Build your sequence in the editor

How to do it

1. Click a step card in the Sequence panel to edit it. The card shows its kind (Email 1, Manual 2, Call 3) and subject; between cards you see "Wait N days".
2. Add steps with the buttons under the list: Automated email, Manual email, or Phone call (the last one appears only when the calling add-on is on for your workspace).
3. Set "Wait before this step" (0–90 days) on any step after the first. New email steps default to a 3-day wait; new manual/call steps to 2 days.
4. Type the Subject. On follow-ups, leave it empty to keep the follow-up in the same thread as the previous email ("An empty subject keeps the follow-up in the same thread").
5. Write the Body. Select text and use Bold, Italic, Underline or Insert link (URL, Anchor text, Open in new tab). Use the "{ } Variable" menu to insert {{first_name}}, {{company}} and so on.
6. Change a step's kind at any time with the Type dropdown (Automated email / Manual email / Phone call) — subject, body and timing are kept.
7. Reorder with the up/down arrows on a card (attachments move with the step); delete with the trash icon.
8. Changes autosave three seconds after your last edit ("Unsaved changes…" → "Autosaving…" → "Autosaved"). Click Save changes to save immediately.

Good to know

• A sequence has 1 to 12 steps. Subject up to 998 characters; body up to 20,000 characters.
• Formatting supported: bold, italic, underline, links and paragraphs. Pasted text is cleaned to those formats; pasted markdown like bold becomes real bold.
• Under the body: "Reading time" (about 200 words per minute) and "Personalization" (how many variables the step uses). Tip shown: short, plain-text emails land best; avoid images and links in step one.
• Each email step (and each A/B variant) has the tick box "Add the mailbox signature when this step sends" — see the signature article.
• A step with an empty subject and body isn't autosaved until you type something.
• Editing a live campaign: leads keep their position in the sequence, so a lead waiting on step 3 gets the new step 3. Emails already sent are never changed. Open manual/call tasks are re-rendered with the new copy.
• The panel footer reminds you: automated emails send on their own; manual emails and calls wait for you in Tasks; every step stops for anyone who replies.
• Launch/Pause/Resume and Save changes sit in the header. Launch is refused with "Add leads on the Leads step before sending." when the campaign has no leads.