How do I add an Email step to my Sequence?

To add an Email step to your Sequence, click on the Sequence and select 'Add Step', then 'Email'.

Here are the steps you need to follow to get your Email ready for sending:

The first Email of your Sequence will always default to 'New Thread'. You can set the remainder of the Emails in the Sequence to either start a new thread or to reply to the previous Email in the Sequence.
Enter your Subject Line - don't forget to make sure it's catchy, attractive, and to the point for the recipient!
'Adding default recipients' allows you to Cc or Bcc one or multiple Email addresses in all of the Emails you send as part of the email step.
The large white box is for the body of your email. You can use the icons at the bottom to change the format of the text, add in copy in HTML format, add hyperlinks, add images, customize parts of the text with variables, add a Template or add an attachment.
Set your Sending Mode to automatic or manual. If you choose the Manual option, you will get a notification in your Task Manager where you will need to select 'Send Current Email' for each Email before they will send.

6. Choose your Waiting Interval to determine the period of time between the previous step and when the current step should be sent. Your Waiting Interval can either be a period of minutes, hours or days, or a combination if you choose.

Don't forget to click 'Save' to add the step to your Sequence, and reach out to your CSM if you have any questions!