Sending email sequences in Gem guide

After building your outreach sequence in Gem, you’ll be ready to send the email stages out to the candidates you’ve sourced at the times you’ve designated. (While Gem sends emails automatically, any InMails in your sequence will require a different approach.)

You can choose from several methods to send your email sequences:

• Use the Gem Chrome extension to send emails to candidates individually, one at a time.
• Send from your Sequences page, with the option to reach candidates individually or in bulk.
• Send from your Projects page, with the option to reach candidates individually or in bulk.

Below, you’ll find the steps for each of these methods.

Sending from the Gem extension

• From a prospective candidate’s profile, click Message at the bottom-left of the Gem extension. A pop-up will appear that will give you several options: Send a one-off message, Search sequences, or Create a new sequence.

• Search for and select the sequence you’ve created that you’d like to add the candidate to.
• Review your sequence template in the preview window. Once everything looks good, select Send Messages to initiate your sequence.

Sending from your Sequences page

• Navigate to your Sequences page and select the sequence you wish to send.

• Select the Add Recipients button at the top of that Sequences page.

• A pop-up will appear that gives you two options: Add candidates from a project, or Add candidates individually.
• To add prospective candidates individually, type the name of the candidate into the Search people… field.
• To add candidates from a project you’ve already created, select the drop-down menu, choose the project, then select the Add candidates button. Every candidate in that project will be added to the sequence, but you’ll be able to review and remove any candidates you don’t want to include.

• Select Next: Edit Stages at the bottom-right corner of the pop-up to preview your sequence template and send it once you’re ready.

Sending from your Projects page

• Navigate to your Projects page and select the project containing the candidates you wish to send your sequence to.
• Inside the project, select the candidates you want to contact by checking the boxes beside their names (to select all candidates at once, select the top checkbox).

• Select the Add to sequence button below the project name, then in the pop-up, select the name of the sequence you want to add them to. Then select Add to sequence again.

• Select Next: Edit Stages to preview your sequence template and send it once you’re ready.

Managing responses to your email sequence

A prospect responded! Well done. Here’s how to set their interest level in Gem and reply using a canned message in Gmail:

➡️ Next, you’ll learn how to edit your Sequences!

• Sending from the Gem extension
• Sending from your Sequences page
• Sending from your Projects page
• Managing responses to your email sequence