FAQ

How to Opt-out a recipient from a sequence's outreaches? There are a couple of ways to do that, on Sequences' Recipients tab or via the Sidebar Widget or on the recipient's profile page.


On Sequences' Recipients tab

1. Go to Sequence page→Sequence name→Recipients tab

2. Select a checkbox next to a recipient who you want to opt-out

3. Click the appeared icon on the right-hand side, and choose


Via the Sidebar Widget

1. Open the sidebar by clicking on the right-hand side on Engagement Planner or People pages.
Once opened, you'll see Sequence Widget on the bottom of the sidebad, where all sequences a recipient in engaged into will be listed

2. Click next to a sequence which you want to opt-out a recipient from
3. Choose from the menu


On the recipient's profile page - this opts out a prospect from all sequence he/she is engaged into.

1. Go to recipients profile by clicking on Name whereever it is clickable: On the Engagement planner page, Recipients tab on Sequence page, or People page

2. Click in the Overview area




How to insert a signature?
Add a signature using Merge Fields.

1. Put a cursor where you want a signature to appear in the text (whether when replying from the Engagment Planner or creating an email type of a step)

2. Type "{{"

3. In the appeared dropdown choose 'User signature' or 'User Alternative Signature'.


Preview the result

Merge field tag will be replaced with one of pre-made signatures saved in Settings→Signature tab.
1. Press in order to preview how your message will appear to recipients

2. Then choose a recipient whom you want to eyeball the end-view for


How to use Merge Fields?

1. Put a cursor where you want an auto-inserted value to appear in your message in a text editor

2. Then type "{{" so a dropdown with values appears

3. Choose a desired one by clicking on it or type the value




Alternative way...

1. Put a cursor where you want a value to appear

2. Insted of typing "{{", use icon on the toolbar of the text editor

3. Choose a desired one by clicking on it





Preview the result

Merge field tag will be replaced with one of pre-made signatures saved in Settings→Signature tab.

1. On the toolbar of the text editor, press icon in order to preview how your message will appear to recipients

2. Then choose a recipient whom you want to eyeball the end-view for





Additional info

While previewing, merged values will be highlighted: Yellow indicates that relevant data was retrieved successfully; Red indicates that relevant data is not populated in Salesforce for this prospect.


When it's red, meaning not able to fill the value, the automated email will not be sent out and the sequence for this prospect will be paused. In order to let you know about the issue, RG will notify you on Enggement Planner's To-Do tab so you resolve the issue either by editing body of your message manually (e.g. removing the merge field tag) or by populating the value in Salesforce so RG can pick it up.


Commonly used merge fields are: Lead/Contact name, company name, RG Sequence owner name as well as your email signature and unsubscribe link.

How to pause a Sequence for a specific prospect?

1. Go to People page

2. Search the name of a prospect who you want to stop a Sequence for

3. Select the checkbox next to the found prospect





4. Press 'More' icon in the right-hand side corner and click "Pause current sequence for selected People"






How to add a prospect to a Sequence?

There are a couple of ways to do that, on Sequences' Recipients tab or via the Sidebar Widget.


On Sequences' Recipients tab, to which you get from Sequences→Click on a sequence you want to add a recipient to→Recipients tab


1. Click 'Add recipients' button in the upper right-hand corner


2. Then follow the appeared dialogbox; choose where do you want to add recipients from.

You may add:

• all contacts from a certain Salesforce view
• handpicked contacts from a certain Salesforce view
• prospects who have been imported to Revenue Grid earlier

Follow the dialog box, select views or Contacts/Leads and click


Via the Sidebar Widget, which you open by clicking on the right-hand side on Engagement Planner or People pages. Once opened, you'll see Sequence Widget on the bottom of the sidebad. Click in order to choose an existing Sequence from the opened dialog box and click