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Sequences6 min read

Creating Sequences

Build multi-step email sequences with custom timing, template variables, and AI personalization.

Last updated: March 7, 2026

What Is a Sequence?

A sequence is a series of email steps sent to a contact over time. Each step has its own subject line, body, and delay. When you enroll a contact in a sequence, they start at step 1 and automatically progress through each step based on the configured timing.

Creating a New Sequence

  1. Navigate to the Sequences page
  2. Click Create New Sequence
  3. Enter a name for the sequence
  4. Click Create

You'll be taken to the sequence editor where you can add email steps.

Adding Steps

Click Add Step to add an email to the sequence. Each step has these fields:

FieldDescription
SubjectThe email subject line. Supports template variables.
BodyThe email content. Supports template variables and HTML formatting.
Delay (Days)How many days to wait after the previous step before sending this one. Step 1 sends as soon as the contact is eligible.
Delay (Hours)Additional hours to add to the delay (optional, for finer timing control).
Send at HourOptional. Specific hour (in Central Time) to send this step. If not set, sends anytime within the sending window.
Reply to PreviousIf enabled, this email is threaded as a reply to the previous step β€” it appears in the same email thread in the recipient's inbox.

Template Variables

Template variables let you insert contact-specific information into your subject lines and email bodies. Use double curly braces:

VariableWhat It Inserts
{{firstName}}Contact's first name
{{name}}Contact's full name
{{jobTitle}}Contact's job title
{{company}}Contact's company name
{{email}}Contact's email address
{{topTag}}Most recent company research tag (from enrichment)
{{topTitle}}Most recent company research headline
{{topSnippet}}Excerpt from the most recent company research
{{topDate}}Date of the most recent company research
{{topLink}}Link to the most recent company research source

When composing a step, use the Variables menu to insert variables without having to type the curly braces manually.

Tip: If a variable has no value for a contact (e.g., missing job title), the variable placeholder will be empty in the sent email. Make sure your copy reads naturally even if optional variables are blank.

AI Personalization

Each step can optionally include an AI prompt. When an AI prompt is set, Revrep uses AI to generate unique email content for each contact based on:

  • The contact's name, title, and company
  • Company research data (if available)
  • Your brand voice settings
  • The prompt instructions you provide

The AI generates content at send time, so every contact receives a unique email β€” not a template with merge tags.

Sequence Actions

From the sequences list, you can:

  • Edit: Modify steps, timing, and content
  • Rename: Change the sequence name
  • Duplicate: Create a copy of the sequence with all its steps
  • Pause/Activate: Pause all active enrollments in the sequence, or reactivate them
  • Delete: Permanently remove the sequence (this cannot be undone)

Schedule Overrides

By default, sequences use the global sending schedule (9 AM – 5 PM Central, Monday–Friday). Each sequence can override this with its own:

  • Start hour β€” earliest time emails can be sent
  • End hour β€” latest time emails can be sent
  • Sending days β€” which days of the week to send on

This lets you run different sequences on different schedules β€” for example, a follow-up sequence that only sends on Tuesdays and Thursdays.

Sequence Metrics

Each sequence shows aggregate performance data in the list view:

  • Step count: Number of email steps
  • Duration: Total days from step 1 to the last step
  • Enrollments: Breakdown of active, paused, completed, and cancelled enrollments
  • Reply rate: Percentage of enrollments that received a reply

Still have questions?

Our support team is here to help. Reach out anytime and we'll get back to you as soon as possible.