general lemlist-sequence-setup

lemlist-sequence-setup

This skill should be used when the user asks to "set up sequences in Lemlist", "build a Lemlist campaign", "create a sequence in Lemlist", "configure Lemlist for cold outbound", "use Lemlist for cold email", "set up Lemlist for outbound", "design a campaign in Lemlist", "configure Lemlist sending", "build an email sequence in Lemlist", or any variation of setting up and using Lemlist for B2B SaaS cold outbound sequences.
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Lemlist Sequence Setup

Lemlist is a cold outbound sequencing tool built for personalized email at scale. Its core strengths: built-in email warmup (Lemwarm), multichannel sequences (email + LinkedIn + phone), native personalization features (custom variables, dynamic images, dynamic landing pages), and strong deliverability controls. It's the go-to tool for teams that prioritize personalization and deliverability over enterprise-grade analytics.

The principle: Lemlist is strongest when you use its personalization and deliverability features. Running Lemlist like a generic email sender wastes its best capabilities. Set up Lemwarm, use custom variables, and configure sending limits properly. That's where the value is.

Lemlist vs Other Sequencing Tools

Feature Lemlist Outreach Salesloft Apollo HubSpot Sequences
Cold email focus Primary use case Primary Primary Secondary (data is primary) Secondary (CRM is primary)
Built-in warmup Yes (Lemwarm) No No Basic No
Multichannel Email + LinkedIn + phone + API Email + LinkedIn + phone Email + LinkedIn + phone Email + phone Email + tasks
Personalization Custom variables + dynamic images + liquid syntax Variables + snippets Variables + snippets Variables Merge tokens
Deliverability controls Sending limits, warmup, bounce detection, custom tracking domain Sending limits Sending limits Sending limits Basic
A/B testing Yes (up to 4 variants per step) Yes Yes Yes No
Pricing $39-159/user/mo $100+/user/mo (annual) $125+/user/mo (annual) $49-99/user/mo $90/user/mo (Sales Hub Pro)
Best for SMB-mid market. Teams 1-20. Personalization-focused Mid-market to enterprise. Teams 10-100+ Mid-market to enterprise. Teams 10-100+ All-in-one (data + sequences) Teams already on HubSpot

Setting Up Lemlist

Step 1: Connect your email provider

Lemlist → Settings → Email Providers
  → Connect Gmail (OAuth) or SMTP (for custom domains)
  → Verify connection (send test email)

Email connection options:

Method How Best for
Gmail OAuth One-click Google authorization Gmail/Google Workspace users. Easiest setup
Outlook OAuth One-click Microsoft authorization Outlook/M365 users
Custom SMTP Manual SMTP settings (host, port, username, password) Custom email providers, self-hosted mail

Connection rules:

  • Connect a personal email address, not a shared inbox. Cold email should come from a named person
  • If using a sending subdomain (jane@mail.company.com), configure SMTP for that specific subdomain
  • Verify SPF, DKIM, DMARC before connecting (per domain-setup-spf-dkim-dmarc skill)

Step 2: Configure sending limits

Lemlist → Settings → Email Providers → [Your provider]
  → Sending limits:
    - Max emails per day: [set based on warmup status]
    - Min delay between emails: 60-180 seconds
    - Sending window: Mon-Fri, 8am-6pm
    - Timezone: recipient timezone (or your timezone)

Sending limit guidelines:

Inbox status Max emails/day Min delay between Notes
Brand new (week 1-2) 10-20 120-180 seconds Warmup phase. Lemwarm handles this automatically
Warming (week 2-4) 20-40 90-120 seconds Gradually increasing
Warmed (week 4+) 40-60 60-90 seconds Full volume. Don't exceed 60/day per inbox
Established (3+ months) 50-80 60 seconds Proven inbox. Can push slightly higher

Step 3: Enable Lemwarm

Lemlist → Lemwarm (left sidebar)
  → Enable for each connected email
  → Set warmup intensity: "Smart" (recommended)
  → Lemwarm starts sending warmup emails automatically

Lemwarm rules:

  • Enable Lemwarm on Day 1 of account setup. Don't wait until deliverability problems appear
  • Keep Lemwarm running permanently, even after warmup is complete. Maintenance-level warmup (5-10/day) maintains deliverability
  • "Smart" intensity mode adjusts warmup volume based on your sending reputation. Use it instead of manual settings
  • Lemwarm is included in all Lemlist paid plans. No additional cost

