Building Sequence Steps
Create multi-channel sequence steps for email, LinkedIn, phone, and direct mail outreach.
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)
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 like
{{BUYER.CONTACT.FIRST_NAME}}Test different approaches
Body Content
Opening: Personalized hook
Value: Clear benefit or insight
Social Proof: Relevant success story
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:
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
Introduction (5-10 seconds)
Hook (15-20 seconds)
Discovery (1-2 minutes)
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:
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.
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
Edit the step
Click "Delete" button
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:
<revveal-company-insights><revveal-contact-research><revveal-trigger-events>
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 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 or explore Variables and Dynamic Content.
Related Features
Sequence Building
Sequences Overview - Introduction to sequences and templates
Quick Start - Create your first sequence in minutes
AI Snippets - Dynamic content placeholders for personalization
Writing Controls - Control AI writing style and tone
Variables - Dynamic content using contact and company data
Testing & Optimization
Lifecycle & Testing - Test and refine your sequences
AI Prompt Best Practices - Optimize your AI prompts
Using Steps in Campaigns
Creating Campaigns - Set up campaigns with your sequences
Content Review - Review and approve generated content
AI Sequence Writing - How AI generates step content
Configuration
Seller Profiles - Configure sender information
Resources - Attach resources to steps
Global Variables - Account-wide variable definitions
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