Sequences
Automate your outreach with multi-step email and SMS sequences. Personalize every message, detect replies automatically, and convert more leads into meetings.
What are Sequences?
Sequences are automated multi-step outreach campaigns that send personalized emails and SMS messages to your contacts over time. Instead of manually following up with each lead, you define a series of touchpoints—and Orbit AI handles the rest, including tracking replies, respecting unsubscribes, and stopping when a meeting is booked.
Example sequence
Multi-Channel Outreach
Reach prospects where they are with both email and SMS in a single sequence.
Email via Gmail
Send from your connected Gmail account. Emails appear in your sent folder and replies land in your inbox. Outlook support coming soon.
SMS via Salesmsg
Send text messages through your Salesmsg connection. Includes character counting and delivery confirmation.
Prerequisites
Before you start
- • Business plan required — Sequences are available on the Business plan and above
- • Email account connected — Connect your Gmail account in Email & Calendar settings
- • Salesmsg connection (optional) — Required only if you want to use SMS steps
Feature Overview
Visual Step Builder
Build sequences visually with a drag-and-drop step editor. Add emails, SMS, and delays in any order.
Variable Personalization
Insert contact and sender variables like {{ first_name }} for personalized messages at scale.
Reply Detection
Automatically detect when a contact replies and stop the sequence to avoid over-messaging.
Exit Criteria
Define conditions that automatically remove contacts—like reply received or meeting booked.
Built-in Analytics
Track reply rates, meetings booked, and per-step performance with charts and breakdowns.
Learn More
Creating Sequences
Build and configure your first outreach sequence
Email & SMS Steps
Add email and SMS steps with personalization
Enrollments & Exit Criteria
Enroll contacts and configure auto-exit rules
Unsubscribe Management
Manage opt-outs and stay CAN-SPAM compliant
Sequence Analytics
Track replies, opens, and meeting conversions
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