What Are Sequences?
A sequence is a series of automated (or manual) outreach steps that let you scale your outbound efforts and measure their effectiveness. Sequences are purpose-built for modern outbound sales, featuring native AI capabilities and deep integration with the Yess platform. They can be constructed using a mix of email engagements (Send Email) and LinkedIn engagements (Send Connection Request, Send Message), or focus on just a single channel. Sequences can also incorporate Team Selling engagements, where communications are routed through a sponsor’s mailbox or LinkedIn account.
Sequence Overview
Every engagement, whether it’s a one-off interaction or part of a sequence, is built on top of Yess’s Team Selling capabilities. We believe that the sender is as important as—or even more important than—the right message. Therefore, you have the ability to select the sponsor (the person from whom the engagement will actually be sent) at each step of a sequence.
Sequence Templates
A sequence template is a pre-built sequence that you can use as a starting point for your own sequences. You can create your own templates or use the ones provided by Yess. The different types of sequence templates are:- My Templates: These templates are created by you.
- Shared Templates: These templates are created by other users in your organization and shared with you.
- Yess Templates: These templates are created by Yess and shared with you.
Sequence Templates
Steps
A step is the fundamental building block of a sequence. It can be one of two types: an Engagement or a Condition.Engagement Steps
An engagement can have several options:- Author: The person who wrote the engagement—usually the SDR (Sales Development Representative)
- Sender: The person who will actually send the engagement—typically a sponsor or the SDR themselves
- Channel and Action: LinkedIn (Connect, Message) or Email (New Thread Email, Follow-up Email)
- Weekends: An option to control whether the engagement will be sent on weekends
- Delay: How many minutes, hours, or days to wait before this engagement is executed
Engagement Options
Condition Steps
A condition is a step that evaluates a specific criterion. Available conditions include:Email Conditions
- Has email address
- Has verified email address
LinkedIn Conditions
- Has LinkedIn profile
- Is connected to
Condition Options
Best Practice Guides
Sequence Templates
Sequence templates and when to use them
LinkedIn Sequence Strategies
Best practices for LinkedIn outreach sequences
Multi-Channel Sequences
How to effectively combine email and LinkedIn outreach
Team Selling Sequences
Leverage team selling for higher response rates
Adding leads to sequences
How to add leads to sequences
Sequence Analytics
Understanding and improving sequence performance