Step 4: Set up custom tracking domain

Lemlist → Settings → Custom tracking domain
  → Add a CNAME record: track.yourdomain.com → [Lemlist tracking URL]
  → Verify in Lemlist

Custom tracking domain rules:

  • A custom tracking domain improves deliverability. Lemlist's default tracking domain is shared across all users. Custom domains are unique to you
  • Use a subdomain of your sending domain: track.mail.company.com if sending from mail.company.com
  • Without a custom tracking domain, tracked links use Lemlist's shared domain, which may trigger spam filters if other users have sent spam through it

Creating a Campaign

Lemlist campaign structure

Campaign
├── Settings (sending email, schedule, limits)
├── Leads (imported contacts with variables)
├── Steps (the sequence of emails, LinkedIn actions, tasks)
└── Analytics (per-step performance)

Step 1: Create the campaign

Lemlist → Campaigns → Create Campaign
  → Name: "[Persona] - [Angle] - [Date]"
    Example: "VP Sales - Funding Signal - May 2026"
  → Select sending email
  → Configure schedule (Mon-Fri, 8am-6pm)

Step 2: Import leads

Import method How Best for
CSV upload Upload CSV with email, name, company, custom variables Bulk import from external list
Lemlist finder Search and find leads within Lemlist Quick prospecting without external tools
CRM sync Sync from HubSpot or Salesforce Contacts already in CRM
API Push contacts via Lemlist API Automated workflows

CSV import columns:

Column Required Example
email Yes jane@acme.com
firstName Yes Jane
lastName Yes Kim
companyName Yes Acme Corp
Custom variable 1 No {{signal}} = "the Series B"
Custom variable 2 No {{personalizationLine}} = "Your attribution post was spot-on"
Custom variable 3 No {{proofPoint}} = "Ramp cut ramp time by 50%"

Import rules:

  • Verify emails before importing. Lemlist has built-in email verification, but pre-verifying with NeverBounce/ZeroBounce catches more invalids
  • Include custom variables in the CSV. Lemlist's power is in variables. Pre-populate personalization fields in the CSV so they render automatically in the email
  • Deduplicate against previous campaigns. Lemlist prevents enrolling the same email in two active campaigns, but check manually for contacts from completed campaigns

Step 3: Build the sequence steps

A 3-step cold email sequence:

Step 1: Email (Day 1)
  Subject: {{signal}}
  Body:
    {{firstName}}, {{personalizationLine}}

    {{templateBody}}

    Worth a 15-minute look?

    {{senderFirstName}}

  Delay: 3 business days
  ↓
Step 2: Email (Day 4)
  Subject: {{proofTopic}}
  Body:
    {{firstName}}, {{proofPoint}}

    {{proofBody}}

    Happy to share how they did it.

    {{senderFirstName}}

  Delay: 5 business days
  ↓
Step 3: Email (Day 9)
  Subject: closing the loop
  Body:
    {{firstName}}, sounds like timing's off.
    Should I close the loop?

    {{senderFirstName}}

Step types in Lemlist

Step type What it does When to use
Email Automated email from your connected inbox Core outbound step
LinkedIn visit Auto-visits the lead's LinkedIn profile Day 1-2. Builds familiarity before email
LinkedIn connect Sends a LinkedIn connection request Day 2-5. Parallel warm-up alongside email
LinkedIn message Sends a LinkedIn DM (requires connection) After connection accepted. Value share or bridge
Manual task Creates a reminder for the rep (call, custom action) Phone calls, manual LinkedIn actions
API step Triggers an external webhook or API call CRM updates, Slack notifications, custom automation

Multichannel sequence example (email + LinkedIn):

Step 1: LinkedIn Visit (Day 1) — auto, 0 effort
Step 2: Email 1 (Day 2) — signal + ask
Step 3: LinkedIn Connect (Day 3) — personalized note
Step 4: Email 2 (Day 6) — proof angle
Step 5: LinkedIn Message (Day 8) — if connected, share resource
Step 6: Email 3 (Day 11) — breakup

Lemlist Variables and Personalization

Built-in variables

Variable What it inserts
{{firstName}} Lead's first name
{{lastName}} Lead's last name
{{email}} Lead's email
{{companyName}} Lead's company
{{phone}} Lead's phone
{{senderFirstName}} Your first name
{{senderLastName}} Your last name

Custom variables

Add any custom variable by including the column in your CSV import.

