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👋 Getting Started With Saleshandy - Sequence/Campaign Setup
👋 Getting Started With Saleshandy - Sequence/Campaign Setup

Checklist for How to Create your first sequence/campaign on Saleshandy and all cold email strategies get more meetings booked

Naitik Chavda avatar
Written by Naitik Chavda
Updated over a week ago

Hello there, Saleshandy users! 👋

So, now you've finished the technical setup for your email campaign, you're good to go with activating the sequence/campaign; if not, please check out this article before moving forward.

Getting Started with Saleshandy

💡Important: Keep this Article open, and kindly open the links on a new page


How to Connect Your Email Account - Link

How to Connect Email Accounts in Bulk - Link


  1. Create Sequence - Link

  2. Sequence Score - Link

  3. Merge Tags - Link

  4. Preheader - Link

  5. Spintax - Link

  6. Email Templates - Link

  7. A/Z Testing (Variants) - Link

  8. How to Import Prospects - Link

  9. How to Build Lead list / Prospect list - Link

  10. Sending Schedules - Link

  11. Sequence Settings - Link

  12. Sender Rotation - Link

  13. Email Sending limits - Link


  • Masterclass on Effective Email Templates - Link

  • How to Create Effective Follow-up Templates - Link

Launching Your First Campaign/Sequence: 🚀

*Kindly open the links in the new tab, keeping this article open while you're creating your first sequence

📺Video Guide

Because visuals rock!

🪜Steps to Follow

Keep this open as you go!

Step 1️⃣: Crafting Your First Email 📧✍️

Hit 'Add Step' to open the email template editor.✨

In the editor, you can craft your email by adding a captivating subject line, a compelling pre-header, and a well-written email body. Personalization is key, so make sure to use Merge Tags from your list to tailor the message to each recipient. 🤝💼

To learn more about Merge Tags, Click Here.

To learn more about Preheader, Click Here.

To enhance deliverability and engagement, follow the guidance of the email assistant on the right to reduce any elements that may trigger spam filters. For that extra touch of personalization, consider using a mix of merge tags and spintax to create unique variations of your message. 📩🔀

To learn more about Spintax, Click Here.

💡Pro-tip: If you're looking to jumpstart your outreach, Saleshandy offers a library of pre-tested templates that you can choose from for better results. 📚

To get more Email Templates, Click Here.

You can explore our masterclass on writing effective email templates for expert guidance. To learn more about Masterclass, Click Here.✉️

Once you've crafted your message, click 'Save,' and voila! You've successfully added your first step to your sequence. 🎉💼

Step 2️⃣: Add Multiple Steps as follow-ups 👥📨

Boost your engagement by including Multiple Steps in your sequence. This increases the likelihood of getting a response from your prospects. Click the 'Add Step' button below the previously added step to add another step. 🚀🔀

You have the flexibility to set and customize the day of each step in your sequence, which is calculated from the sent date of the previous step added. This ensures that you can follow up with your prospects at the right time, maximizing your chances of a response.⏰

💡Pro-tip: To boost your response rate and increase the effectiveness of your outreach, consider including more than four follow-ups in your sequence. Consistent follow-ups demonstrate persistence and can significantly improve engagement. 📈💼

For expert guidance on How to create effective follow-up emails, click here.

Remember, timing and persistence are key to successful outreach. Customize your sequence and follow-up strategy to optimize results and achieve your outreach goals. 🎯

Step 3️⃣: Experiment with Variants 🎭🔀

Measuring the effectiveness of personalized messages is important, and A/Z testing is the perfect tool for the job. With A/Z testing, you can experiment with up to 26 different variants to determine what resonates best with your prospects and drives their response.

To add another variant to your steps, click the 'Add Variants' button below each variant. Starting from variant A (the default variant), you can continue adding variants in alphabetical order (B, C, D, and so on). This allows you to test multiple approaches and identify the most impactful one. 🔄🔍

💡Pro-tip: Make the most of A/Z testing by experimenting with different subject lines, email body content, and compelling calls-to-action (CTAs). This way, you can precisely measure and optimize your email performance for maximum results. 📈🚀

To learn more about A/Z Testing, Click Here.

Step 4️⃣: Adding Prospects

As you're running a campaign, you must have a lead list or prospect data to whom you want to email. Navigate to the Prospects tab and import your prospect's data.

If you don't have a lead list or don't know how to build one, Click Here. If you still need further help, check the collection: Leads & Data

Add Prospects to engage with. You can either import prospects with a CSV file or continue with our Sample File.

To learn more about How to Import Prospects to your Saleshandy Sequence, Click Here.

Step 5️⃣: Sequence Score Check

Creating an effective email sequence for cold outreach is no small feat. It takes time, effort, and careful consideration to cover all the bases and maximize your chances of success.

Before you hit that "send" button, there's one crucial step you shouldn't overlook: checking the Sequence Score! 📊

Click Here to learn more about How to Setup/Improve your Sequence Score.

Step 6️⃣: Check Sequence Settings

The Sequence Settings allow you to adjust the email accounts, sending schedule, safety settings, deal value, email verification, and Cc & Bcc according to your preferences.

Additionally, you can add an Unsubscribe message at the end of your emails, allowing recipients to opt out if they wish.

To learn more in-depth about 🛠️Sequence Settings, Click Here.

To learn more about Sending Schedules, Click Here.

✨Pro Tip: Keep the Text-only email option as ON as it will help you with better deliverability. However, you won't be able to see open and click, but you'll see good replies. To learn more about Text-only email, Click Here.

Step 6️⃣: Activate your sequence🚀🔛

Before activating your sequence, you'll need to connect your email account to Saleshandy. Navigate to the Settings tab inside the Sequence tab and connect your email account. You can connect multiple email accounts to your sequence. This way, your Campaign or Sequence will use multiple accounts to send an email to your prospects.

  • You can link up to 50 Email Accounts only in Sender Rotation. However, the limit depends on your plan details.

To learn more about Sender Rotation, Click Here.

Externally, you can connect your email account at the Saleshandy Account level.

To learn How to connect your email, Click Here. 📧

After successfully connecting your email accounts and importing your prospects, head back to the 'Steps' tab and toggle the Active/Pause button to activate your sequence.🔛


Take advantage of Saleshandy's advanced features by setting and customizing schedules in different time zones. This ensures your emails reach recipients at the most opportune moments.

Remember to always send test emails before activating your sequence to ensure everything looks perfect. You can also preview how the email would appear to the recipient to make any necessary adjustments. 🕒✉️

So that you know, the Email Sending Limits are determined by your Email Service Provider (ESP). Each ESP may have its set limit for the number of emails you can send within a specific timeframe. 📈📨

To learn more about Email Sending limits, Click Here.

Always keep in mind the safety settings.

  1. Consider the prospect as finished if a reply is received (By default, it's turned ON)

  2. Track Email Opens

  3. Track Link Clicks (Ideally, we suggest to keep it turn it OFF)

That's it you're good to go with the Saleshandy Sequence Setup. You're all set to rock your Saleshandy Sequence. Keep it friendly, keep it fun, and let's make some email magic happen! 🎉✨

Mission accomplished; you've successfully Onboarded Saleashandy.🥂👏

Wishing you a delightful experience! ❤️

Happy Selling. 🤝

Warmest regards,

Saleshandy Team

👉 Next Steps

Check out the below article If you want to know more about

💡 Tip

Don't hesitate to reach out if you have any questions. We're available on chat and ready to provide you with prompt assistance. 🤗

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