Sequence Basics

Sequences define reusable step-based journeys built from saved templates. They are used by campaign and lead-level sequence flows, but they are not a separate fully autonomous workflow engine.

Where to go

Go to Outreach -> Sequences.

What a sequence includes

Recognition cues to look for:

• Create sequence
• Sequence view
• Enabled
• Disabled
• Steps
• Step 0
• Type
• Template
• Delay (days)

Each sequence is built from ordered steps. Each step points to a saved template and includes a delay in days.

Sequence readiness

Sequence readiness is strict when a sequence is enabled.

At launch, customers should expect:

• each step needs a template
• each template must be Ready to send when the sequence is enabled

If those conditions are not met, the sequence is not launch-ready.

Key labels and recognition cues

The app uses a step-based editor with numbered steps, so Step 0 is the first step sent.

Customers should use the Enabled / Disabled state as a readiness cue, not just as a cosmetic toggle.

What to keep in mind

Sequences are reusable journey definitions, but they should not be described as a fully autonomous journey engine.

Manual sequence progression still matters in lead-level execution at launch.

Depending on your workspace role, some sequence setup and management actions may be limited. At launch, some of these actions are limited to workspace owners.

Related pages

• Campaigns and Sequences
• Campaign Basics
• Pipeline and Leads