> ## Documentation Index
> Fetch the complete documentation index at: https://docs.custral.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Run an outbound sequence

> Multi-channel, multi-step outreach with reporting.

By the end of this recipe you'll have a Contacts list to outreach to, a Sequence that touches them across email and SMS, and a report tracking reply rate.

<Steps>
  <Step title="Build the target list">
    Open Contacts → filter to "Lifecycle = Lead" + "Country = US" + "Owner = me". Save the View as "Q2 Outbound List".
  </Step>

  <Step title="Connect the channels">
    **Settings → Channels**. Connect a Nylas mailbox if you haven't, and provision a Twilio number for SMS. See [Email overview](/comms/email/overview) and [SMS overview](/comms/sms/overview).
  </Step>

  <Step title="Compose the templates">
    Create email template "Outbound Day 1" and SMS template "Outbound Follow-up Day 4". Use property tokens (`{{first_name}}`, `{{company}}`) so each send personalizes.
  </Step>

  <Step title="Build the sequence">
    **Automations → Sequences → New sequence**. Steps:

    1. **Day 1, 9am**. Send Email "Outbound Day 1".
    2. **Day 4, 11am**. Send SMS "Outbound Follow-up Day 4" if no email reply.
    3. **Day 7**. Create Task "Manual call" assigned to the owner.
       Add Office Hours to the sequence so steps don't fire at 3am in the recipient's timezone.
  </Step>

  <Step title="Enroll the list">
    Open the saved View "Q2 Outbound List" → bulk select → **Enroll in sequence**. Pick the sequence you just built. Records start moving through the steps tomorrow at 9am.
  </Step>

  <Step title="Watch the report">
    Open the Sequence → Reports. You'll see send rate, open rate (for email), and reply rate per step. Pause the sequence if reply rate drops below your threshold.
  </Step>
</Steps>

<Check>The sequence is live. Iterate the messaging based on what the report tells you.</Check>

## See also

* [Sequences overview](/automation/sequences/overview)
* [Email templates](/comms/email/templates)
* [Suppressions](/comms/suppressions/overview)


## Related topics

- [Sequences](/automation/sequences/overview.md)
- [Recipes](/recipes/overview.md)
- [What the assistant can do](/ai/tools/library.md)
- [Use Cases](/start/use/overview.md)
- [Suppressions](/comms/suppressions/overview.md)