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Revenue Grid Sequences

3 min read - updated few hours ago

Create a sequence

Navigate to Sequences tab using the left-hand side menu.

Click the Create sequence button to start building your sequence.

There is an extended A-Z instruction on how to create and to launch a sequence here.

Manage a sequence

Navigate to Sequences tab using the left-hand side menu.

Start a sequence

Use the toggle to activate or deactivate a sequence. There is also a toggle to turn on or to turn off a sequence on the top bar of each sequence.

Add or remove tags

Add custom tags to your sequences for easier classification.

Clone a sequence

Cloning sequences helps when you need to mirror sequences’ settings.

Archive a sequence

Archive sequences to keep the list of sequences tidy.

Delete a sequence

Delete option is available only for sequences which haven’t executed a single step.

Other settings

Go to the Sequence settings tab for more settings.

Sort your Sequences

And now you can sort sequences by name, creation date or reply rate. That will drastically decrease time you spend going through a long list of Sequences.

Search a sequence

Navigate to Sequences tab using the left-hand side menu.

Use Search field to find a sequence by name.
Or-else Filter field to narrow down the selection by stage, tag, and owner.

Choose “Private” in the Filter by field to see all private sequence.

Special labels

You may see special labels on the Sequences tab. What are they and what do they mean?

• "DON'T UPDATE STATUS" label means that statuses of recipients will not be updated in Salesforce based on progress of a sequence. Controlled via the checkbox in sequence settings.

• "DON'T PAUSE" label means once a recipient replies to any of steps, a sequence will not be paused for him/her and the following step will be executed accordingly. Controlled via the checkbox in sequence settings.

• "DUE DATE" label shows when a sequence will cold stop. Controlled via the checkbox in sequence settings.

• "SFDC CAMPAIGN" label means that this Sequence gets its recipients from SFDC campaign.

Find the most successful Sequences

Navigate to Sequences tab using the left-hand side menu.

In order to identify which sequences have been the most successful, sort the list by Click, Success, or Reply rates.

Prospects in progress

Number of recipients who are actively being reached out by the corresponding sequence.

Download statistics

Use the button in the right-hand upper area to download statistics of all sequences that appear on the screen.

Column selector

Select what data you want to see via the column selector.

Average performance of sequences

Sequence stage vs Person status

Every recipient in Revenue Grid has his/her Person Status, which gets updated based on his/her Sequence stage. Sequence stage in its turn is based on interactions and progress within the sequences enrolled into.

First, when added to a sequence, a prospect falls onto “Not contacted” sequence stage regardless of his/her Person Status.

Some of the sequence stage changes trigger Revenue Grid Signals and automatic creation/update Salesforce records.

When creating a Sequence, if you do not want prospect’s status to get updated automatically, clear the Do not map sequence stage change on Person status checkbox in settings. That is useful, for example, if you run a secondary nurturing Sequence.

Favorite sequences

Revenue Grid users can mark frequently used Sequences as Favorite on the Sequences tab, to quickly access and manage or reuse them. To mark a Sequence as favorite, click the star icon in the corresponding column of the Sequences list.

Favorite Sequences will always be brought up to the top of the Sequences list, and in addition all RG to-dos/notifications related to them will be similarly prioritized on the Action Center, brought to the top of the list and marked with star icons. Multiple favorite Sequences are sorted according to their creation date, older Sequences ascending to the top. The same sorting pattern is applied to RG Planner to-dos/notifications related to favorite Sequences.

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