Revenue Engage Sequence Stages¶
Every prospect who is enrolled into a sequence, falls onto a certain stage associated with his/her lifecycle progress within the sequence. Once added to a sequence, initially a prospect is on “Not started” stage. Some sequence stage updates are automatic, others are initiated by RE users based on prospects’ replies.
Stages of sequences¶
Not started - a prospect has been added to a sequence, but the sequence is not active or no step has been scheduled by the system yet.
Started - the first step of a sequence has been planned and scheduled by the system, but hasn’t been executed yet.
Approaching - at least one step has been executed already, expecting more steps to execute.
Success - when on this stage, a prospect will not be reached out by sequence steps anymore. It means that negotiation with the prospect is taking place outside of Revenue Engage. A prospect gets to this stage when a RE user marks his/her Person Status so by choosing “Finished: Success” manually through Engagement planner’s Replies tab, or on the Sequences’ Recipients tab or via Sequence widget.
Not interested - a prospect gets to this stage when a RE user marks his/her Person Status so by choosing “Finished: Not interested” manually through Engagement planner’s Replies tab, or on the Sequences’ Recipients tab or via Sequence widget.
Opted out - when a prospect is on this stage, it means either he/she has unsubscribed through the unsubscribe link or RE user marked his/her Person Status so on Engagement planner’s Replies tab, or on the Sequences’ Recipients tab, or on the profile page, or via Sequence widget.
Bounced - this stage is auto-assigns when Undelivered Mail Returned to sender type of an email is received in response to your email type of a step. Or else you can assign a prospect to Bounced Person Status via Sequence widget and in its turn this stage will be assigned automatically.
Unresponsive - this stage is auto-assigned when there has been no response from a prospect to an email type of a step for 1 week.
Corresponding Person Status¶
This table represents corresponding Person Status per each Sequence Stage available in Revenue Engage.
|Sequence Stage||⇄||Person Status|
|Not started||↔||Not contacted||Started||↔||Just added|
|Not interested||↔||Not interested|