<aside> 💡 This section covers how to create and use Sequences in Ashby. Sequences allow you to reach out to candidates and automate follow-ups. Check out this doc for inspiration!
</aside>
Section 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:
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 > New. This will open a new sequence editor where you can add and personalize multiple emails that make up a sequence.
Creating a new sequence with the sequence editor
On the left side of the editor, you can name your sequence. You can access the email stages and add additional emails by clicking "Add Stage". The "Thread Email" toggle with the "Yes" default ensures that multiple emails in a sequence are grouped in a single thread once they hit the inbox, but you can edit the toggle.
On the right side is the email editor where you can view and edit drafts of all the email stages. You can customize the content and send times and use additional features like personalization tokens, file attachments, and links in the formatting menu below the email body box.
<aside> 💡 Tokens are a great way to personalize the subject line or body and save time from manually editing common properties like a candidate's or sender's name or company. To embed a token in your copy, click the small "T" icon (with hover text "Personalize with Token") and select one of the token properties.
</aside>
Customizing a multi-stage sequence and using personalization tokens.
Once you exit the editor, the sequence template will auto-save and you can immediately start to enroll candidates. You can also return to the sequence manager at any point to edit the sequence.