Open the 'Sequences' page. You will find the button for them on the top left corner of your screen. You can select a folder to create the new sequence in from the options you've created. Those will be displayed on the left side of the screen under 'Folders'.

Inside the Sequences page look for the 'New Sequence' button on the right (pictured below), and click on 'From Scratch' to start a new sequence.

From there you can change the name of the new sequence on the top left corner. In this case we are using the date and some text. Once you are done updating the name click 'Add Steps'.

This is where you can draft your email. Add the Subject and the Body you'd like to send. If you'd like to add slots for automatic contact information you can click on the curly brackets { } as pictured below. You can do this in both the subject line and the body of the email.

You can also add a link to you calendar, website, or anything else by clicking on the link icon as shown below.

We recommend selecting 'New Window' so that your link opens in a new tab.

Once you are ready click 'Save'. Now you can repeat these steps to add other emails to your campaign. When you have a 'Step 2' or second email, you can set the delivery delay by clicking the drop down arrow next to "Step 2 - Day #".

Once you're ready and have added all the steps to your sequence click 'Next'. This will take you to the Settings. Open the General Settings by clicking the drop down arrow. In here you can edit the max number of emails per day, the delay between emails being sent, enable link tracking, amongst other things.

Once you are done making the changes to the campaigns settings you will want to upload your contacts. To import from CSV you will select that option and upload your exported CSV sheet.

You can edit the CSV file fields to match the information uploaded.

(If needed, you can also create a New custom field but clicking on the plus sign at the bottom of the category selection drop-down menu).

Once you are done editing that you can click Continue. This will take you to the Review & Import tab. In here you can see the number of contact you just uploaded. We recommend you choose 'Update missing fields' and that you check 'Detect contact time zone automatically'.

Once you are done you can click 'Import' and then 'Done'. The contact step is now done.

Next, you can either enable or disable our AI assistant, Jason AI, and make sure settings for that are to your liking. When you're done with that click 'Next' to move on to scheduling. If you have previously saved schedules you can choose one of them or create a new schedule.

To create a new schedule click the 'New Schedule' button on the upper right corner. You can choose the days you want you campaign to run and edit the time by minimizing the rectangle using the lower right corner arrow. To move the rectangle you can just drag it inside the gray rectangle.

Once you are done you can change the Schedule name and time zone. Save and click 'Next' to move on to the last step.

Once you are done you can 'Save & Launch' your campaign.