Creating Your First Sequence

Creating a sequence in Dalil is a six-step process: name it, design it in the Editor, preview the flow, configure settings, publish it, and enrol contacts in the Leads tab.

Step 1: Name your sequence

Navigate to Sequences and click + New Sequence. 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 - Q2 2024
• 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 Draft mode with a blank canvas showing a green Sequence Start node.

Step 2: Design in the Editor

Add your first step by clicking the + button below the Sequence Start node.

Typical first step: Send Email

1. Select Send Email from the steps panel
2. Choose a template or compose your message
3. Write the subject line (40–60 characters, avoid spam triggers)
4. Compose the body with personalisation tags
5. Configure timing (immediately or with a delay)
6. Select senders (at least one required)

Add subsequent steps and conditions to build your flow. Use conditions to create branching logic (e.g., "Does this contact have a LinkedIn URL?").

Step 3: Preview the flow

Click the Preview tab to review the complete visual layout before publishing:

• Preview individual steps showing email content and merge tags
• Trace multiple paths through different contact scenarios
• Check for typos or broken merge tags

Step 4: Configure settings

Click the Settings tab and verify:

• Sequence name and description
• Priority and owner logic
• Channel rate limits (Email: 50 per 24 hours default; LinkedIn connections: 20 per 24 hours; LinkedIn messages: 30 per 24 hours; WhatsApp: 20 per 24 hours)
• Message behaviour options
• Schedule settings (timezone and send windows)

Step 5: Publish

Click the Publish button and confirm. The sequence status changes from Draft to Published and is ready for contact enrolment.

Step 6: Enrol contacts

Method 1: From the Leads tab

Click the Leads tab → Add Leads → import from People Database or Pipeline.

Method 2: Bulk action from CRM

Select contacts in your CRM table → Bulk Actions → Add to Sequence → choose your sequence. This is the fastest method for large groups.

Method 3: Automated via Workflows

Create workflow triggers that automatically enrol contacts when conditions are met (e.g., enrol all new leads in a follow-up sequence).

Email sender assignment

Dalil uses intelligent sender distribution: if the contact has an Owner, emails are sent from that owner's account. Unassigned contacts receive random distribution among selected senders to prevent bottlenecks.

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.