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Sequences setup
Your sequences can only be sent after you connect your email account - see Gmail Integration Setup or Outlook Integration Setup.
Create a sequence with Lusha’s AI email assistant
Introducing Lusha AI Email Assistant: Generate personalized email sequences tailored to your company’s data and value proposition in just a few clicks. Say goodbye to writer’s block and streamline your email sequence writing process with effective and engaging emails powered by AI.How it works?
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Open Engage
Launch Lusha and click Engage on the left nav bar.
2
Click New Sequence
Under Sequences in the menu, click on New Sequence in the top right corner.
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Choose a cadence
Choose what is the purpose of your email sequence between the four popular cadences.
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Choose a tone of voice and generate
Choose your favorite tone of voice between the three options:Formal: Professional and respectful, suitable for initial contacts and senior executives.Neutral: Balanced, approachable, and clear, ideal for general business communications.Friendly: Warm and engaging, aimed at building rapport and a positive connection.You can also improve your message’s accuracy by adding more details and keywords in your own words in the bar. Then, click ‘Generate’.
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Select your preferred sequence
Lusha’s AI Email assistant will generate for you two options for email sequences, based on your personal and company data, focusing on your company’s value proposition.Choose the option you prefer and click on ‘Select’.
The email sequences that were created by AI will have an AI icon. ✨
Create your email sequences with an email template
1
Open Engage
Launch Lusha and click Engage on the left nav bar.
2
Click New Sequence
Under Sequences in the menu, click on New Sequence in the top right corner.
3
Select a template
Choose the option ‘Select a template’.
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Choose and customize a template
Choose a template from the engagement scenarios that best suits the reason for your outreach and click on Customize templates.
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Personalize the emails
From this screen you can customize the email sequence template.Click on the email you want to customize and personalize it to fit your needs.
All of the templates are top-performing sequences, written by sales and marketing experts to get the highest open and response rates. However, every part of the email template can be edited to your preference.
Create your email sequence from scratch
1
Open Engage
Launch Lusha and click Engage on the left nav bar.
2
Click New Sequence
Under Sequences in the menu, click on New Sequence in the top right corner.
3
Choose Create from scratch
Choose the option ‘Create from scratch’.
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Write your first email
Now, you can start creating the first email in your sequence using your own words.
Best practices for improving email outreach
To enhance the performance of your email sequences, consider the following best practices:-
Craft compelling content
- Ensure your message is clear, relevant, and includes a strong call to action.
- Personalize the content to make it feel genuine and tailored to the recipient.
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Target the right audience
- Verify that your emails are reaching the appropriate audience for your goals.
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Structure your sequences effectively
- Plan sequences with multiple touchpoints, such as 3–5 follow-ups over 2–3 weeks.
- Mix communication channels, like email and LinkedIn, to increase visibility.
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Test and iterate
- Experiment with subject lines, tones, and calls-to-action to identify what performs best.
Edit and customize your email sequence
Manual vs. automated email sending
Lusha Engage supports both manual and automated email sending, giving you control over your outreach strategy:- Automated emails: Ideal for sending pre-scheduled sequences to multiple prospects.
- Manual emails: Allows you to send personalized emails to individual prospects as needed.
You can write up to 45K characters per email.
- The title of the email in the subject line can be changed.
- There is an option to add and change the contact’s personalization fields above the email body (in blue). These fields will be pulled with the correct data points of each contact for a more personalized message.
- A signature can be included. To enable it, check the Include signature checkbox on the email step. Your signature will auto-append to the email when sending.
Outlook users can now add their signature in Engage. Go to Engage → Settings → Signature, paste your signature from Outlook, and save. Once saved, it will auto-append to all sequence emails (when Include signature is enabled on the step) and to single emails you compose.
Search contacts when adding to a sequence
When adding contacts to a sequence, you can now search by company name or contact title to quickly find the people you’re targeting. Use the search bar in the contact selector to filter results before adding them to your sequence.Reply in thread
When building a sequence, you can choose to send follow-up emails as a reply to the previous message or as a separate email. To ensure your 2nd, 3rd, or subsequent emails are sent within the same conversation, simply check the “Send as reply to previous thread” box; Engage also detects replies left in your inbox for a short period (10–15 minutes) and automatically stops the sequence for that contact, ensuring no redundant follow-ups are sent.
Reorder steps in your sequence
You can now drag and drop steps to reorder them directly in the sequence editor. This makes it easy to adjust your outreach flow without deleting and rebuilding steps.To reorder a step:
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Open the sequence editor
Open the sequence in the editor.
2
Hover over the step
Hover over the step you want to move - a drag handle will appear.
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Drag the step
Click and drag the step to the new position in the sequence.
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Drop it in place
Release to drop it in place.
You can reorder steps at any time - including in active sequences. Contacts already in progress will continue from their current step; the new order applies to contacts who haven’t reached the reordered steps yet.