Boomerang Sequence Setup Guide

We're excited to help you understand how to set up Sequences using Boomerang fields and conditions.

If you are using an external sequencing tool, these are the custom fields (Contact) that you need to sync between your CRM and tool to ensure smooth automation and efficient outreach.

To set up sequences correctly, ensure your CRM syncs the following custom fields with the external sequencing platform:

Ensure all the above-mentioned custom fields are synced to your sequencing tool for proper automation.

Once you share a sample sequence, the Boomerang team will send you a recommended sequence to use for outreach.

Set up the sequence so that it only includes the right contacts while excluding irrelevant ones.

Once the trigger conditions are met, the system should automatically:

✅ Add the contact to the sequence

✅ Start outreach based on the recommended messaging

✅ Ensure contacts progress through the sequence based on engagement

Hi {{first_name}}, this is {{seller_name}} from {{your_company}}. Looking forward to connecting here!

Subject: Question re: {{! Past Company}}

Hi {{first_name}}, congratulations on your move from {{past_company}} to {{current_company}}!

We miss working with you at {{past_company}}, but I’m sure {{current_company}} is beyond stoked to have you on their team—congratulations on the move!

My colleague suggested I get in touch with you to explore if we could help you replicate some of the successes that {{past_company}} is seeing at {{current_company}}—looking at your LinkedIn, we already have a few ideas.

Worth a chat?

Thanks,

{{sender.first_name}}

Hi {{first_name}}, congratulations on your move from {{past_company}} to {{current_company}}—I hope you’re settling in well!

Looks like you crossed paths with {{your_company}} back at {{past_company}}—they were evaluating {{your_company}} to {{! Insert Value Prop}}, but it didn’t work out.

A lot has changed on our end since then (and yours even more), but I had a look at {{current_company}}’s LinkedIn and had a few ideas on how we might be able to help.

Any interest in picking up the conversation?

Speak soon,

{{sender.first_name}}

Subject: RE: Question re: {{! Past Company}}

Hi {{first_name}}, am I wrong in thinking you were exposed to {{your_company}} back at {{past_company}}?

A quick refresher—we help {{! Insert Value Prop}}.

If you're open to it, I’d love to hear about your experience with the tool and whether you think we’re a good fit with your current goals?

Speak soon,

{{sender.first_name}}

Hi {{first_name}}, am I wrong in thinking you crossed paths with {{your_company}} back when {{past_company}} was evaluating us?

A quick refresher—we help {{! Insert Value Prop}}.

The stars may not have aligned then, but curious if you’d be willing to share your thoughts/feedback from then?

Speak soon,

{{sender.first_name}}

PS: {{! Insert personalized comment or delete}}

Subject: RE: Question re: {{! Past Company}}

Thoughts on whether you could see this adding value to your new role, {{first_name}}? Would it be worth connecting with anyone on the team?

Appreciate your help,

{{sender.first_name}}

Subject: Bring {{! Past Company}} into {{! Current Company}}

Hi {{first_name}},

Looking at {{current_company}}’s LinkedIn, it seems that {{! Industry Focus}} is a key focus at {{current_company}}!

The question is, how are you leveraging {{! Insert relevant business need}} to optimize {{! Insert key objective}}?

Open to a short conversation on how we can support {{current_company}}?

Best,

{{sender.first_name}}