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 related application of email Sequences, 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 tab includes four subtabs:
- 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 do not want contacted prospect’s status to be updated automatically when the Sequence proceeds to its next stage, clear the “Update Person status on Sequence Stage Change” checkbox in its settings. That is useful, for example, if running a secondary nurturing email Sequence is required after a primary prospect engagement Sequence was successful.
RG users can mark frequently used Sequences as Favorite, to quickly access and manage or reuse them. To mark a Sequence as favorite, click the star icon in the corresponding column of the Sequences list.
Favorite Sequences will always be brought up to the top of the Sequences list, and in addition all RG to-dos/notifications related to them will be similarly prioritized in RevenueGrid Planner, brought to the top of the list and market with star icons. Multiple favorite Sequences are sorted according to their creation date, older Sequences ascending to the top. The same sorting pattern is applied to RG Planner to-dos/notifications related to favorite Sequences.