<aside> 💡 This section covers how to create and use Sequences in Ashby. Sequences allow you to reach out to candidates and automate follow-ups.

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Section overview:

Sequence overview

Sequences allow you to reach out to candidates and automate follow-ups. Using them for outreach can save a lot of time and increase response rates. Use sequences to:

Create personalized email templates to send to individual candidates or in bulk.
Schedule initial outreach and set time intervals for subsequent follows-ups.
Streamline and accelerate sourcing by contacting candidates from the Ashby Chrome extension while on their LinkedIn profile.
Track email opens, clicks, and responses from the candidate's end.

Sequences Access

See the chart below for information on the permissions needed to access sequence data and enroll candidates in a sequence. Limited Access users and those users linked to an agency will not be able to see any sequence data.

Access Role	Has access to view shared sequence information?	Can enroll candidates in a sequence?
Limited Access	❌	❌
Agency User	❌	❌
Elevated Access - External Recruiter (not linked with an agency)	✅	❌
Elevated Access - Analyst	✅	❌
Elevated Access - Hiring Team Member	✅	❌
Elevated Access - Hiring Manager	✅	✅
Elevated Access - Admin	✅	✅
Elevated Access - Admin (Private)	✅	✅
Organization Admin	✅	✅

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If you don’t want elevated access users to view the data for certain sequences, you can opt to create sequences with the Personal access option. Sequences set as Personal can only be seen and used to enroll candidates by you and Organization Admin and Elevated Access users who have been provided with a direct link to the sequence.

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Creating Email Sequences

To get started with sequences, you first need to create a sequence template. The sequence feature can be accessed via Sourcing > Sequences. From here, you can create and edit multi-stage templates with customizable tokens that are used to contact prospective candidates in the Ashby app or the Chrome extension.

To create a new email sequence, go to Sourcing > Sequences in the top navigation bar **then hit + New. ******This will open a new sequence editor where you can add and personalize multiple emails that make up a sequence.

From here, you’ll be asked to give your sequence a title, determine access (whether it’s a shared or personal) and also link the sequence to a job (more about this in Sequence Linking).

Once you hit Create Sequence, you’ll then be taken to the template editor so you can set up your stages.

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What is a personal sequence?

If you create a personal sequence, only those with the direct link to view your sequence can view the sequence data.

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Template Editor

1: Name View and amend the name of your sequence.