Outreach has two different sequence types available, one that delivers emails and creates tasks at a specific date and time, and one whose steps are activated by specified time intervals.
Note: Once a sequence type is selected and the sequence is created, it cannot be changed.
Steps By Day Interval
This sequence type is used for recurring campaigns (drip campaigns). Steps are separated by time intervals, which can range from immediately months in the future. The steps will action (email delivery, task creation, etc.) based on your browser timezone, not on the prospect's timezone or schedule.
For example, to send a Quarterly email; a step would be delivered every 90 days:
With time interval steps, prospects can be added to sequences at any time. When added, the prospect will follow the specified time intervals. In the previous example, the first email would be delivered 90 days after the prospect was added to the sequence.
Note: If an email does not send due to a sending limit being reached by the email provider, sequences will automatically retry to send after 24 hours or will send when the sending limit has been reset, see Email Limits & Safeguards.
Steps By Exact Date/Time
This sequence type is used when a one time event is being scheduled, such as a webinar, conference, or trade show. For example, to send an email notifying prospects of an upcoming event; a step would look like:
Note: Once a date and time have been chosen by a user, no additional prospects can be added to the sequence if the specified date has passed. To reuse the sequence/sequence step, please refer to the Steps By Day Interval, as you would be able to continue using the same sequence without modifying the send date/time.