Settings of Sequences

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

  • In the Email are being sent on behalf of dropdown, you may choose from whose inbox a sequence will send out emails to its recipients. There are values Prospect’s owner and Sequence’s owner to choose from. If you choose Prospect’s owner, recipients will receive emails from whoever is listed as their owners in Salesforce, no matter who runs the sequence. If you choose Sequence’s owner, then the recipient will get an email from whoever runs a sequence. Note that there is a global setting applied to all sequences by default, which is being set in ⚙️ Settings → Ownership tab.

  • Update person status on sequence stage change updates prospect’s status once Sequence stage changes

  • Stop sequence at date hard stops a sequence on a certain date, at certain time

  • Create task on reply from same company pauses all upcoming outreaches to anybody from the same company, once a reply from at least one person from that company is received. Following up with a notification to review in the Engagement Grid Planner.

  • Sequence specific unsubscribe link configuration is text editor for you to customize unsubscribe link to match specific campaign needs. You may type and customize supplementary text using text editing Toolbar. In order actually to insert the unsubscribe link itself, please select a word and click Unsubscribe Link icon.

Set the rule for handling of Out of the Office (OOTO) and other automatic responses:

○ Place all autoreplies to Notifications for manual processing [default selection]; used if you prefer to process every autoreply manually, e.g. to reschedule a Sequence step

○ Ignore autoreplies and continue sequence; used if you want to proceed with the Sequence disregarding the autoreplies

○ Ignore autoreplies and add additional delay {Days} before next step; same with above but with automatic increase of the interval between steps by a set number of days