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How to Schedule a Sequence

Timing is everything in sales engagement! A well-planned schedule ensures your emails reach leads at the right time, improving open rates, responses, and overall engagement. Emails and tasks go out only during the sequence's sending window.

šŸ‘‰ Here's how you can schedule a sequence

1ļøāƒ£ Go to Sequences and open the sequence where you want to set a schedule.

2ļøāƒ£ Click the Configurations tab.

3ļøāƒ£ Expand the Schedule card and click the drop-down menu.

4ļøāƒ£ Choose your preferred schedule. Once selected, the Sending window updates to show each day's hours and the timezone.

5ļøāƒ£ Click Save Changes in the bar at the bottom.

šŸ‘‰ Need a new schedule? Create it without leaving the sequence

  • Quick presets: in the drop-down, pick a ready-made schedule such as US Eastern Weekdays 9am-5pm, UK Weekdays 9am-5pm, India Working Hours 9:30am-6:30pm or Anytime 24/7. Salesgear creates it and selects it.

  • Create new schedule: click it at the bottom of the drop-down, set the days, hours and timezone, and save.

  • To change a schedule, click the edit (pencil) icon next to it.

šŸ“Œ Editing a schedule changes it for every sequence that uses it. To manage all schedules, click Manage schedules or go to More → Settings → Outreach → Schedules. Presets stop showing once you have 5 schedules.

šŸ“Œ Nothing sending right now? Check the status panel on the Configurations tab. Outside sending hours means the window is closed.

šŸŽ„ A quick demo for you :)

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