Welcome Kit: Reach out to candidates

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Integrate your email

The best candidate outreach is multi-channel: using email, social media, and phone. Passive candidates may not be checking professional networking sites or job boards, so you’ll want to use email as a key part of your outreach strategy. Depending on your plan, each mailbox can send from 20-500 automated emails per day, so you can maximize outreach and deliverability. To set this up in Juicebox, go to Integrations and then select the link to sign in with your email provider. Once your email status says Connected, you’re ready to reach out to candidates. While you’re in the Integrations section, select the three dots on the right side of your email address, then Edit mailbox settings. Make sure that LinkedIn reply detection is checked and that LinkedIn InMail notifications are sent to the same email you have connected to Juicebox. That way, Juicebox can detect and track replies to InMails you send candidates as part of sequences. Want more help? Learn more about email integrations and SOBO setup.

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Create a sequence

Juicebox lets you create and run automated sequences to reach out to candidates. This also means you can continue to contact candidates even when you’re out of the office, and you can easily follow up with candidates who replied when you return. Select Sequences in the left-hand menu, then New sequence. Choose how to begin:

• Generate a sequence with AI for one of your projects: select a project shown in the dialog, or use Choose project to find another one.
• Build from scratch: start with a blank sequence and write the steps yourself.
• Clone existing sequence: reuse a sequence you or your team already created.

Selecting a project opens the composer to generate a sequence with AI. When available, it draws on your project’s intake notes, linked job, search criteria, company information, writing style, and past team sequences. It can also consult the web and tools you have connected. Composer chat is the side panel on the left; your sequence canvas is on the right. Describe the role and company, tone, number and type of steps, language, and whether to include a scheduling link. When the chat asks for details or suggests a change, choose an option, type your own answer, or select Skip. Use Composer chat to change the copy, steps, senders, or timing—for example, “Wait three business days before step 2.” Changes appear directly in the canvas. If you ask it to remove a step, confirm the removal in the question card. You can also edit the canvas directly. Click the title at the top to rename it. In each email card, choose the From mailbox, edit the Subject and message, or use Cc and Bcc to add recipients. Use Add step in the steps rail to extend the sequence, the step-type dropdown to choose the channel, and Delete step to remove a step. Changes save automatically. Check the Last saved at indicator, then select Done to close the composer when you’re finished. Your chat conversation stays with the sequence when you reopen it. Use the stop button in Composer chat to interrupt a request and review any changes already made. Creating and saving the sequence prepares it for use; you’ll add candidates separately below. If you are working with a Juicebox Agent, you can ask it to create or edit a sequence in the same Agent conversation. Review the sequence in the Sequence side pane and keep giving feedback in the Agent chat. See creating or editing a sequence with a sourcing Agent. Want more help? Learn more about creating a sequence.

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Schedule your sequence

Use the scheduling control above the first step to choose whether it starts immediately or at a later date and time. Set the delay for subsequent steps to control how long Juicebox waits before each follow-up.

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What makes a good sequence?

Let’s make sure your sequence delivers high reply rates and attracts high-quality candidates to speak with the hiring manager. We’ll focus on email best practices, since this is the core channel you’ll use for sequences in Juicebox:

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Subject lines

• Keep subject lines between 5-9 words to capture the candidate’s attention
• Personalize the subject line with a variable, such as the candidate’s first name, or add Day of Week for timely phrasing like “Availability on Thursday”

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Email body

• Use the quick-add chips above the message or type / in the body to insert variables and personalization. Choose the AI command chip, or AI Command in the slash menu, and pick the Work experience or Skills preset, or write your own instruction. AI commands use context from the whole sequence, so later steps build on earlier ones instead of repeating the same angle.
• Use Snippet to insert reusable content that you or your team have saved.
• Use the formatting toolbar to add bold text and links, and include emojis 💪 where they fit your tone
• Include details and benefits of the job or company to provide context, and save any scheduling link for a later step rather than the first email
• Select the sender’s signature to reinforce your credibility
• Use Network mention, when available, to reference a shared connection
• Review the Include unsubscribe option before sending
• Use Add attachment sparingly (up to 3 files per step, 4 MB each), since attachments can hurt deliverability on cold outreach.

For the available quick-add actions, see Inline composer.

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Other ways to increase reply rates

• Design sequences to have 3-5 steps, as this captures 95% of reply rates
• Send to a candidate’s personal email address for a 40% boost in reply rates
• Schedule messages for mid-morning (9am-12pm local time) on weekdays and Sunday for the highest reply rates, and avoid Fridays and Saturdays
• Make your messages concise: shorter messages generally have higher reply rates
• Using SOBO, send the final emails in a sequence on behalf of a hiring manager, founder, or team lead for a 50% boost in reply rates.

Want more help? Learn more about maximizing reply rates.

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Test the sequence

Before adding candidates, select Preview on an email card to open Email preview. Use the contact selector next to To to choose a sample contact and check the resolved variables, AI personalization, signature, and footer. Repeat this review for each email step. Under Send yourself a test email, enter your email address and select Send Test to check the email in your inbox. You can also ask Composer chat, “Send me a test of step 2.” Test emails have [TEST EMAIL] in the subject and use the current message, including your latest edits. See previewing and testing your sequence for the full workflow.

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Add candidates to a sequence

Once the sequence is saved and reviewed, you can start adding your shortlisted candidates to it. From a project’s shortlist, select the candidates you want to contact and select Add to Sequence. From the sequence picker, select an existing sequence or create a new one. You’ll see a preview of the emails; make sure to review these, including any personalization added via AI commands! Juicebox will flag any errors, like missing contact details, variables, or whether candidates are already in an active sequence. It also warns you about candidates contacted within your organization’s recently contacted window (90 days by default). Want more help? Learn more about adding profiles to a sequence.

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Track metrics on a sequence

Now that you’re reaching out to candidates using sequences, you want to see how they’re performing. Juicebox makes this easy for you by giving you deep analytics, by role, on your sourcing and outreach, all in one place. From the Sequences tab, select any sequence to see how it’s tracking. You’ll be able to see the overall funnel of opens, clicks, replies, and interested candidates, plus the status of each candidate. From this dashboard, use Mark as Replied to label replies as Interested or Not Interested. This will sync automatically to the shortlist page, so you can filter and review profiles based on their interest.

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What’s next?

Congratulations! By following this guide, you:

• Set up your email and SOBO to automate the sending of sequences
• Created a new sequence with AI, from scratch, or by cloning an existing sequence
• Edited and personalized the content with Composer chat and AI commands
• Used best practices to maximize reply rates
• Added shortlisted candidates to a sequence and tracked their responses

You’ve already seen how Juicebox uses AI to simplify the repetitive parts of your job. In the next guide, we’ll show you how Juicebox lets you create and configure AI agents to make this even easier.