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Creating Email Sequences

CANDIDATE MANAGEMENT
Sequences automate multistep, personalized email outreach to your ideal candidates. Build a series of scheduled messages that keep your job top of mind until a candidate responds.
7 steps5 min read
 
Create a sequence
 
1
Step 1
Start Your Sequence
 
Navigate to CRM > Sequences.
 
Select Create Sequence.
 
Enter a Subject line for your first email.
 
Insert your Message.
💡 Note: Use dynamic tokens to personalize each email with candidate details, your company information, and your signature.
Sequences dashboard with the Create Sequence button highlighted.
The Sequences dashboard with Create Sequence selected.
Subject and message fields for a sequence step.
Entering the subject and message for the first email.
 
2
Step 2
Add Another Step
 
Select Add Step to build the next email in your sequence.
 
Set the Schedule for the new step in minutes, hours, or days from the previous step.
💡 Note: We recommend adding at least three steps to your email sequence.
A second step added to a sequence with a schedule offset.
Adding a second step and setting its schedule from the previous step.
 
3
Step 3
Preview and Test Your Emails
 
Once you have reviewed the emails in your sequence, select Preview to see how they will look.
 
Select Send Test Email to send a copy to yourself and confirm the formatting.
The Preview and Send Test Email buttons on a sequence step.
Previewing a sequence email before sending a test.
4
Step 4
Set Your Sequence Details
 
After confirming the steps in your sequence, select Next.
 
Set the following details:
 
Sequence Owner
 
Sequence Schedule
 
Associated Jobs
 
Associated Talent Pools
 
Who the sequence is visible to
 
Choose whether to include an unsubscribe link so recipients can opt out of future messages.
💡 Note: Your sequence schedule defines the days and hours your sequence is allowed to send. Most teams set this to Monday through Friday, 9 AM to 5 PM Central.
The sequence details screen showing owner, schedule, and visibility settings.
Setting the Sequence Owner, schedule, associated jobs and talent pools, and visibility.
Add candidates to a sequence
 
5
Step 5
Select Your Candidates
 
Navigate to your candidates from any of the following:
 
A Talent Pool
 
A Job Dashboard
 
AI Sourcing
 
Select the three dots next to a candidate's profile.
 
Select Add to Sequence.
💡 Note: You can do this in bulk by selecting multiple candidates before adding them to a sequence.
A candidate profile with the three dots menu open, showing the Add to Sequence option.
Selecting the three dots next to a candidate profile to add them to a sequence.
6
Step 6
Add to an Existing Sequence
 
Select Add to Existing Sequence.
 
Select the sequence you created.
 
Select Add to Sequence.
💡 Note: If a candidate came from the CRM and their data has not yet been enriched, you will be prompted to enrich their data before they can be added to the sequence.
The Add to Existing Sequence selection screen with a sequence chosen.
Choosing an existing sequence to add the candidate to.
Review sequence enrollments
✓
Final Step
View Enrollments and Engagement
 
Navigate to your sequence and select it to open it.
 
Select Enrollments to view everyone you have added to the sequence.
 
Review email engagement here, including whether a candidate has viewed or replied to an email.
💡 Note: Once a candidate replies to an email, they are automatically removed from the sequence. This prevents unintentional duplicate emails from being sent to the candidate.
The Enrollments view for a sequence, showing enrolled candidates and their email engagement.
The Enrollments view showing enrolled candidates and their email engagement.

Your sequence is ready to help you reach and re-engage your ideal candidates. Reach out to your CSM any time you need a hand.