Prerequisites
Before using Sequences, you need:- Admin or User role with appropriate permissions in your Reevo workspace
- Connected mailbox to send emails from sequences
- Contacts or accounts to enroll in your sequences
- Email templates (optional but recommended for faster setup)
Get Started
Accessing Sequences
Understanding Steps in Sequences
A sequence consists of multiple steps that can include automated emails, manual tasks like calls or LinkedIn outreach, and A/B testing variants to optimize messaging. Reevo offers full customization of these actions to build sequences that fit the way your team sells.| Category | Step Type | What it does | When to use | User Experience | Action Required |
|---|---|---|---|---|---|
| Automatic | Automated Email | Sends emails automatically without user intervention. | For standardized messaging that doesn’t need customization. | Emails queue and send automatically based on schedule and and mailbox quota | None (System handles everything). |
| Task | Manual Email | Creates a task to review and send an email manually. | When you need to personalize messages or add context. | A task appears with a draft email prepared. | Open task, review/edit, and click send. |
| Task | Phone Call (Contacts enrolled in this sequence must have a valid phone number in your CRM) | Creates a call task with instructions and talking points. | For phone outreach in multi-channel sequences. | Task appears with call details and priority level. | Complete call and log the outcome. |
| Connection Request | Creates a task to send a LinkedIn connection request. | To expand your network and get on prospects’ radar. | Task includes the connection message and note. | Send the request via LinkedIn. | |
| Message | Creates a task to send a direct LinkedIn message. | For following up with connected prospects. | Task includes the message content. | Send the message via LinkedIn. | |
| InMail | Creates a task to send a LinkedIn InMail (Premium). | To reach prospects you aren’t connected with yet. | Task includes InMail content. | Send the InMail via LinkedIn. |
How to Create and Launch Sequences
🧬 Step 1: Creating a Sequence
- Ensure you have at least one mailbox in your email setup (under settings) that is enabled for sequences and ready for sending
- From Connect > Sequences, click New Sequence to start a new sequence
- Select one of the following creation methods:
- Start from scratch: Build a completely custom sequence from the ground up
- Best for unique outreach strategies or when you need full control over every detail
- You’ll configure the sequence name, schedule, and steps manually
- Use a sequence blueprint: Choose from pre-built sequence templates designed for common use cases
- Saves time by providing proven sequence structures you can customize
- Ideal for standard outreach patterns like cold outreach, follow-ups, or onboarding
- Clone a sequence: Copy an existing sequence from your workspace
- Preserves all steps, variants, and configurations from the original
- Perfect for creating variations of successful sequences or adapting a teammate’s sequence
- Start from scratch: Build a completely custom sequence from the ground up
- Name your sequence with a clear, descriptive title (i.e Tech Founders Email Multi-Channel Cold Outreach)
- Add sequence steps in order:
- Automated email steps: Compose email content or select from templates
- Manual task steps: Add call tasks, LinkedIn connection requests, or other manual actions
- Wait periods: Set delays between steps (hours or days)
- Configure step variants for A/B testing different messaging approaches
- Set your sending schedule to control when emails go out
- Enable the variant you want to activate for this sequence
👤 Step 2: Enrolling Contacts
In order to launch a Sequence, at least 1 contact must be enrolled. There are four primary methods for adding contacts to sequences:| Enrollment Method | How to Access | What It Does | When to Use |
|---|---|---|---|
| Add from List | Go to Connect > Sequences, click Add contact, select Add from list. | Allows you to select an existing contact list and enroll all contacts from that list at once. | Best for bulk enrolling pre-defined groups you have already organized. |
| Add from CRM | Go to Connect > Sequences, click Add contact, select Add from CRM. | Opens a search interface to find contacts by name/email. Note: Admins can toggle between personal or organization-wide contacts. | Ideal for hand-picking specific contacts or reviewing individuals before enrollment. |
| Add from Prospecting | Go to Connect > Sequences, click Add contact, select Add from prospecting. | Redirects you to the prospecting tool to search for new leads and enroll them immediately. | Perfect for finding and enrolling net-new prospects who are not yet in your database. |
| Chrome Extension | Open the Reevo Chrome Extension while viewing a LinkedIn profile. | Allows you to extract a contact and enroll them directly without leaving the LinkedIn tab. | Streamlines workflow when prospecting on LinkedIn to avoid tab-switching. |
Enrollment Run Details
When you click into a specific enrollment run, you’ll see:
- Contact does not have email
- Contact is already enrolled in another sequence
- Email address is risky (Not recommended or Use with caution)
- Contact does not have an account
- Contact does not have an owner
- Contact is missing a phone number
Why Enrollment History Matters
Enrollment History helps you:- Troubleshoot enrollment issues: Understand why specific contacts failed to enroll so you can fix the underlying problems
- Maintain data quality: Identify contacts missing required information (emails, accounts, owners)
- Protect sender reputation: See which contacts were blocked due to risky email addresses
- Track enrichment progress: Monitor email and phone enrichment runs that were triggered during enrollment
- Re-enroll contacts: After fixing issues, you can retry enrollment for failed contacts
Enrollment Status Tracking
Behind the scenes, the system tracks detailed enrollment status information including when contacts were enrolled, when they exited, and why they exited. This powers the enrollment history views and helps you understand the full lifecycle of each contact’s journey through your sequences🚀 Step 3: Launch Sequence
Review your sequence and click Launch to activate it
Refer to this article to learn how to manage and measure your sequences
Sequence Rules and Automation
Sequences respect several rules to protect deliverability and user experience:- Reply detection: When a contact replies, they automatically exit the sequence
- Sending schedules: Emails only send during your configured business hours
- Mailbox rotation: If using multiple mailboxes, sequences distribute sends across them
- Duplicate prevention: Contacts cannot be enrolled in multiple sequences simultaneously
Troubleshooting / FAQs
New AccordionWhy aren't my sequence emails sending?
New AccordionWhy aren't my sequence emails sending?
Check these common issues:
- Verify your mailbox is connected and healthy in Settings
- Confirm your sending schedule allows emails at the current time
- Check if you’ve reached your monthly email quota in Usage
- Ensure contacts are not already in another active sequence
The launch button is gray and I can’t launch a sequence:
The launch button is gray and I can’t launch a sequence:
Can I edit a sequence after contacts are enrolled?
Can I edit a sequence after contacts are enrolled?
Yes, but changes only affect contacts who haven’t reached that step yet. Contacts already past a step won’t receive retroactive changes.
What happens when a contact replies to a sequence email?
What happens when a contact replies to a sequence email?
The contact automatically exits the sequence to prevent automated follow-ups after engagement. You’ll see the reply in your inbox and can continue the conversation manually.
How do I know which sequence variant is performing better?
How do I know which sequence variant is performing better?
Review A/B test results in the Performance tab of your sequence. Reevo tracks open rates, reply rates, and other engagement metrics for each variant. Use the winning variant for future enrollments.
Can I use sequences for existing customers or only prospects?
Can I use sequences for existing customers or only prospects?
Sequences work for any contact in your Reevo workspace. Common use cases include prospect outreach, customer onboarding, renewal reminders, and event invitations.