<aside> 💡 Keep in mind

• Emails will be sent automatically by Crew, and the sequence will progress to the next step.

• LinkedIn steps (Invite, Message, InMails) will not be done automatically. Tasks will be added to your ToDo-Lists, to be performed by you on your LinkedIn. And needs to be “Marked as done” once performed, so that the sequence can goes to next steps.

</aside>

Create your 1st sequence

• Hit the Create Sequence button

• Give it a name We’d recommend to add something that will help you find it more easily later on, typically by adding your name, for example: [Eric] Front End Engineer Paris

• Hit the Create button

  

Add steps

You can add

• Email steps - Will be sent automatically
• LinkedIn Invites steps - Will generate tasks
• LinkedIn Messages (DMs) steps - Will generate tasks
• InMail steps - Will generate tasks

Adding Email Steps

• Email steps - Will be sent automatically

  • Choose a sender

    

    • Indeed, If a team member did check the “Send on behalf” option in Settings > Outreach > Gmail section, you can send an email on their behalf, meaning when the sequence will reach this step, the email will be automatically sent from this member

      

  • Add a Subject and a body text

  

  • Or load an email template that you have created prior to this

  

  • Add attachments and insert Variables

  

  <aside> 💡 Tip about variables : When writing your templates and want to add variables ($firstname, $currentposition, etc.), you can simply press “$” on your keyboard, which will display a list of variables. Then, without leaving the keyboard, you can scroll down and select the variable you’re searching for. You can even start typing the beginning of the variable to find it even quickly. For instance, by typing $first => $firstname will be suggested at the top of the list.

  

  </aside>