RevenueGrid Sequences: Introduction¶
[This article is work in progress]
An essential communication automation feature offered by RevenueGrid is managing campaign Sequences in efficient conjunction with registering all activities and status changes in Salesforce.
RG Sequence is a series of communication steps (actions) performed by a RevenueGrid end user to engage and nurture Leads and Contacts retrieved from your Salesforce, delivering campaign information and collecting their responses via different channels. The steps follow a specific flow set by RG users; both inbound and outbound email communication within a Sequence is automatically registered in Salesforce.
Several consequential Sequences can be used in communication with the same group of prospects. For example, after an initial engagement Sequence is successful with a prospect, you can switch this prospect to a different Sequence for further nurturing.
Another relevant email Sequences application, product or service sales can be followed up by use satisfaction and other kinds of surveys or product update notifications via secondary RG Sequences.
The Sequences pane includes four tabs:
- Overview tab, used to manage Sequence steps
- People tab, used to manage the list of Leads/Contacts to be reached via the Sequence
- Analytics tab, includes graphs visualizing Sequence steps statistics
- Settings tab, used to define the Sequence’s specific settings
All Sequences follow a specific lifecycle, which is reflected in Sequence stages (statuses). Some of the stage changes trigger auto-creation of corresponding RevenueGrid Signals (To-dos) and automatic creation/updating of Salesforce records. Refer to this article for detailed information on Sequence stages.
When creating a Sequence, if you want to prevent updating contacted Person’s engagement status when the Sequence proceeds to its next stage, enable the “Update Person stats on Sequence Stage Change” setting.