Build a multichannel outreach sequence

Overview#

A Tantra outreach sequence can combine email with LinkedIn, WhatsApp, and Telegram actions. You can also create a sequence that uses only non-email channels.

Available actions are:

Before you start#

• Activate the add-on for every non-email channel you plan to use.
• Connect at least one ready account for each channel.
• Put the necessary identity on each contact record: an email address for email, a LinkedIn profile for LinkedIn, a phone number for WhatsApp, and an existing Telegram identity for Telegram.
• Add the contacts to a list.

Build the sequence#

1. Open Campaigns and create an Email Outreach campaign.
2. Name the campaign and choose the contact list.
3. In Senders, select the accounts the campaign may send from. Email steps need a connected mailbox. Each other channel needs at least one connected account of that type.
4. In Sequence, edit the first step or select Add step.
5. Choose a channel and action.
6. Write the email or plain-text message, where the action needs one.
7. Set the delay before each follow-up step.
8. Add, reorder, or remove steps until the journey is complete.
9. Set the launch time, sending days and hours, timezone, and limits.
10. Review the campaign and launch it.

Insert this image here — screenshot details: Sequence builder with the Add step menu open. Show Email, LinkedIn, WhatsApp, and Telegram sections with their available actions.

If an add-on is not active, that channel is marked Not in your plan and its actions cannot be selected.

Write social messages#

LinkedIn, WhatsApp, and Telegram messages are plain text. Use Insert variable to add contact or sender details, including first name, last name, full name, company, job title, website, location, and sender name or company.

Email-only features such as subjects, email signatures, reply threading, and AI personalization do not appear on social steps.

Short, personal messages usually work best even when a channel allows more characters.

Important channel behavior#

LinkedIn#

• A profile visit sends no message. Contacts without a LinkedIn profile on their record skip the step.
• A connection request can be sent with or without a note.
• A later LinkedIn message step runs only after the contact accepts the connection request.

WhatsApp#

• Messages are plain text, without email-style HTML formatting.
• The contact needs a usable phone number, including country code.

Telegram#

• Tantra can message only contacts whose Telegram identity is already on their contact record from an existing conversation.
• Contacts without a Telegram identity skip the step.

Select account coverage#

The campaign cannot launch unless every channel used in the sequence has a selected account:

• If any step sends email, select at least one email mailbox.
• If a step uses LinkedIn, WhatsApp, or Telegram, select at least one ready account for that specific channel.
• An all-social sequence does not require an email mailbox.

If no account is ready, use the link in Senders to open the channel connector, connect an account, then return to the campaign.

Insert this image here — screenshot details: Campaign Senders step showing selected email senders plus connected LinkedIn, WhatsApp, and Telegram account sections.

Timing and launch#

The first step starts with no delay. Later steps can wait up to 365 days. The sequence runs in its selected timezone and sending window.

If you schedule the launch, the chosen date and time are interpreted in the campaign timezone. Changing the timezone keeps the displayed clock time but changes when that moment occurs elsewhere.

Troubleshooting#

Related articles#

• Activate and manage channel add-ons
• Connect and manage LinkedIn
• Connect and manage WhatsApp
• Connect and manage Telegram
• Use the unified inbox