Settings of Sequences

Use the Settings tab to set up a Sequence’s specific parameters.

>>> Click to see a screenshot <<<

General

  • 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 company. Though Admin users still can see it
    • Other can only see it: other RG users in your company can view the Sequence and its parameters, recipients (e.g. to check that no similar Sequence is initiated by another user), but cannot change or add anything. Also other RG users can clone it, to use the Sequence themselves
    • Other can see and use it: other RG users in your company can view the Sequence and add recipients to it
  • Select an automated emails delivery schedule pre-set in Revenue Grid Settings

Sending

  • 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 Emails 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 company-wide setting applied to all sequences by default, which is being set in ⚙️ Settings → Ownership tab and it’s enabled only for Admins

Details

  • Don’t update person status on sequence stage change updates prospect’s status once Sequence stage changes
  • Don’t pause sequence upon response from the prospect checkbox controls whether a Sequence pauses for a recipient when one replies. Becomes available if a prior checkbox is selected. Normally, when a Sequence sends an email and a recipient replies to it, then the Sequence won’t proceed to the next Step for that recipient until you process his/her reply manually on the Engagement Planner
  • 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 Planner

Unsubscribe configuration

  • 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.

Auto responses and OOTO processing rule

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

Automatically updated views

  • Automatically updated views is a list of Salesforce views which you used to import recipients to a Sequence. When new contacts/leads get added to the views in Salesforce, Revenue Grid will pull them into the Sequence automatically and outreaches will start starting from Step 1 according to Sequence’s schedule.