campaign and configure its settings.
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Account - Connect your mailboxes and LinkedIn account.
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General settings - Set the maximum number of new contacts to add to Step 1 each day, the daily email limit for the sequence, and the delay between emails.
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Schedule - Choose an existing schedule or create a new one.
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Replies handling - Choose how to handle contacts who reply or book a meeting.
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Calls handling - Configure how call steps are handled, including automatic calls.
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Tasks handling - Choose who owns the tasks and how they should be handled.
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Jason AI - Configure Jason AI to handle replies and personalize emails.
👉 See also: Sequence settings
Deliverability settings
Here, you can choose whether to use plain text mode and enable open and click tracking.
Plain text mode is enabled by default for new sequences. It removes HTML formatting, images, and tracking links, so emails are sent as plain text.
Once you've configured the settings, you can save your changes or launch the campaign right away.
