Sequence templates (power user).
Build templates at Sales Outreach → Manage sequence templates (or directly at /dashboard/sales/templates).
The four steps
Every template has exactly 4 steps, sent at fixed default delays:
| Step | Default delay | Typical purpose |
|---|---|---|
| 1 | 0 days (immediate) | Opening — hook, who you are, why them |
| 2 | 4 days | Bump — different angle, specific value, proof |
| 3 | 8 days | Value-add — share something useful (case study, insight) |
| 4 | 14 days | Breakup — “I’ll leave it here…” — high response rates from this one |
You can override delays per step. Common variations:
- Tighter cadence —
[0, 2, 5, 9]for hot lists - Looser —
[0, 5, 10, 18]for executives or low-frequency buyers
Per-step fields
| Field | Notes |
|---|---|
| Subject | Email subject line. Supports tokens. |
| Body | Email body (plain text + line breaks; auto-converted to safe HTML on send) |
| Angle | Internal label for what this step is doing (e.g. “Pain point”, “Social proof”, “Breakup”). Doesn’t show to recipient. |
| Delay days | Days after the previous step (or after Approve & send for Step 1) |
Available tokens
Drop these into subject or body — they get filled in per recipient.
| Token | What it inserts |
|---|---|
{{contact.first_name}} | Prospect’s first name |
{{contact.last_name}} | Prospect’s last name |
{{contact.company}} | Company name |
{{contact.title}} | Job title |
{{contact.company_url}} | Company website |
{{contact.industry}} | Industry (from research profile) |
{{contact.personalization_hook}} | The personalisation hook (the most valuable token — use it in Step 1) |
{{sender.business}} | Your business name |
{{sender.owner_name}} | Owner display name (your name, used in sign-off) |
{{links.unsubscribe}} | Required in footer for compliance — auto-injected if missing |
Conditional blocks
When research is sparse, a token can come back empty. Use {{#if scope.field}} ... {{/if}} to drop unsupported phrases cleanly:
Hi {{contact.first_name}},
I've been following {{contact.company}}{{#if contact.industry}} in the {{contact.industry}} space{{/if}} and noticed{{#if contact.personalization_hook}} {{contact.personalization_hook}}{{/if}}.If industry is empty, that clause silently vanishes — no awkward “in the space” fragment.
Linting
The editor warns you about:
- Unknown tokens (typos)
- Wrong scope (e.g. using
sender.tech_name, which is a P09 token, not P02) - Missing unsubscribe link
Warnings appear as coloured pills next to the affected field.
Save behaviour
Saving a template upserts all 4 steps atomically — either all four save or none do. Edit one step, click Save, and steps 2–4 re-save in lockstep.
Soft-delete
Templates that have been used in real sequences can’t be hard-deleted. Hitting Delete soft-deletes (status = deleted) — the template stops appearing in the message-style dropdown but live sequences still render it correctly.
Best practices
Generic intros get ignored. Specific “I saw your X” gets opens. The contact.personalization_hook token is the single most valuable variable in the product.
- Step 4 is the highest-converting step. Don’t skip it. Phrasing matters: “I’ll stop bothering you here. If now isn’t the right time, no worries — just hit reply with ‘not now’ and I’ll close this out.”
- Keep Step 2 short. Under 80 words. The recipient already saw your intro; this is a bump, not a fresh pitch.
- Avoid banned phrases. Anything that screams template lowers reply rate — “I hope this email finds you well”, “I wanted to reach out”, “touch base”, “circle back”.