> For clean Markdown of any page, append .md to the page URL. > For a complete documentation index, see https://docs.meetgail.com/platform/communications/outbound/sequences/llms.txt. > For AI client integration (Claude Code, Cursor, etc.), connect to the MCP server at https://docs.meetgail.com/_mcp/server. # Campaign Sequences > Learn how to create multi-step outreach sequences for your outbound campaigns. Sequences allow you to create sophisticated multi-step outreach flows in **Advanced** campaigns. Instead of a single call attempt, you can define multiple **outreaches** across one or more sequences — each with its own timing, script, and target segment. ## Understanding Sequences A sequence is a named flow that contains one or more **outreaches** (individual contact attempts). Each outreach specifies when to dial and which script to use. | Concept | Description | | -------------------- | ------------------------------------------------------------------------------- | | **Sequence** | A named flow with a description and timezone, containing one or more outreaches | | **Outreach** | A single touch point within a sequence — has its own timing and script | | **Default Sequence** | Required catch-all that handles contacts not matched by other sequences | | **Segment** | Non-default sequences must target a specific audience segment | ## Creating Sequences Sequences are configured in the **Sequences** step of the Advanced campaign builder. ### Getting Started You have two options: * **Create Sequence** — Build a new sequence from scratch * **Select Existing Sequence** — Reuse a sequence already defined in your organization ![Sequences step with Create Sequence option](/_fern-img/3dcba9ea54dbd9f55e0b2d6ac5e83670350ecdb382c58ddf4c19ede6278c86be.webp)![Sequences step with Select Sequence option](/_fern-img/c8075b61265abbfca7ce6ef4d2de82dcad845838876281831351a4c528a99fc2.webp) ### Configuring a Sequence Each sequence requires: ![Sequence builder with name, timing, and outreach configuration](/_fern-img/e594ab1d0b1d867e601f1d59c2456437c02423d999384b16535db001f9f69b40.webp) | Field | Requirement | | --------------- | ------------------------------------------------------------------------ | | **Name** | At least 4 characters | | **Description** | Required | | **Timezone** | Required — controls when outreaches are scheduled | | **Segment** | Required for non-default sequences (the default sequence uses catch-all) | ### Adding Outreaches Within each sequence, add one or more outreaches using **Add Outreach**. Each outreach needs: ![Outreach configuration with timing type, delay, and script selection](/_fern-img/fdb2995f23719375a17802bdf65910581a88ccb745d0322dbe862eb46fad5ecc.webp) | Setting | Description | | ------------------ | ---------------------------------------------- | | **Timing Type** | How the outreach is scheduled | | **Date Offset** | Number of days from the campaign start | | **Delay Duration** | Time to wait before dialing | | **Time** | Specific time of day | | **Script** | Which script Gail should use for this outreach | ### Timing Options | Approach | Example Use Case | | ------------------ | -------------------------------------------------------------------- | | **Date Offset** | Schedule an outreach for day 1, day 3, day 7 of a multi-day sequence | | **Delay Duration** | Quick follow-up within hours of a previous attempt | | **Specific Time** | Reach contacts at a particular time of day | ### Validation The campaign builder validates that all sequences are complete before you can proceed: * At least **one sequence** must exist * Every sequence must have the required fields filled in * Each outreach must have valid **timing** and a **script** selected Error messages reference specific sequence and outreach numbers (e.g., "Sequence 2: Outreach 1 — Script is required") so you can locate and fix issues quickly. ### AI-Assisted Sequences Use **Have Gail Help** to have Gail review and suggest improvements to your sequences. Gail can analyze your sequence structure and recommend changes to timing, scripts, or outreach order. ## Best Practices ### Respect Contact Fatigue Limit total attempts to avoid annoying contacts: * Maximum 3-5 attempts for most campaigns * Spread attempts over appropriate time periods * Always provide opt-out options ### Test Before Scaling Run sequences with small groups first: 1. Test with sample contacts 2. Review call recordings and outcomes 3. Adjust timing and scripts 4. Scale gradually ### Monitor and Optimize Regularly review sequence performance: * Identify steps with high drop-off * A/B test different approaches * Adjust timing based on data ## Next Steps * [Redialing Rules](/platform/communications/outbound/redialing-rules) - Fine-tune retry behavior * [Creating Campaigns](/platform/communications/outbound/creating-campaigns) - Apply sequences to campaigns > Documentation for Gail, the AI platform for financial services. Learn how to set up GailGPT and Gail Agent to automate customer communications for insurance, banking, and finance.