Follow-up sequences and templates
After a prospect accepts your invitation, the follow-up sequence takes over: a series of messages that fire automatically at configured delays.
Using a built-in template
- Run 'list_sequence_templates' to see the built-in options with name, description, and step count.
- Apply one with 'apply_sequence_template', passing campaign_id and template_name.
Templates write to the campaign's follow_up_sequence, the post-acceptance messages. They do not touch the pre-send sequence. The response confirms this with field_written: follow_up_sequence and reports how many steps were applied.
Step types
A sequence step is one of:
- text: a plain message with content and delay_seconds
- voice_note: a voice message from a URL
- image: an image from a URL
- video: a video from a URL
- webhook: fires an event to your systems at that point in the sequence instead of messaging the prospect
delay_seconds controls how long after the previous step the message fires. Message content supports variables like {first_name} and {company}.
Custom sequences
You do not need a template. 'upsert_campaign' accepts a follow_up_sequence directly when updating a campaign, and 'manage_outreach' with action 'setup' accepts steps where everything after the invite becomes the follow-up flow.
Variants on follow-up steps
Because templates write to follow_up_sequence, A/B variants on those messages must target the follow-up array: use 'manage_variants' with target 'follow_up'. See the A/B testing article for how variants and per-arm stats work.
If a template name does not exist, the tool returns a clear error and points you back to 'list_sequence_templates', so a typo cannot silently apply nothing.