Email Sequence

Email sequences nurture client and prospect relationships. Scout sends your emails to contacts at the intervals you set, and replies stop the sequence for that contact.

Note Make sure you are in the Business Development workspace first: click Switch to Business Development in the sidebar.

Before you start

• Email sequences are available on request or on supported plans. If Add to sequence is greyed out, ask your Scout admin or Scout Support.
• You have a connected mailbox: Outlook or IMAP.
• Each contact you enroll needs a valid email address. Without it you will see Email addresses required.
• Sequences send only during the schedule you set, in the time zone you choose.

Steps

CREATE a New Email Sequence

1. Click Sidebar > Business Development > Prospects (or Clients > Contacts) to open the contacts list.
2. Tick the box next to one or more contacts.
3. Choose Email in the channel dialog. The Add to Sequence panel opens with a Email badge.
4. Click + Create new email sequence.
5. The New Email Sequence panel opens.
6. In the New Email Sequence panel:
   • Enter a Sequence name (for example “Q1 Software Engineers Outreach”).
   • Optionally switch on Send first email immediately and Send as reply to previous email (follow-ups then stay in the same email thread).
   • Edit step 1: set the Subject and the message in the Editor (use Preview to check it). You can insert placeholders such as the contact’s first name, last name, company name and your own name.
   • Click Add step to add follow-ups, and set the delay for each step (for example 1 day).

   

7. Click Configure sending schedule.

8. In Sending schedule, choose the days of the week, the start and end time (or all day) and the time zone.

   

9. Click Create sequence. The message “Sequence created successfully.” appears.
10. You return to the Add to Sequence panel with the new sequence selected. Go on to the next section to enroll.

ASSIGN an Existing Sequence to contacts

1. Click Sidebar > Business Development > Prospects (or Clients > Contacts) to open the contacts list.
2. Tick the box next to one or more contacts.
3. Choose Email as the channel.

4. In the Add to Sequence panel, open the Sequence dropdown (Choose a email sequence…) and pick a sequence. A summary of the sequence is shown.

   

5. Click Save sequence and don’t activate to enroll them without starting, or Save and activate sequence to start sending on the schedule.

Good to know: if someone is already in the sequence, Scout skips them. If they were removed earlier, Scout restores the previous enrolment and does not resend messages already sent. If they are active in another sequence, they are saved here but cannot be activated until the other sequence stops.

EDIT a Email Sequence

1. Click Sidebar > Email Sequences.
2. In the table, click Edit in the actions column for the sequence. The sequence page opens on its Edit tab. The other tabs are Overview (statistics and the people in the sequence) and Schedule.
3. In Edit, change the sequence settings, edit step messages and delays, or add steps.

4. In Schedule, change days, hours and time zone and click Save schedule.

   

5. Leaving a tab with unsaved changes asks you to Leave or Keep editing.

MANAGE Email Sequences

1. Click Sidebar > Email Sequences. Use Search visible sequences and the Status filter to find one.
2. The table shows Audience (Pending, Active, Messaged), engagement (Views, Clicks, Replies) and Progress (Completed, Stopped).

3. Use the switch in the actions column to activate or deactivate the sequence. Deactivating stops further messages.

   

4. Click View to open the sequence overview. To remove a person, tick them in the overview table and use Bulk actions > Archive, or use Remove.
5. Click the three dots button and select Delete to delete the sequence permanently.

What you should see

The sequence appears in the Email Sequences table with status Active (if you activated it). The enrolled contacts appear in the sequence overview with their current step. Replies stop the sequence for that person.

Common problems

Pro BD Tip

Address client pain points and share relevant market intelligence. Space touchpoints out so you stay helpful without being intrusive.

Related pages

• BD LinkedIn Sequence
• Client and Prospect Contacts
• WhatsApp Sequences
• Troubleshooting