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Contact SupportAdd Profiles to a Sequence
A step-by-step guide to add profiles to sequences: individually, or in bulk.
Introduction
Once you have set up your email sequence, you can move on to enrolling profiles in the sequence. You can do so in two ways:
- Bulk Actions: add profiles to a sequence from the Shortlist page in bulk.
- Individual: add profiles to your sequence individually from the profile menu.
Bulk Add to Sequence
First, ensure you have shortlisted profiles. You can then select profiles in bulk and click the “Add to Sequence” button in the top left.
Next, select your preferred sequence, as well as the type of contact data you’d like to use. You can choose between personal emails, professional emails, or a combination of the two.
Finally, you will see a preview of the emails for your selected profiles. If you added an AI command, the emails will also include the personalization.
In case there are any errors, you will be shown a warning sign, alongside an explanation of any actions you have to take. Errors include:
- A profile is already in a sequence
- Missing contact details (emails)
- Missing variables in the profile, e.g. Current Company doesn’t exist
Add Profiles to Sequences Individually
You can also add profiles to sequences one-by-one. To do so, while searching, select the “Add to Campaign” option on the profile card.
The next steps are identical to adding a profile to a bulk campaign. You will be able to review an email preview, review contact details, and click “add to campaign” to send.
View Email History
To view the email history that exists with a candidate (all emails sent via Juicebox previously), select the “Email History”. You can also see emails that have been scheduled but not yet sent, and make any edits to them, if applicable.
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