Relate Sequence Beta

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Overview

You can now build multi-day email sequences with Relate Sequence. Relate Sequence Beta is a simple email automation tool designed for B2B startups and is now available to all Relate paid users during beta.

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Beta update

Relate Sequence beta is not yet appropriate for sending large volumes of cold emails but rather for automatically sending follow-up emails to a small batch of customers. For example, you can use Relate Sequence beta for the following purposes:

• You want to automatically follow up a sales opportunity in the pipeline.
• You want to automatically follow up on inbound leads.

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How to use Relate Sequence

To use the Relate Sequence beta, click the Sequnces (beta) tab on the left main navigation menu.

Then, create a sequence, add emails steps using email templates and variables, and add contacts the sequence.

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Using variables

Variables (also known as “mail merge”) makes it easier and faster to send emails from a sequence or manually. Here are the variables we currently support:

• {{full_name}}: Full name
• {{title}}: Title
• {{email}}: Contact email
• {{phone}}: Contact phone number
• {{organization}}: Organization name
• {{domain}}: URL address of the company
• {{sender_name}}: Name of the sender
• {{sender_email}}: Sender email
• {{now_day}}: Today’s date (e.g., “15” if it’s 11/15)
• {{now_month}}: The current month (e.g., November)
• {{now_year}}: The current year (e.g., 2023)
• {{now_weekday}}: Weekday (e.g. Wednesday)

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Future update plans

The following features will be added in the next Sequence product:

• Bulk add contacts using various filters in the Organization and/or People
• Send emails with different email address(es)
• Track open rates, click rates, and bounce rates
• Preview emails you will be sending through sequences