Notifications tab of Engagement Planner
2 min read - updated few hours ago
Types of notifications:¶
You can receive standalone emails from contacts who are currently active in at least one of your sequences. Those emails will appear on Notifications tab and you may Reply or Dismiss them.
If you choose to Reply, then type a response in the opened editor and send it, otherwise Discard.
You may add/edit CC recipients, choose a reply from a premade template, create a sophisticated message using handy toolbar which has options like:
- Inserting links by using button on the bar. Remember that you are able to track if a recipient clicks on your links or not, very valuable insight.
- Pasting an inline image from clipboard or add it using button on the bar. You may include an image from your local computer or from the Web by pasting in a link.
- Adding an attachment to your message using button on the bar. These are file types which you can attach: pdf, doc, docx, xls, xlsx, ppt, pptx, csv, txt, rtf, ods, odt, html, zip, 7z, rar, mp3, mp4, wma, mpg, flv, avi, jpg, jpeg, png, gif, epub, fb2
Another type of an item on Notifications tab is Auto-reply. Say your recipient is on a vacation and has turned on Automatic Reply feature. Revenue Grid places such responses here for you to process them manually. Options to process such response are, Reschedule a step to which auto-reply has been received with Pen icon, or simply Continue the sequence
This happens when an email address you have on file doesn’t receive incoming emails. That may happen due to a typo when creating a contact in Salesforce, or email you are trying to reach doesn’t exist anymore. A Lead/Contact’s stage within the sequence and person status gets marked as Bounced in Revenue Grid. You may finish a Sequence for him/her, then change email address and enroll the recipient into a sequence afresh. Click Dismiss to remove the notification from the Engagement Planner
Meeting invite response - appears when a recipient sends you a meeting invite from his/her Exchange or Gmail email clients, or responses to your meeting invitation sent from your email or through Revenue Inbox Book Me functionality. Following that, all sequences a recipient is enrolled into get paused for the recipient until resumed manually
Bulk Dismiss Notifications with one click¶
Got too many notifications? Use Dismiss button in the top right-hand corner of the tab to dismiss all or only those which are filtered.
Was this article helpful?
We would love to hear from you