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Settings of a Sequence

3 min read - updated few hours ago

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


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 will able to add/remove recipients in your shared sequence and send the sequence's emails on your behalf only if you have configured the delegation in Revenue Grid.


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


• 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 Send 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.

• Email address to be used for sending the emails to prospects. You can custom map another email address for your outreaches. It doesn't have to be primary work email only. In the current version, to custom map another email you have to contact us. We would love to help.

• Phone number to be used for SMS types of steps of the sequence being created.


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 switch button controls whether a Sequence pauses for the recipient when one replies. Becomes available if a prior switch button is enabled. 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 Action Center.

Start sequence on the date starts a sequence on a certain date, at certain time.

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


Alternatively, you can set the start and pause dates by clicking on the three dots icon on the necessary sequence in the list of Sequences and selecting "Set sequence dates".

Pause sequence and create a To-Do item on reply from the same company switch button 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.

Sequence Notes

Leave notes for future references.

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