Campaigns are where your outreach comes to life. In Overloop, a campaign is made up of a sequence: a series of touchpoints (email, LinkedIn, conditions, delays) that guide how you engage with your prospects.
🎬 Watch This Tutorial
You can follow this video tutorial to learn how to set up sequences.
Note: The sequence section starts at 1:13.
Or continue reading the step-by-step guide below if you prefer a written explanation.
Sequences Types
Email-only sequences
LinkedIn-only sequences
Multichannel sequences (email + LinkedIn)
Sequence Components
1. Emails: Personalized, automated emails sent from your connected accounts.
2. LinkedIn steps: Connection requests, messages, and LinkedIn profile visits.
3. Delays: You can choose whether weekends are counted or not.
4. Conditions: Branch logic based on attributes (e.g., email available, opened an email, replied, etc.). Conditions let you send prospects down different paths, so you can personalize touchpoints depending on their actions.
5. Add to List: This block lets you add prospects to a List during the sequence. Lists are groups of prospects you can use later for segmentation, reporting, or re-enrollment into other campaigns.
For example, create a list of everyone who accepts LinkedIn connection requests:
6. Add to Campaign: This block enrolls the prospect into another Campaign. This step must be placed at the end of a path in the sequence. It won’t work in the middle of a path because enrollment only happens once the workflow finishes.
How to Use the Components
Each component in the sequence editor is represented as a card. You can configure any card by clicking on it and its settings will appear in the right-hand panel, where you can edit content, behavior, and options.
This applies to all components (emails, LinkedIn steps, delays, conditions, and enrollment blocks).
Editing an Email Step
When you click on an Email card, the configuration panel opens on the right. Here’s what you can do:
A. Email creation options
You can choose how the email content is created:
AI-generated: Let Overloop AI generate the email based on your prompt and campaign context.
Manual: Write your email from scratch.
Subject line: Customize or regenerate the subject line independently from the body.
Note: You can switch between AI and Manual at any time while editing.
B. Preview message sample
At the bottom of the email editor, you’ll find the Preview message sample.
This preview shows how the email will look once variables (like first name, company, or role) are applied. It helps you:
Validate personalization
Check formatting
Ensure the message sounds natural before sending
Example Use Cases
Multichannel Outreach: Start with a LinkedIn connection, follow up with an email, and circle back with a LinkedIn message if no reply.
Fallback Flows: If no email address is available, prospects are automatically routed into a LinkedIn-only sequence when using the updated templates. This fallback behavior is now handled by the template logic, without requiring manual setup with Condition steps..
Nurturing Campaigns: Re-enroll prospects into a follow-up campaign when they visit your website but don’t reply to the first campaign.
Best Practices for Building Sequences
Mix channels wisely: Use both email and LinkedIn to boost response rates, but make sure there is enough delay between each touchpoint so prospects aren’t overwhelmed.
Keep it thoughtful: There’s no strict limit on the number of steps. Longer sequences can span months or even years, as long as touchpoints are spaced appropriately to maintain engagement.
Use delays strategically: Space out your touchpoints to avoid feeling spammy. Timing is crucial: prospects’ priorities may change over weeks or months (e.g., new board decisions or budget considerations). Spreading actions out increases the chance of reaching them when they are ready. Outbound timing can be tricky, so thoughtful pacing makes a big difference.
Segment your prospects: Create tailored campaigns for different buyer personas instead of one generic sequence.
Plan for throughput: Remember that LinkedIn has much stricter Smart Limits than email. For higher volume, balance multichannel campaigns with some email-only campaigns.