> ## Documentation Index
> Fetch the complete documentation index at: https://docs.raycaster.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Sequence Templates

> Create reusable email sequence blueprints that your team can use across different sheets and campaigns

## Overview

Sequence templates are reusable blueprints for email sequences. They define the structure, timing, and content of a multi-step campaign without being tied to specific recipients. Your team can save successful sequences as templates and reuse them across different sheets and outreach campaigns.

<Frame caption="The Sequence Templates page for managing reusable email campaign blueprints">
  <img src="https://mintcdn.com/raycaster/_VVk1UxeaQQsf887/images/email-sequence-templates.png?fit=max&auto=format&n=_VVk1UxeaQQsf887&q=85&s=aee0063272d605c26fd3ec2edbca41e9" alt="Sequence Templates page" width="3024" height="1964" data-path="images/email-sequence-templates.png" />
</Frame>

## Templates vs Sequences

|                  | Template                                        | Sequence                            |
| ---------------- | ----------------------------------------------- | ----------------------------------- |
| **Recipients**   | None — it's a blueprint                         | Attached to specific sheet rows     |
| **Execution**    | Cannot run on its own                           | Runs and sends emails               |
| **Created from** | Sequence Templates page or by saving a sequence | Sheet with selected rows            |
| **Shared with**  | Entire organization                             | Visible based on integration access |

## Creating a Template

There are two ways to create a sequence template:

### From the Templates Page

<Steps>
  <Step title="Navigate to Templates">
    Go to **Email Sequences** (`/email-sequences`) and click the **Sequence Templates** tab.
  </Step>

  <Step title="Create Template">
    Click **"Create Template"** to open the visual sequence builder.
  </Step>

  <Step title="Design the Sequence">
    Add email nodes and wait nodes. Write the content for each step using `{{variable}}` placeholders. Give the template a descriptive name.
  </Step>

  <Step title="Save">
    Click **Save** to add the template to your organization's library.
  </Step>
</Steps>

### From an Existing Sequence

When you've built a sequence that works well, you can save its structure as a template for future use. This preserves the email content, timing, and structure while removing the recipient-specific data.

## Using a Template

When creating a new sequence from a sheet:

<Steps>
  <Step title="Select Recipients">
    Select rows in your sheet and click the Sequence button.
  </Step>

  <Step title="Choose from Templates">
    Click **"Choose from Templates"** in the sequence composer.
  </Step>

  <Step title="Pick a Template">
    Browse your organization's templates and system templates. Preview the steps, timing, and content before selecting.
  </Step>

  <Step title="Customize and Launch">
    The template's structure is applied to your selected recipients. You can customize the content before launching.
  </Step>
</Steps>

## Managing Templates

From the **Sequence Templates** tab, you can:

* **View** — Click on any template to see its full structure and content in the detail panel
* **Edit** — Modify the template's content, timing, or structure
* **Delete** — Remove templates you no longer need (supports bulk delete)
* **Track Usage** — See how many times each template has been used

## Template Best Practices

<AccordionGroup>
  <Accordion title="Name templates clearly">
    Use descriptive names that indicate the purpose, audience, and number of steps. For example: "3-Step Biotech Partnership Outreach" or "Follow-up After Conference Meeting".
  </Accordion>

  <Accordion title="Use variables generically">
    Design templates with common column names like `{{First Name}}`, `{{Company}}`, and `{{Title}}` so they work across different sheets. Avoid highly specific column names that may not exist in other sheets.
  </Accordion>

  <Accordion title="Space out your steps">
    Allow enough time between emails for recipients to read and respond. A common pattern is Day 0, Day 3, Day 7 for a three-step sequence.
  </Accordion>

  <Accordion title="Keep sequences focused">
    Aim for 2-4 steps per sequence. Longer sequences have diminishing returns and may feel spammy to recipients.
  </Accordion>
</AccordionGroup>