Managing your Sequences is much smoother when you quickly add the right contacts to your sequence. This guide walks you through each step so your outreach is always targeted and up-to-date.
Step 1: Go to Target Profiles and open the Contacts section.
Step 2: Select the contacts you want to add from your full list.
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Step 3: To focus on a specific group, head to your Contact List filter, on the filters pannel on the left, if you have created a contact list of your selected contacts.
Step 4: Choose the desired list from your available contact list dropdown.
Step 6: With your selection ready, click on Manage CMP.
Step 7: Click Send to Campaign Manager.
Step 8: In the pop-up, pick the correct sequence for these contacts.
Step 9: Decide whether or not you wish to move catch all emails to your sequence, depending on your strategy.
Step 10: If the sequence doesn’t already exist, you can click the plus icon to create a new one. Once created, you can move your contacts into the newly added sequence.
Step 11: When finished, click Save.
Once saved, your contacts are successfully added to the selected sequence. Look for a confirmation notification on the bottom left—the updated contacts will appear within your chosen sequence, making your next Sequence launch-ready and organized.