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RevenueGrid Planner Pane Explained

[The article is work in progress]

The Engagement Planner pane (formerly Engagement grid or Inbox) is the primary window for RG users’ reference, where you can monitor and manage the outcomes of the Sequences you initiated. Every communication step is logged in coherent chronological order as a node in the Sequence flow visualization.

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  User actions available on this pane:

>>> Click to see a screenshot <<<

 

Your inbound RG emails are categorized between the following folders:

  • Total - the folder displays the overall statistics about your Sequence emails: .
  • Sequence replies - the prospects’ email replies to your sequence steps. Note that automatic replies and email delivery failure notifications will also end up in this category.
  • Notifications - messages which do not require special RG user actions. Note that any further correspondence with a prospect after the automated sequence has been completed for him/her will also end up in this category.
  • To-Dos (Tasks) - messages which require an RG user action to proceed.

 

After you receive a prospect’s response to an automated Sequence via Engagement Planner, you can update the Sequence’s stage via the following controls:

>>> Click to see a screenshot <<<

  • Finished, engaged in conversation. Automated engagement Sequence successful, further personalized communication can follow outside of the sequence. The prospect’s status will be auto-updated correspondingly.
  • Finished, not interested. Prospect replied that he/she is not interested in the campaign; potentially, he/she can be engaged in another campaign. The prospect’s status will be auto-updated correspondingly.
  • Reply and continue the sequence. Further automated communication is required to engage the prospect, so the Sequence should proceed. For example, in case the prospect responded that he/she would have time to look into the matter within some weeks, and the next Sequence step would serve as a reminder.

 

Bounced Leads/Contacts

If a Sequence email sent to a Lead/Contact gets bounced for any reason, thus indicating that the used email address used is not valid for reaching the prospect, the bounce (delivery failure) email goes to the Notifications folder, to be processed by an RG user (the Sequence flow gets paused): the Lead/Contact can be marked as Bounced in Salesforce by ending the Sequence for him/her. Or, alternatively, a valid email address can be found through other channels in order to replace the invalid one and start the Sequence afresh.

 

Out of Office Leads/Contacts

If an Out of Office (Vacation) auto-reply is received in response to a Sequence email, it also goes to the Notifications folder, to be be processed by an RG user (the Sequence flow gets paused).
In this case you can create a To-do reminder to get back to this prospect later, when his/her vacation, sick leave, or parental leave is due.
Alternatively, you could create a Lead based on the prospect’s colleague’s email address and initiate a campaign Sequence for him/her instead.

 

Summary table: User actions in Planner

Item type / folder Planner item User Actions User Action Result Details
EMAILS
Task (To-Do) Personalized email / auto returned to Planner Send: When (selection picklist) Schedule sending of the current email Possible values:
As planned
Now
Reschedule “Change sending time” dialog opens Edit icon next to the planned sending time field
Sequence replies Reply from a prospect Reply and Finish the Sequence Editor with Send and Finish: When selection is opened
Send and Finish: Status (selection picklist) Schedule sending of the response, send the response
Finish: Status (selection picklist) Remove item from Planner, finish the Sequence Possible values: all finishing statuses.
Default value: Finish: Not Interested
Notification A standalone email Dismiss Remove item from Planner
Reply Remove item from Planner, send your response Opens after Reply is clicked
Notification Autoreply Reschedule next step Remove item from Planner, Reschedule next step in the sequence Edit icon next to the planned sending time field
Continue Sequence Remove item from Planner, proceed to next step in the sequence
Notification Undeliverable Dismiss Remove item from Planner, proceed to next step in sequence
To-do Phone call Reschedule Reschedule date/time of the to-do
Log a call - prospect replied Finish sequence dialog
Log a call - prospect didn’t reply Remove item from Planner, proceed to next step in sequence
To-do SMS message Reschedule Reschedule date/time of the to-do
Log SMS Remove item from Planner, proceed to next step in sequence
To-do Other Reschedule Reschedule date/time of the to-do
To-do Error with sending Dismiss No action