Overview tab of a Sequence

1 min read - updated few hours ago

This tab is mainly for building/editing a series of outreaches called Steps in Revenue Grid. Step is a scheduled action to reach out a prospect. There is no limit how many Steps can a Sequence consist of. Once a Sequence is activated, added prospects (recipients) will start getting reached out starting from Step 1 in ascending order.

In the current version of Revenue Grid, there are 5 types of Steps you can add to a Sequence:

Add a step

Click to start adding a step to a sequence.

Refer to the comprehensive step-by-step instructions on how to add a step.

Clone, view to edit, and delete a step

Use More option menu on the right-hand side of a step to clone, view to edit, or delete it.

⚠️ Delete option is disabled if at least one recipient has ever been scheduled for the step.

A/B testing

A/B test different approaches and compare results. Create another up to 3 versions of a step, and recipients will be randomly distributed among the versions.

Subject of the both versions stay the same.

For the integrity of Statistics, you cannot delete a version if at least one recipient has received it. Same applies to Steps in general as well. Pause it once you don't need it.

Click on the stat numbers to view the exact recipients who fell into the category. For example, to see who replied to the step, click on the Replied and you'll be redirected to Recipients sub-tab that will be filtered down to selected prospects.

Quick stat of a Sequence

Stat of your sequence: Replied percentage; Total number of steps; Total number of days within which these steps are planned to get done from the first step to the last one; Percentage of steps which are automated and will be sent out without your intervention.

Automatic vs Manual type of a step

How does each of these types work?

Automatic steps get send out right on its schedule without user's manual review. It can be an Email or SMS type of a step. How do you make it automatic? Unselect the "Review and personalize this step" checkbox.

Whereas manual type of a step generates a separate To-do item per each recipient. To-do items appear in the Action Center.


Use with caution! Say you have 1000 recipients in a sequence and select the "Review and personalize this step" checkbox, then you will get 1000 To-do items every single one of which you will need to review and send out manually.

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