Within your project, in the stage where the candidates that you want to contact are, check the white box at the top left. Then select “Engage.”

Afterwards, a screen will pop up on the bottom right. At the top, inside the black bar, you can choose if you want to send a single email or sequence.

When you select “Switch to sequence” a drop-down menu will appear with your sequence templates.

After you select your sequence template, the content and stage will load.

On the right hand side of your screen you will notice email ‘Insights.” These are tips for your email subject, body and sending to help increase your response.

Next, you can go through and review your follow up emails, adjust the times if needed or preview/send yourself a test.

When you’re ready, click “Start Sequence” on the bottom left.


Here is a short video tutorial that highlights the process:


Please reach out to [email protected] or directly contact your Customer Success Manager for more training on this topic.

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