Who this is for: Recruiters and Admins setting up a new sequence for the first time.
What this covers
Before you can add steps or recipients, you need to configure the core details of your sequence. This article walks you through the creation modal — from naming your sequence to setting up senders, schedule, and optional job attachment.
How to create a sequence
Step 1: Click Create Sequence
Go to Sequences in the left sidebar, then click Create Sequence. A modal will open to collect the sequence details.
Step 2: Name your sequence
Enter a name in the Sequence Name field. Keep it descriptive enough that your team knows what it's for at a glance — e.g., "Q3 Passive Candidate Outreach – Tech" rather than "Sequence 1".
Maximum 120 characters
Name cannot be blank
Step 3: Choose sequence type
Select either Candidate or Contact (Business Development). This controls:
Which personalisation tokens are available (e.g., candidate fields vs. contact/company fields)
Which filters you can use when adding recipients
Whether you can attach a job opening (Candidate sequences only)
You cannot change the sequence type after creation.
Step 4: Configure senders
Select at least one sender from the Sender List dropdown. The dropdown shows users and their aliases — users appear as parent items, aliases appear nested underneath them.
Optionally, set a Sender Priority to control which sender gets assigned to which recipient:
Lead Owner — assigns the recipient's lead owner if they're in the sender list
Recent Communicator — assigns whoever last communicated with the recipient
User Adding to Sequence — assigns whoever adds the recipient
Job Recruiter — assigns the recruiter tied to the attached job (Candidate sequences only; only shown if a job is attached with a specific recruiter)
If no sender matches the priority rule, Recruiterflow automatically assigns another available sender from the list. Sender assignment is fixed at launch and doesn't change per step.
Step 5: Select a schedule
Choose a Schedule from the dropdown. Schedules define which days and times your sequence is allowed to send. These are configured at the account level by your Admin.
If you don't see a schedule that fits, ask your Admin to create one in Account Settings → Schedule Settings.
Step 6: Attach a job opening (optional — Candidate sequences only)
If this sequence is for a specific role, select the job from the Attach Job Opening dropdown. Attaching a job lets you configure two automatic stage movements:
When the sequence starts, move the candidate to → pick a job stage
When a candidate replies, move them to → pick a job stage
These automations only apply to recipients added to this sequence while the job is attached. You cannot change the attached job once recipients have entered the sequence.
Step 7: Proceed to Configure Steps
Once all required fields are filled, click Proceed to open the sequence builder where you'll add your steps. See Adding Steps to a Sequence to continue.
What happens if you exit before launching
If you close the builder before launching, your sequence is saved automatically as a Draft and will appear in the Sequences table. You can return to it at any time to add steps and launch.