Access
Why don't I see the Sequencer?
Why don't I see the Sequencer?
Your team is not in the early access program yet, or your seat is not Enterprise, Enterprise+
or Admin. Ask your account manager to add your team. The Sequencer is turned on team by team,
so you may not see it yet even on an Enterprise plan.
What can a sequence do?
What can a sequence do?
Send emails on a schedule, put calls on your dial list, and remind you about to-dos, in the
order you set. Emails go out from your team’s connected mailboxes, and every step can wait a
set time before it runs. See Run outreach with sequences.
Mailboxes and sending
Which mailboxes can I send from?
Which mailboxes can I send from?
Google Workspace, Microsoft 365, or any mailbox that supports SMTP. Connect them in
Sequencer › Settings › Mailboxes. Reps can connect their own inbox, unless an admin
turns off Let reps connect their own mailbox. See Connect a mailbox.
Where do replies go?
Where do replies go?
Replies come back to the mailbox that sent the email, and land in Salesfinity’s Inbox, where
you can read and answer them.
My emails are not sending. What do I check?
My emails are not sending. What do I check?
Start with the mailbox: is it connected and able to send? Then check the sequence is turned on
and the person is still active in it. Fix Sequencer problems
goes through each cause in order.
Replies, meetings and unsubscribes
What happens when someone replies?
What happens when someone replies?
Replies are read and sorted, for example interested, meeting request, not interested or out of
office. An interested reply or a meeting request finishes that person’s sequence. You can change
this per sequence to pause or keep going instead.
Will other people at the same company keep getting emails after a meeting is booked?
Will other people at the same company keep getting emails after a meeting is booked?
No. A meeting set call or a meeting request stops outreach to everyone else at that company,
across every sequence on your team.
What if someone unsubscribes?
What if someone unsubscribes?
An unsubscribe click, an unsubscribe reply, a bounce, or a do not call again call adds the
person to the do-not-contact list. No sequence reaches them again.
What about out-of-office replies?
What about out-of-office replies?
The sequence pauses until the return date in the reply, or for 7 days if there is no date.
Calls and tasks
Do call steps go into my dialer?
Do call steps go into my dialer?
Yes. Call steps show up in Sequencer › Tasks and on your dial list, so you can work them
with the parallel dialer. The outcome you log counts toward what happens next in the sequence.
See Work your tasks.
Can I add people from my CRM?
Can I add people from my CRM?
Yes. Add people from a HubSpot list, a Salesforce report, a dial list, a CSV or pasted emails.
A preview shows who goes in and who is skipped, and why, before anything starts. See
Enroll people.
Can I manage sequences through the API?
Can I manage sequences through the API?
Yes. See the Sequencer API quickstart.
Next steps
Run outreach with sequences
How a sequence works, from first email to booked meeting.
Connect a mailbox
Set up the inbox your sequences send from.
Fix Sequencer problems
Emails not sending, refused enrollments and mailbox errors.
Get help from the team
Chat or email when you are stuck.