Add Profiles to a Sequence

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Introduction

Once you have set up your email sequence, you can move on to enrolling profiles in the sequence. You can do so in two ways:

• Bulk Actions: add profiles to a sequence from the Shortlist page in bulk.
• Individual: add profiles to your sequence individually from the profile menu.

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Bulk Add to Sequence

First, ensure you have shortlisted profiles. You can then select profiles in bulk and click the “Add to Sequence” button at the bottom of the screen.

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Add Profiles to Sequences Individually

You can also add profiles to sequences one-by-one. To do so, while searching, select the “Add to Sequence” option on the profile card.

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Sequence Configuration: Emails and Template

Next, select your preferred sequence, as well as the type of contact data you’d like to use. You can choose between personal emails, professional emails, or a combination of the two. If you choose a combination option — e.g. “Prefer personal emails, fallback to professional emails” — Juicebox will search for a verified personal email. If none is available, it will search for a verified professional email instead. This option is recommended to increase email coverage.

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Email Preview

Finally, you will see a preview of the emails for your selected profiles. If you added an AI command, the emails will also include the personalization. This menu allows you to make any one-off edits to different campaign contacts. For example, you could change the outreach personalization for a specific contact. In case there are any errors or warnings, you will be shown a error icon, alongside an explanation of any actions you have to take.

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Errors

These cannot be skipped and must be resolved or removed. 🛑

• A profile is already in any active sequence
• Missing contact details (emails)
• Missing variables in the profile, e.g. Current Company doesn’t exist

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Warnings

These require review but can be skipped. ⚠️

• A profile was contacted in the past 90 days
• A profile is shortlisted in another project

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View Email History

To view the email history that exists with a candidate (all emails sent via Juicebox previously), select “Sequences” when viewing a candidate profile. You can also see emails that have been scheduled but not yet sent, and make any edits to them, if applicable.

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Maximizing Deliverability

Juicebox takes automatic actions to improve your email deliverability. Specifically, the service includes the following measures:

• Email Verification: we run an email waterfall with multiple email providers, including automated bounce-checks.
• Intervals: emails are automatically spaced out in 120-second intervals. For example, if you schedule 30 emails to send at 9.30am, they will send in two-minute intervals, e.g. 9:32, 9:34, […], until the 15th email is sent by 10am.
• Daily Limit: by default, up to 100 emails can be sent per day. You can increase that limit to up to 200 emails / day in the settings page. If you exceed the limit, you will receive an error message.