Creating Your First Sequence

Creating a sequence in Dalil is a six-step process: name it, design the flow, review it, configure settings, publish the sequence, and enrol and launch your leads.

Step 1: Name your sequence

Navigate to Sequences (in the Automation section of the sidebar) and create a new sequence. You can start from a template or from scratch. Choose a descriptive name that makes the sequence easy to identify in lists, analytics, and workflow triggers.

Best practices:

• Be specific about purpose and audience: Cold Outreach - SaaS CFOs - Q3
• Use hyphens and parentheses for clarity: Post-Demo Follow-up - 3 Day Series
• Avoid generic names like Sequence 1 or Outreach

After naming, you enter the editor as a Draft with a canvas showing the Start node.

Step 2: Design the flow

Add your first step from the Start node.

Typical first step: Send Email

1. Select Send Email from the step picker
2. Compose your message (or add a Generate AI Message step before it to have AI write a personalised message per contact)
3. Write the subject line (40–60 characters, avoid spam triggers)
4. Personalise with variables like {{currentPerson.name.firstName}} and {{currentPerson.company.name}}: see Using Personalization & Messaging
5. Configure timing (immediately or with a delay)
6. Select senders (at least one required)

Add subsequent steps and conditions to build your flow. For example, "Has LinkedIn URL?" to branch between LinkedIn and email touches.

Step 3: Review the flow

Before publishing, walk the canvas end-to-end:

• Preview individual steps to check email content and variables
• Trace both branches of every condition
• Check for typos or broken variables

Step 4: Configure settings

Open the sequence Settings and review each section:

• Sequence Settings: per-channel daily limits (see below), sending window (which days and hours), business-days-only, timezone, and the minimum gap between sends
• Tracking Settings: opens and clicks tracking
• Reply and Exit Settings: pause a contact when they reply or click a link, pause everyone at the same company when a colleague replies, create a task on reply, or trigger a workflow on reply / after a period of no reply
• AI Reply Settings: let AI draft a reply automatically when a contact responds, and create a review task for the owner

Default daily limits per sender: Email 50 (max 100), LinkedIn messages 30, LinkedIn connection requests 20, LinkedIn profile visits 30, WhatsApp 20. Dalil also enforces a minimum time gap between sends (20 minutes).

Step 5: Publish the sequence

Click Publish and confirm. The sequence status changes from Draft to Active and is ready for leads.

Step 6: Enrol and launch leads

Adding leads is a two-stage process: first add them to the sequence, then launch them.

Add leads

• From the sequence's lead list: add contacts from your People or a pipeline
• From the CRM: select contacts in a table view and use Add to Sequence
• Automatically via Workflows: use the Add to Sequence Campaign workflow action to enrol contacts when conditions are met (e.g., every new high-score lead), see example automations

Launch them

New leads land in the To Publish tab. Review them, then publish the leads you want to launch; they move to the Published tab and start progressing through the flow.

Email sender assignment

You select which connected accounts can send for each channel. With the owner priority setting enabled, contacts that have an assigned Owner receive messages from that owner's account; other contacts are distributed among the selected senders.

Key outcome

Your first sequence is live and actively working to engage your contacts across email, LinkedIn, and WhatsApp, without manual sending or follow-up management. Next: monitor and optimize the results.