Custom variable CSV column Use in template Example value
{{signal}} signal Subject line or opener "the series b"
{{personalizationLine}} personalizationLine First line of email "Your attribution post was spot-on"
{{proofPoint}} proofPoint Email 2 proof reference "Ramp cut ramp time from 90 to 45 days"
{{companySize}} companySize Context reference "180 employees"
{{fundingStage}} fundingStage Signal reference "Series B"

Conditional logic (Liquid syntax)

Lemlist supports Liquid syntax for conditional content:

{% if companySize > 200 %}
At your scale, most teams run into [enterprise problem].
{% else %}
At your stage, the biggest challenge is usually [startup problem].
{% endif %}

Personalization rules:

  • Set fallback values for every variable. {{firstName | default: "there"}} prevents "Hi ," if the name is blank
  • Test variables with 3-5 leads before launching. Click "Preview" in Lemlist to see how each email renders for specific leads
  • Keep custom variables to 3-5 per campaign. More than 5 creates data management complexity and increases the chance of blank fields
  • The {{personalizationLine}} variable is the key Tier 2 personalization technique. Pre-populate it per lead (manually or via AI) for per-contact openers at scale

A/B Testing in Lemlist

Lemlist supports up to 4 email variants per step.

Setting up an A/B test

Step 1: Email
  → Variant A: Subject "{{signal}}" / Body: signal angle
  → Variant B: Subject "{{proofTopic}}" / Body: question angle
  → Split: 50/50
  → Measure: reply rate (primary), open rate (secondary)

What to test

Test Variable What you learn
Subject line test Same body, different subjects Which subject line pattern gets more opens
Opener test Same subject, different first line Which opener pattern gets more replies
CTA test Same everything, different ask Which ask converts better
Length test Same angle, different word counts (60 vs 90 words) Whether shorter or longer performs better for this ICP

A/B testing rules

  • Test one variable at a time. Different subject AND different body = you can't tell which change drove the result
  • Minimum 100 leads per variant. Below 100, the results aren't statistically meaningful. One extra reply swings the rate by 1%+
  • Run for the full campaign duration. Don't declare a winner after 2 days. Wait until all leads have received the email and had time to reply (7-10 days)
  • Use reply rate as the primary metric, not open rate. Open rate is inflated by Apple privacy. Reply rate tells you what actually resonated

Deliverability Settings

Lemlist deliverability features

Feature What it does How to configure
Lemwarm Automated warmup network Enable in Lemwarm tab. Set to "Smart"
Custom tracking domain Replaces shared tracking with your domain Settings → Custom tracking domain
Sending limits Controls daily volume per inbox Settings → Email Providers → Limits
Delay between emails Prevents burst sending Set 60-180 seconds between sends
Bounce detection Auto-pauses campaign if bounce rate spikes Automatic. Check campaign health dashboard
Unsubscribe link Adds opt-out link to emails Settings → Unsubscribe. Configure placement
Email quality score Pre-send check on email content Shows in email editor. Score before sending

Deliverability rules

  • Run Lemwarm before and during campaigns. Not just during the warmup phase. Permanent Lemwarm keeps deliverability healthy alongside cold volume
  • Set custom tracking domain. Shared tracking domains are the #1 deliverability risk in any sequencing tool. Custom domain is 10 minutes of DNS setup for permanent improvement
  • Don't disable the delay between emails. Sending 50 emails in 2 minutes looks like a bot. 50 emails spread over 50-90 minutes looks like a human. Keep the delay at 60+ seconds
  • Include an unsubscribe link. Required by CAN-SPAM and GDPR. Lemlist can add it as a small text link at the bottom. It slightly reduces deliverability risk by making opt-out easy

CRM Integration

HubSpot integration

Lemlist → Settings → Integrations → HubSpot
  → Connect HubSpot account
  → Configure sync:
    - Sync new leads to HubSpot as contacts
    - Sync email activities (sent, opened, clicked, replied)
    - Sync lead status changes

Salesforce integration

Lemlist → Settings → Integrations → Salesforce
  → Connect Salesforce account
  → Map Lemlist fields to Salesforce fields
  → Configure activity logging

