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Sequences overview

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Overview

Gem Sequences are a way to help automate your outreach to candidates. Every Sequence is comprised of at least one Stage. A Stage is a scheduled message template and can be further personalized for the prospect through the use of Custom tokens.

Sequences are designed to ping a candidate until they respond or we run out of Stages to send. You can have as many Stages as you’d like and they can be scheduled to go out at any time in the future.

Your Sequences Dashboard

When you go to your Sequences dashboard, you will see the following sections:

  • Your Sequences - A list of all Sequences that you’ve created. To view Sequences that you’ve archived, click “Show archived sequences…”
  • Shared Sequences - A list of Sequences created by other team members who have either given you direct access or have set their Sequence to the Shared access setting. (More on how sharing in Gem works Sharing and collaborating with Gem.)
  • All Sequences (Gem Team Admins only) - A list of all Sequences created by all team members, even Confidential ones.

Additional Resources

To learn more about Sequences, see the following resources.

Videos

  • How to Create and Edit a New Sequence in Gem (3 minutes): This video covers how to create and edit a new Sequence in Gem.
  • How to Review and Finalize a Sequence in Gem (2.5 minutes): This video covers how to review and finalize a new Sequence in Gem.
  • Assign and Initiate an Email Sequence (1 minute): This video covers how to assign and initiate an email sequence in Gem.

Related Articles

  • Creating Sequences
  • Sending email Sequences in Gem
  • Editing Sequences
  • Custom tokens

Have any issues or questions on this topic? Please feel free to contact your dedicated Gem Customer Success Manager directly or our Support team at support@gem.com.

  • Overview
  • Your Sequences Dashboard
  • Additional Resources
  • Videos
  • Related Articles
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