Skip to main content

​
Overview

Sequence templates are reusable blueprints for email sequences. They define the structure, timing, and content of a multi-step campaign without being tied to specific recipients. Your team can save successful sequences as templates and reuse them across different sheets and outreach campaigns.
Sequence Templates page

​
Templates vs Sequences

TemplateSequence
RecipientsNone — it’s a blueprintAttached to specific sheet rows
ExecutionCannot run on its ownRuns and sends emails
Created fromSequence Templates page or by saving a sequenceSheet with selected rows
Shared withEntire organizationVisible based on integration access

​
Creating a Template

There are two ways to create a sequence template:

​
From the Templates Page

1

Navigate to Templates

Go to Email Sequences (/email-sequences) and click the Sequence Templates tab.
2

Create Template

Click “Create Template” to open the visual sequence builder.
3

Design the Sequence

Add email nodes and wait nodes. Write the content for each step using {{variable}} placeholders. Give the template a descriptive name.
4

Save

Click Save to add the template to your organization’s library.

​
From an Existing Sequence

When you’ve built a sequence that works well, you can save its structure as a template for future use. This preserves the email content, timing, and structure while removing the recipient-specific data.

​
Using a Template

When creating a new sequence from a sheet:
1

Select Recipients

Select rows in your sheet and click the Sequence button.
2

Choose from Templates

Click “Choose from Templates” in the sequence composer.
3

Pick a Template

Browse your organization’s templates and system templates. Preview the steps, timing, and content before selecting.
4

Customize and Launch

The template’s structure is applied to your selected recipients. You can customize the content before launching.

​
Managing Templates

From the Sequence Templates tab, you can:
  • View — Click on any template to see its full structure and content in the detail panel
  • Edit — Modify the template’s content, timing, or structure
  • Delete — Remove templates you no longer need (supports bulk delete)
  • Track Usage — See how many times each template has been used

​
Template Best Practices

Use descriptive names that indicate the purpose, audience, and number of steps. For example: “3-Step Biotech Partnership Outreach” or “Follow-up After Conference Meeting”.
Design templates with common column names like {{First Name}}, {{Company}}, and {{Title}} so they work across different sheets. Avoid highly specific column names that may not exist in other sheets.
Allow enough time between emails for recipients to read and respond. A common pattern is Day 0, Day 3, Day 7 for a three-step sequence.
Aim for 2-4 steps per sequence. Longer sequences have diminishing returns and may feel spammy to recipients.