Creating a sequence

Sequences automate your outreach by sending a series of emails, tasks, and follow-ups on a schedule you define. Once a contact is enrolled, Revian handles the timing and execution so you can focus on having real conversations.

Starting a new sequence

To create a sequence, go to Sequences in the left sidebar and click New Sequence. The wizard walks you through naming your sequence, choosing a sending email address, and adding your first step.

Give your sequence a clear, descriptive name. Something like "Inbound Demo Follow-up" or "Cold Outreach - Series A Companies" helps you and your team find it later.

Adding email steps

Email steps are the core of most sequences. For each email step, you configure:

• Subject line - Write a compelling subject or use merge fields like {{first_name}} to personalize
• Email body - Compose your message with formatting, links, and merge fields
• Sender - Choose which connected email account sends this step

You can create multiple variants of each email step for A/B testing. Revian automatically distributes contacts across variants and tracks which performs better. See sequence analytics for performance data.

Delay steps

Delay steps control the timing between actions. You can set delays in:

• Hours - For same-day follow-ups or time-sensitive outreach
• Days - The most common option for spacing out emails
• Weeks - For longer nurture sequences

A typical cold outreach sequence might wait 2 days after the first email, then 3 days after the second, then 5 days after the third. Experiment to find what works for your audience.

Task, call, and LinkedIn steps

Not everything should be automated. These step types remind you to take manual actions:

When these steps trigger, they appear in your Tasks queue with all the context you need to complete the action.

Exit conditions

Sequences automatically handle common exit scenarios:

• Contact replies to any email in the sequence
• Contact books a meeting
• Contact unsubscribes
• Email bounces

You can also manually remove contacts from a sequence at any time, or set up automated exits based on deal stage changes.

Timing controls

Fine-tune when your emails actually send with these settings:

Using the contact's timezone ensures your 9am email arrives at 9am their time, not yours. This significantly improves open rates for teams selling across time zones.