If you’re new to Outreach and trying to figure out how to create a sequence in Outreach, you’re in the right place.
Starting a sequence can feel overwhelming, especially if you're still familiarizing yourself with the platform. But don’t worry; setting up sequences isn’t as complicated as it may seem.
Here’s what you’ll find in this guide:
- A clear explanation of what a sequence is and why it’s better than bulk emails.
- A simple, step-by-step walkthrough to set up a sequence from scratch.
- Tips on tracking performance and adjusting your approach for even better results.
By the end, you’ll be ready to create sequences that make your outreach.io smoother and more effective.
Let’s dive in and get your first sequence up and running!
What is a Sequence in Outreach?
A sequence is a series of planned steps to engage prospects over time. Instead of sending one email to a large group like you would with bulk emails, sequences allow you to create multiple touchpoints across a set period. This ensures continuous communication with your prospects.
Here’s how sequences differ from bulk emails:
- Bulk Emails: One-time email sent to many recipients. No follow-up unless done manually.
- Sequences: A set of automated steps (emails, calls, tasks) that unfold over days or weeks, keeping the conversation going with minimal effort.
Key Benefits of Using Sequences Over Bulk Emails:
- Consistent Follow-up: With sequences, you’re not limited to a single email. You can schedule multiple follow-ups, making sure prospects don’t forget about you.
- Personalized Touchpoints: Sequences allow you to mix different communication methods like emails, calls, and LinkedIn tasks, tailored to your prospect’s engagement level.
- Better Tracking: Each step in a sequence is tracked, so you can see how many prospects opened your emails, responded, or clicked on links. This gives you actionable insights to improve your outreach.
- Time-Saving Automation: Once set up, sequences run automatically, saving you from the hassle of manually following up with each prospect.
By using sequences, you’re creating a structured and ongoing interaction with prospects, increasing your chances of getting a response. It’s a smarter, more efficient approach compared to bulk emails.
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How to Create a Sequence in Outreach?
Creating a sequence in Outreach is simple. Let me walk you through it step by step.
First, log in to Outreach and click the “Actions” button in the top right corner. Then, from the menu, select “Sequence.”
Next, you’ll have three options:
- New: Start a sequence from scratch.
- Blueprint: Use a pre-built template.
- Clone: Duplicate an existing sequence for minor changes.
If you’re starting fresh, click New. Then, name your sequence and, if necessary, add a description to help your team understand its purpose.
Now, choose the sequence type:
- Steps by day interval: Ideal for drip campaigns where steps happen after a specific number of days.
- Steps by exact date/time: Best for time-sensitive events like webinars.
Once the type is selected, it’s time to add the steps:
- Auto Email: Automatically sends an email.
- Manual Email: Requires you to personalize the email before sending it.
- Phone Call: Reminds you to call the prospect.
- LinkedIn Task: Reminds you to connect or engage with prospects on LinkedIn.
Add as many steps as needed. Once you’re done, click Save and enable the sequence so it’s live and ready to go.
How to Track Sequence Performance in Outreach?
Tracking sequence performance in Outreach doesn't need to be complicated. Here’s how you can easily do it:
- Go to Sequences: Log into Outreach, and head over to the “Sequences” section from the sidebar.
- Click on the Sequence: Select the sequence you want to track.
- Access Insights: At the top of the sequence page, click on the “Insights” tab. This will show you key performance metrics.
- Hover Over Stats: You’ll see percentages like "Active," "Replied," and "Bounced." Hover over them to see the actual number of prospects in each category.
- Key Metrics to Watch:
- Replied %: Shows how many prospects responded.
- Opened %: Tells you how many opened your emails.
- Clicked %: Shows link clicks.
- Bounced %: Indicates failed email deliveries.
By quickly checking these metrics, you can see how well your sequences are performing and make adjustments to improve engagement.
Best Practices for Creating Effective Sequences
When creating sequences in Outreach, personalization, and timing are two key factors to focus on.
Personalization
Start by making your emails personal. Instead of sending generic messages, add details that are specific to each prospect. For example:
- Use their name in the email.
- Mention their company or industry.
- Highlight a problem they might be facing.
This shows you care and increases your chances of getting a response.
Timing
Next, think about when to send your emails. Timing is important. Sending too many emails quickly can annoy prospects. But if you wait too long, they may forget about you.
Here are some tips for better timing:
- Don’t send emails on weekends or late at night.
- Space your emails a few days apart to give time for replies.
- Use a schedule that keeps prospects engaged without being too aggressive.
Keep it Simple
Your sequence doesn't need to be complicated. A sequence with 5-6 steps is usually enough. Here’s a simple plan:
- Start with an introduction email.
- Follow up after a few days.
- Send a reminder or two.
- End with a final email to close the sequence.
Keeping it simple makes it easier for you to manage, and it’s clearer for the prospects to follow.
Improve Deliverability with SendSure
If your emails aren’t being delivered, no sequence will work. Many Outreach users face problems with emails going to spam.
SendSure Provides Two-Simple Solution to Improve Your Outreach.io Deliverability:
- Rotating domains: Send emails from different domains to protect your main domain from spam filters.
Verifying emails: Make sure you’re sending to valid email addresses, which reduces bounces and improves your reputation.
Conclusion
Creating a sequence in Outreach helps you stay organized and connect with your audience, but making sure your emails reach the right inbox is even more important.
You and I both know that timing and personalizing emails make a big difference.
To make sure your emails get delivered, use SendSure. It helps improve deliverability, so your emails reach the right people.
Schedule a consultation today to find out how it can double your pipeline and improve your email results.
Keep growing!
