Customizing your outreach steps

Your outreach campaign is a sequence of steps — a first message, a follow-up, and so on. You’re no longer limited to a fixed set of steps: add as many as you like, remove the ones you don’t need, and personalise each one. The video shows how to build and adjust your outreach sequence.

Show transcript

Here is how to manage your pipeline of outreach steps. You can see here all the people I’ve already reached out to, in the Outreach tab. ama by default sets up these three steps, which you can adjust by clicking this icon. You can call it, for example, ‘InMail’ or ‘First email’ for the first step, later the connection request, and then lastly an InMail follow-up. You can also add other statuses, such as a phone call or an email. Once you click Done, you can come here, select a profile, and you’ll see the different stages we just set up. I can move candidates around based on the stage we’re at.

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