# Building Sequence Steps Sequence steps are the individual touchpoints in your outreach campaign. RevvedUp supports multiple delivery methods, each with specific subtypes optimized for their channel. ## Delivery Types and Subtypes ### Available Channels * **Email**: Standard email messages with subject and body * **LinkedIn**: Connection requests and messages ([requires connection first](https://docs.revvedup.ai/integrations/messaging/linkedin-integration)) * **Phone**: Call scripts and voicemail templates * **Direct Mail**: Physical letter templates Each channel has subtypes that define the specific format and behavior of your message. ## Email Steps Email is the primary channel for most B2B sequences. ### Creating Email Steps **Subject Lines** * Keep under 50 characters for mobile * Use personalization [variables](https://docs.revvedup.ai/sequences/variables) like `{{BUYER.CONTACT.FIRST_NAME}}` * Test different approaches **Body Content** 1. **Opening**: Personalized hook 2. **Value**: Clear benefit or insight 3. **Social Proof**: Relevant success story 4. **CTA**: Single, clear next step ### Email Step Settings **Timing Configuration** * Day: When to send (0 = immediate, 1 = next day, etc.) * Name: Helps identify the step in the sequence and in reporting ## LinkedIn Steps ### Connection Requests **Must Come First** You cannot send LinkedIn messages until the connection request is accepted. Always create a connection request step before any LinkedIn message steps. **Character Limits** * 300 characters maximum * No formatting or links allowed * Mobile shows only first \~100 characters **Example Template**: ``` Hi {{BUYER.CONTACT.FIRST_NAME}}, I noticed {{AI.CONNECTION_REASON}}. Would love to connect and share insights on {{AI.VALUE_PROP}}. ``` ### LinkedIn Messages **For Connected Prospects Only** * Messages can only be sent after connection approval * No character limit for messages * Can include links * Higher visibility than email ## Phone Steps Phone steps provide scripts for your sales team. ### Call Scripts **Basic Structure** 1. **Introduction** (5-10 seconds) 2. **Hook** (15-20 seconds) 3. **Discovery** (1-2 minutes) 4. **Value Prop** (30 seconds) Use the same variables as emails: * `{{BUYER.CONTACT.FIRST_NAME}}` * `{{BUYER.ACCOUNT.NAME}}` * `{{AI.VALUE_PROP}}` ### Voicemail Scripts Keep voicemails to 20-30 seconds: ``` Hi {{BUYER.CONTACT.FIRST_NAME}}, {{SELLER.NAME}} from {{SELLER.COMPANY}}. Calling because {{AI.TRIGGER_EVENT}}. I'll send you an email with more details. Give me a call back at {{SELLER.PHONE}}. Thanks! ``` ## Direct Mail Steps Physical mail for high-value prospects. Create these just like you do other sequence messages. Include a link to the landing page and we'll convert this to a QR code that is available on the letter. Helps you identify engagement from this step. #### Letter Used for longer-form cover letters, such as an A4 sheet of paper. No character limits here, though the target length will typically be 150-250 words. #### Postcard Used for A5-sized postcards and smaller Direct Mail pieces. Total word count for this type will be cut off at max of 150 words. ## Step Management ### Adding Steps * Click the "+ Add Step" button in the template sidebar * Choose from ‘Create new from scratch’ or ‘Copy from another sequence’ #### Create New Selecting ‘Create new from scratch’ will give you a blank slate to work with, defaulting you to ‘AI Writer’ mode. * Configure: * Delivery Method: Email, LinkedIn, Phone, Direct Mail * Day: When to send (relative to the previous step) * Name: Internal reference (optional) * Revveal Tags: Add custom research you’d like to be used in content generation * Resources to Use: Add resources you’d like to be used in content generation * Add your content to the prompt window or select which mode you want to use #### Copy from another sequence This is a powerful feature that allows you to add successful sequence step templates from other sequences, including Global Templates (sequences that RevvedUp has designed based on successful best practices to provide you with a quick way to create impactful outreach). Simply select this option, then choose the sequence and step you want to copy and click ‘Add’ - you’ll have all the step’s content and configuration automatically copied over instantly. ![](https://2041424742-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FqbJJeiVXuyURYU9WIXFN%2Fuploads%2F2ARhHlPhDNUOIVmNqiL0%2Funknown.png?alt=media\&token=1150eabc-757e-40e6-b996-a2e603e1d5fd) ### Reordering Steps **To Change Step Order**: * Hover over the step you want to move * Drag and drop it to the desired placement * Note that the message sending delay will remain so the same, so you may want to revise it ### Editing Step Messages * Click step in sidebar to select * Modify content directly * Edits are saved automatically * Changes made will apply to new contacts processed in your campaigns only * To change the content for previously generated contacts, use ‘Regenerate content’ ### Deleting Steps 1. Edit the step 2. Click **"Delete"** button 3. Confirm deletion Important! The step is then deleted, this cannot be undone, so use with caution. ## Advanced Techniques ### Revveal Variables Use Revveal variables for dynamic content inside of the AI Snippets: * `` * `` * `` These pull from RevvedUp's research engine to add deep personalization. ## Troubleshooting ### Content Generation Issues **AI Not Generating Content** * Check that all required AI snippets have prompts * Verify template has at least one step * Ensure campaign has active status **Poor Quality Content Generation** * Review AI snippet prompts for clarity * Check [Writing Controls](https://docs.revvedup.ai/sequences/writing-controls) settings * Verify data quality for contacts **Variables Not Populating** * Confirm variable syntax is correct * Check that contact has required data * Use fallback values where appropriate **Generation Taking Too Long** * Large batches may take time * Check campaign processing queue * Contact support if delays exceed 2-4 hours * RevvedUp prioritizes content quality, causing some of our messages to take longer to generate *** **Next Steps**: Learn how to enhance your steps with [AI Snippets and Personalization](https://docs.revvedup.ai/sequences/ai-snippets) or explore [Variables and Dynamic Content](https://docs.revvedup.ai/sequences/variables). ## Related Features ### Sequence Building * [Sequences Overview](https://docs.revvedup.ai/sequences/overview) - Introduction to sequences and templates * [Quick Start](https://docs.revvedup.ai/sequences/quick-start-1) - Create your first sequence in minutes * [AI Snippets](https://docs.revvedup.ai/sequences/ai-snippets) - Dynamic content placeholders for personalization * [Writing Controls](https://docs.revvedup.ai/sequences/writing-controls) - Control AI writing style and tone * [Variables](https://docs.revvedup.ai/sequences/variables) - Dynamic content using contact and company data ### Testing & Optimization * [Lifecycle & Testing](https://docs.revvedup.ai/sequences/lifecycle-testing) - Test and refine your sequences * [AI Prompt Best Practices](https://docs.revvedup.ai/sequences/ai-prompt-best-practices) - Optimize your AI prompts ### Using Steps in Campaigns * [Creating Campaigns](https://docs.revvedup.ai/campaigns/creating-campaigns) - Set up campaigns with your sequences * [Content Review](https://docs.revvedup.ai/campaigns/content-review) - Review and approve generated content * [AI Sequence Writing](https://docs.revvedup.ai/ai-features-how-it-works/generate-content/sequence-writing) - How AI generates step content ### Configuration * [Seller Profiles](https://docs.revvedup.ai/gtm-playbook/seller-profiles) - Configure sender information * [Resources](https://docs.revvedup.ai/gtm-playbook/resources) - Attach resources to steps * [Global Variables](https://docs.revvedup.ai/gtm-playbook/global-variables) - Account-wide variable definitions