Settings of a Sequence

3 min read - updated few hours ago

Use the Settings tab to set up a Sequence’s specific parameters.

General

Rename a sequence.

Select one of pre-set delivery schedule.

Change the Sequence's sharing permissions:

Private: The Sequence will be visible only to you.
Shared: Other RG users in your company can see(read-only) it and clone the sequence along with its parameters. Other users won't be able to add/remove recipients to your shared sequence.

Note

Admins always can view, select, edit and clone all sequences regardless of settings mentioned above




Sending

• Set the preferred time zone in which the steps to be executed for recipients who has no value in the time zone field in Salesforce.

• In the Emails are being sent on behalf of drop-down, you may choose from whose inbox a sequence will send out emails to the recipients.

Prospect's owner - the recipients will receive emails from whoever is listed as their owner in Salesforce, no matter who runs the sequence.

Sequence's owner - the recipient will get an email from whoever runs the sequence.




Details

Do not map sequence stage change on Person status to update a recipient's Person Status once Sequence Stage changes.

Don't pause sequence upon response from the prospect checkbox controls whether a Sequence pauses for the recipient when one replies. Becomes available if a prior checkbox is selected. Normally, when a Sequence sends an email and a recipient replies to it, then the Sequence won't proceed to the next step for that recipient until you process his/her reply manually on the Engagement Planner.

Pause sequence at date hard stops a sequence on a certain date, at certain time.

Pause sequence and create a To-Do item on reply from the same company checkbox pauses all upcoming outreaches to anyone from the same company once a reply from at least one person from that company is received.

Schedule newly added steps for the previously unresponsive recipients is used to start reaching out, with additionally added steps, to those of prospects who had been Unresponsive, and the prospects' status will go back to Approaching.




Unsubscribe configuration

Customize unsubscribe link to match specific campaign needs. Customize supplementary text using text editing toolbar. In order to insert the actual unsubscribe link, please select a word or a phrase and then click Unsubscribe Link icon.

Use merge fields in order to append the unsubscribe message to the end of your outreaches.




Auto responses and OOTO processing rule

Set the rule for handling of Out of the Office (OOTO) and other automatic responses:

• Place all auto-replies to Notifications for manual processing; used if you prefer to process every auto-reply manually, e.g. to reschedule a Sequence step

• Ignore auto-replies and continue sequence; used if you want to proceed with the Sequence disregarding the auto-replies

• Ignore auto-replies and add additional delay {Days} before next step; same with above but with automatic increase of the interval between steps by a set number of days




Automatically updated views

Salesforce views which you used to import recipients to the sequence. When new contacts/leads get added to the view in Salesforce, Revenue Grid will pull them into the Sequence seamlessly and outreaches to the newly added recipients will start from the first step according to Sequence's schedule.




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