Getting Started
Q: How do I activate a sequence and start sending emails? Toggle the Activate switch next to your sequence on the Sequences dashboard, or selectActivate from the three-dot menu. The toggle is greyed out until your sequence is valid: it needs a name, at least one step, the first email step set to “New Thread,” a subject and body on every email step, and a connected sender (Gmail or Outlook via OAuth). Once activated, emails send according to each step’s configured schedule.
Q: What does “Incomplete” mean in my sequence?
A sequence shows as “Incomplete” when it is not yet valid. Common causes: missing sequence name, no steps configured, first email step not set to “New Thread,” missing subject or body on an email step, or no connected email sender. Once all fields are complete, the sequence becomes valid and can be activated.
Q: Why isn’t Sequences showing up in my account?
Sequences visibility is controlled by an organization-level preference. If sequences are hidden for your org, contact your admin to have access enabled. Access can also be configured on a per-user basis if only specific users should have visibility.
Activation & Candidate Lifecycle
Q: What happens when I activate a sequence with candidates already added? The system resumes each candidate’s individual journey from wherever they left off. It finds the next unsent step for each candidate and schedules it according to that step’s timing. For bulk enrollment, candidates are staggered by ~3 seconds each to avoid email provider rate limits (e.g., 100 candidates = sends spread over ~5 minutes). Q: Can I add candidates to an inactive/deactivated sequence? Yes. Candidates are enrolled in the sequence record, but no steps are scheduled or sent. A yellow banner will confirm that contacts added will not start receiving emails until the sequence is activated. When you later activate, all pre-added candidates will have their first step scheduled automatically. Q: What happens if I deactivate a sequence mid-run? All in-progress candidates are paused — not cancelled. Pending scheduled emails are unscheduled and future step timings are cleared, but no candidates are removed. When you re-activate, all paused candidates resume from exactly where they left off. Q: When does a sequence automatically stop for a candidate? A candidate’s sequence is auto-cancelled when: they reply to an email, an interview session is detected for them, a Calendly event is scheduled, or an ATS interview is found. The sequence owner receives a notification when a candidate is stopped.Email Sending & Deliverability
Q: How does email timing and pacing work between steps? There is no fixed cadence. Each step has its own schedule type: Instant (send now), Specific Time (exact date/time), Next Business Day (next weekday at a set time), or Later (delay in seconds, e.g., 3 days). After an email is sent, the system queues the next step based on that step’s configured delay. Q: How does the system ensure deliverability and protect my domain? Emails are sent from your own Gmail or Outlook account via OAuth — not a shared platform domain — so deliverability is tied to your own email reputation. Additional safeguards include: a 3-second stagger between bulk-enrolled candidates, a concurrency cap of 50 emails in parallel, automatic bounce and reply detection (every 5 minutes), auto-pause on send failures, and auto-cancel when a candidate has a scheduled interview. Q: Can I send sequences on behalf of someone else (e.g., a hiring manager)? Yes, you can send on behalf of another user who has connected their email account and granted you permission. Replies land in that person’s inbox since the email comes from their mailbox. To see replies yourself, add yourself as CC on steps, or monitor replies in the Sequences UI, which tracks and classifies them automatically. Q: Can I see the actual emails that were sent in my email client? Yes. All sequence emails appear in the sender’s Sent folder (Gmail or Outlook). You can also view the full rendered email content — including per-candidate personalizations — directly in the Sequences UI under each candidate’s step details.Steps & Channels
Q: What are manual email steps and how do they work? Manual email steps let you inject a human touch at key points in an automated sequence. When a candidate reaches a manual step, you review and optionally edit the pre-drafted email, then clickSend Now. Each manual step has a configurable auto-skip timer — if you don’t action it within the set period, it is skipped and the sequence progresses.
Q: Can I use non-email steps like phone calls or LinkedIn?
Yes, sequences support Phone, LinkedIn, and SMS step types. These are currently manual steps — they appear as tasks for you to execute, and the sequence progresses once you mark them done or they auto-skip. Automatic outreach currently only works for email steps with a connected mailbox.