Integration rules

  • Sync activities to CRM. Every email sent, opened, clicked, and replied to should appear on the contact's CRM timeline. Without this, CRM records are incomplete
  • Map Lemlist "Interested" status to CRM lead status. When a lead replies positively and you mark them "Interested" in Lemlist, this should update HubSpot/Salesforce lead status
  • Don't create duplicate contacts. Configure the integration to match on email. If the contact already exists in CRM, update the record. Don't create a new one
  • Tag the campaign in CRM. Set a "Campaign" or "Sequence" property on synced contacts so you can attribute pipeline to specific Lemlist campaigns

Campaign Management

Pre-launch checklist

  • [ ] Email provider connected and authorized
  • [ ] Lemwarm enabled and running (at least 2 weeks before first cold send)
  • [ ] Custom tracking domain configured
  • [ ] Sending limits set (matching warmup status)
  • [ ] Sending window: Mon-Fri, 8am-6pm
  • [ ] Delay between emails: 60-180 seconds
  • [ ] Campaign named descriptively: "[Persona] - [Angle] - [Date]"
  • [ ] Leads imported with custom variables populated
  • [ ] Leads email-verified before import
  • [ ] Customer and competitor emails excluded
  • [ ] Email templates follow cold-outbound-email-writing rules
  • [ ] Variables tested with preview on 3-5 leads
  • [ ] Fallback values set for all variables
  • [ ] Unsubscribe link configured
  • [ ] CRM integration active and sync tested
  • [ ] A/B test set up (if testing)
  • [ ] Campaign set to "Paused" for final review before launching

Ongoing management

Activity Frequency What to check
Check campaign dashboard Daily (first week), then 2-3x/week Reply rate, bounce rate, open rate per step
Handle replies Within 2 hours of reply Positive: follow up. Negative: mark not interested. OOO: note return date
Monitor Lemwarm Weekly Inbox placement score should be > 90%
Check bounce rate Per campaign Must stay < 3%. If higher, pause and investigate
Review A/B test results After 100+ sends per variant Declare winner. Pause losing variant
Refresh leads When campaign runs out of leads Import next batch. Verify emails. Populate variables

Measurement

Metric Where to find Target
Open rate Campaign → Analytics → per step > 40% (directional, inflated by Apple)
Reply rate (per step) Campaign → Analytics → per step Step 1: > 4%. Step 2: > 5%. Step 3: > 3%
Reply rate (campaign total) Campaign → Analytics → overview > 8%
Bounce rate Campaign → Analytics → overview < 3%
Interested rate Campaign → Leads → filter by "Interested" status > 4% of total leads
Unsubscribe rate Campaign → Analytics < 0.3%
A/B test winner Campaign → A/B test results The variant with higher reply rate after 100+ sends
Lemwarm inbox placement Lemwarm dashboard > 90%

Anti-Pattern Check

  • Lemwarm disabled. Lemlist's biggest advantage is built-in warmup. Disabling it and sending cold email from an unwarmed inbox guarantees spam folder placement. Enable Lemwarm on Day 1. Keep it running permanently
  • No custom tracking domain. Shared tracking domains are a deliverability risk. 10 minutes of DNS setup permanently improves inbox placement. Do it before sending the first campaign
  • Variables with no fallback values. {{firstName}} is blank for 5% of leads. The email reads "Hi , I saw..." Set fallbacks: {{firstName | default: "there"}}
  • Launching without previewing. Lemlist's preview feature shows how each email renders for specific leads. Not using it = discovering broken variables on 200 live emails
  • 200 leads imported on Day 1 with no warmup. A brand-new inbox sending 200 emails on Day 1 goes straight to spam. Warmup for 2-4 weeks first. Then import and send at warmed limits
  • Same subject line for all 3 steps. Each step should have a different subject line reflecting a different angle. Same subject = same email in the prospect's mind. See cold-email-subject-lines skill
  • Not marking leads as "Interested" or "Not Interested." Lemlist's lead status tracking only works if reps update it. "Interested" leads should be synced to CRM. "Not Interested" should be excluded from future campaigns. Update after every reply
  • Running 10 campaigns simultaneously from one inbox. Each campaign adds to the daily send volume. 10 campaigns x 20 leads each = 200 emails/day from one inbox. This exceeds safe sending limits. Cap total volume across all campaigns at 50-60/day per inbox
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