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Working with RevenueGrid Sequences

Creating and running efficient automated Drip campaign Sequences is one of premium features offered by RevenueGrid; it is used used for reaching and nurturing Leads or collecting product, service, or marketing feedback.

 

To create a sequence

Tip

Make sure to create an email sending Schedule prior to creating a Sequence.

1. Open the Sequences pane

2. On the pane, click the button ⊕ Create sequence (the button is also available on the Planner pane)

 

3. The Create sequence dialog window will appear:

 

Fill in the the dialog’s fields:

  • Type a Name you want to assign to the sequence, to be used for referencing the sequence;
  • Define Sharing (whether other RG users in your company shall view/use the sequence in their campaigns);
  • Select a pre-set Schedule to be applied in the Sequence: on what days of the week and within what time range the Sequence’s emails should be dispatched

4. Click Create

A blank Sequence will appear in your Sequences pane.

>>> Click to see a screenshot of a sample RG Sequence <<<

 

Note

When a prospect’s response to a Sequence step email is received, the Sequence is automatically paused for this prospect, until an RG user replies to the response, finishing the Sequence or switching to another Sequence.

 

Actions on existing Sequences

The list of existing Sequences is displayed on the Sequences pane. Besides the names of the sequences, on this list you can see their statuses (active/paused/stopped), results (total leads, contacted leads, % response rate), and Sequence Owner’s name.

Tip

You can also view, clone, and use Sequences created by other RG users in your Org, which have corresponding Sharing permissions.

>>> Click to see a screenshot <<<

On this pane you can

  • Run/Stop a Sequence using the switch control located next to its name. A newly created Sequence is paused by default.
  • Summon sequence actions picklist by clicking the ellipsis icon located next to the Owner’s name on the right-hand side.

 

Clone sequence

Action is used to create an exact copy of a specific sequence, for example to be used as a base for another similar sequence.

 

Archive

An archived Sequence will not be displayed on the Sequences list, but it still can be recovered by configuring the view filter on the Sequences pane to display archived Sequences.

 

Test sequence

See below.

 

Delete

Completely removes a Sequence from RevenueGrid. Note that a deleted Sequence can not be recovered later.

 

Managing and editing Sequences

To manage or edit a specific Sequence, open it by clicking on its name on the Sequences list.

Tip

Make use of the Search field on top of the Sequences list to find a specific sequence by its name; additionally, you may need to apply a relevant Sequences filter using the Filter by field, for example to focus on the Sequences you created

 

Next, you can manage created Sequences as follows:

 

Adding steps to a Sequence

To add a Step to a Sequence:
1. Open the Sequence and click Add step

>>> Click to see a screenshot <<<

 

2. Select Step type

Note

Direct SMS sending service and web calling features are planned to be added in future RevenueGrid updates and presently these steps only create corresponding Signals (To-dos) for RG users.

  • an Email to be sent (automatic or customized)
  • a Phone call to make
  • an SMS to dispatch
  • or Misc. (Other), a miscellaneous communication step: e.g. LinkedIn message, target forum or Facebook post, community invite, etc.
>>> Click to see a screenshot <<<

 

3. Set the wait interval

If a step you are creating is not the first in a Sequence, you will also be prompted to define the time frame between performing the Steps (which is also regulated by the Limits RG setting):

>>> Click to see a screenshot <<<

 

Set the Minimal time interval to wait between previous step and this step, which should pass if there was no response from the prospect. Similarly to the Limits setting (see the link above), this interval is required to keep your campaign emails (or other communication steps) non-obtrusive; the prospects must be provided sufficient time to read, consider, and react to a campaign’s step. This interval overrides the schedule set for the Sequence.

You can also set an interval consisting of days only, hours only, or a mix of days and hours: enter the needed number in the Days input box and select the amount of Hours from the picklist (values range from 1 to 12); mixed intervals combining days and hours are also possible.

 

Then click Next to proceed.

 

4.
     4.a. if you selected Email on Step 2, you will see the New automatic email dialog. Refer to this article to learn how to create and manage automated emails

or

    4.b. if you selected Phone call, SMS, or Misc. (“Other”) on Step 2, you will see a corresponding dialog (see below). Presently, by populating this dialog you will create a Signal (To-do reminder) in RevenueGrid, completing which will be registered as finishing the step.

 

Adding prospects to a Sequence

To add prospects (leads and contacts addresses) to a Sequence directly from Salesforce or from previous communication in RG:

1. Open the People tab in the upper left corner of the Sequences pane

>>> Click to see a screenshot <<<

 

2. Click the button Add people

>>> Click to see a screenshot <<<

 

3. Choose the source from which you want to import leads/contacts:

>>> Click to see a screenshot <<<

  • Auto-import from Salesforce: bulk import of contacts data based on preconfigured Salesforce views
  • Import people from Salesforce: selective import of contacts data from Salesforce
  • Import existing people: selective import of contacts data previously used in RevenueGrid

Tip

When creating a Sequence, if you want to prevent updating contacted Person’s engagement status when a Sequence proceeds to its next stage, enable the “Update Person stats on Sequence Stage Change” setting.

 

Adjust Sequence Settings

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

>>> Click to see a screenshot <<<

 

Sequence parameters which you can can do in this tab:

  • Change the Sequence’s Name
  • Change the Sequence’s Sharing permissions:
    Private to owner: the Sequence will not be displayed to regular RG users in your team. At that, an Admin user can view it
    Other can only see it [the default selection]: other RG users in your team can view the Sequence and its parameters/engaged contacts (e.g. to check that no similar Sequence will be initiated by another user), but cannot change or add anything. At that, other RG users can clone it, to use the Sequence themselves
    Other can see and use it: other RG users in your team can view the Sequence and add it to their Sequences
  • Select an automated emails delivery schedule pre-set in RevenueGrid Settings
  • Set the Default time zone to be applied for performing the Sequence’s steps if no time zone data is specified in a prospect’s Salesforce record

 

How to test a created sequence

To test a campaign sequence, open it by clicking on its name, then click the ellipsis icon located next to the Add step button and select Test sequence.

This way you will execute the Sequence in test mode, sending the sequence’s emails to your email address.

>>> Click to see a screenshot <<<

 

Terminating a Sequence for a specific prospect

In case a prospect replies to a Sequence email asking to unsubscribe his/her email address from the campaign, you need to click the button Opt out for this prospect in the response’s window in RG Sequence widget.

>>> Click to see a screenshot <<<

 

Alternatively, to exclude a prospect from the current Sequence but retain his/her record for possible other campaigns, set the status to Not interested in RG Sequence widget.