Campaign Settings: Templates & Email Sequence

Every Pitchbox campaign has its own automated outreach sequence: a series of email templates sent automatically as follow-ups until a prospect replies. This article explains how many templates you can use, how to add and edit them, how to set the delay between attempts, and how the sequence sends to your contacts.

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1. What Is an Automated Outreach Sequence?
2. Adding and Editing Templates
3. Setting the Delay Between Attempts
4. How the Sequence Works

📬 What Is an Automated Outreach Sequence?

Each campaign has its own automated outreach sequence, so you can tailor your follow-ups to that campaign's audience.

We recommend using at least three templates to achieve the highest response rates.

✍️ Adding and Editing Templates

In your campaign's outreach settings, you can add and edit the template for each outreach attempt. Each template is sent as a separate attempt, in order, so you can give each one its own purpose, from a strong first impression to a final, gentle follow-up.

⏱️ Setting the Delay Between Attempts

To change how many days pass between follow-up attempts, edit the number in the dropdown between your outreach templates.

Customers on Advanced plans and above can also use Dynamic Delay.

🔁 How the Sequence Works

1. Pitchbox sends your first template to the first contact.
2. After the number of days you've set, it sends the second template to the same contact.
3. It continues through each template in your sequence in the same way.

Sending stops as soon as you receive a reply, or once all contacts have been tried.

You can view who has received your outreach attempts on the Opportunity Details page. Contacts that have received an attempt will have a black teardrop icon.

💬 Need more help? Email pitchbox@support.com or use the live chat and our team will be happy to help.