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, as well as for activating your Sequences.

Activate Sequence toggle.

Add a new Step to your sequence. Click here for more information.

Step - 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 4 types of Steps you can add to a Sequence:
1. Email
2. Phone Call
3. SMS
4. Misc.

Global setting for the whole sequence: Stop a sequence (this cannot be undone); Clone a sequence; Archive a sequence; Test a sequence (will ask you to choose one recipient and will send all steps of this sequence addressed to that recipient to your email); and delete 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.

The main area with listed Steps. You may see that every type of a step has own icon, following with label describing its type (e.g. Automatic new email thread), and on what day this step is planned (counting from the first Step which is always day 1). Then you have percentage of how many recipients replied per each step. Also in this area you see how many Recipients are on that particular step. Keep in mind that Steps in this area are drag-and-droppable for you to reorder them easily if required.

Clone, edit, and delete a step

Use ellipse menu on the right-hand side of the area allows you to: Clone a step; Edit it, which opens editor, and delete a step.

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

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 on the Engagement Planner.

⚠️⚠️⚠️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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