To-dos tab of the Engagement Planner¶
There are following types of To-do items which appear on the tab:
1. Review and Submit an email¶
This happens when you select “Review email before sending” while creating your email type of a Step. Your option are “Send as planned”, “Send now” or “Reschedule”.
2. Colleague’s Reply¶
This happens when you have more than one representative of a same company in a sequence (identified by domain name of recipients email), and one of them replies. There is a control in Setting of a Sequence for you to choose how you want to process replies from colleagues. You may Finish a Sequence for the contact with standard options: “Not Interested”, “Success” or “Opt out”. Alternatively you may Dismiss the fact that a colleague replied and then a Sequence will continue as planned.
3. Log a Call¶
When your sequence reaches a phone call type of a step, it appears here in To-dos for you to Log a call per each recipient of a sequence. Use text editor to log a conversation, and radio box to log status of the event. There are three statuses of a call may be logged: “Successful call”, “Voice mail” or “No Reply”. Alternatively, you may reschedule a step for the recipient by Pencil icon.
By clicking Log a call, you’ll be prompted to confirm the outcome of it in the poped-up dialog box.
Finish: Success will finish the sequence for the prospect and change Person status to Success.
Finish: Not interested will finish the sequence for the prospect and change Person status to Not interested.
Log and continue sequence will save the call to Salesforce and the prospect will proceed to the next scheduled step withing the sequence.
Logging calls in Salesforce
Once logged, the call will appear in Salesforce on the prospect’s record after the next Revenue Inbox Synchronization session. Subject of the call will be “Successful call”, “Voice mail” or “No Reply” depending on what you choose as status of the call above.
Additional actions on the to-do tab:
Skip - Skips current step and instead, executes the following step on current step’s schedule
Mute - Mutes this step and proceeds to the following step without changes in the following steps’ schedule
4. Send SMS¶
When your sequence reaches SMS type of a step, it also appears here in To-dos for you to log SMS or to reschedule a step using Pencil icon.
Skip - Skips current step and instead, executes the following step on current step's schedule
Mute - Mutes this step and proceeds to the following step without changes in the following steps' schedule
5. Merge Field issue¶
This happens when you merge a field which is not populated in Salesforce, so Revenue Engage cannot auto-insert it into your email. Edit your message by removing the merge field or populate that field in Salesforce manually. Until you resolve the issue, a sequence for this prospect will be on hold.
6. Owner Change¶
When a recipient’s owner changes in Salesforce, such item appears on the previous owner’s To-do tab. A sequence will be paused for the recipient, until the previous owner decides how to proceed. The previous owner may Finish a Sequence for the contact with standard options: “Not Interested”, “Success” or “Opt out”; or else, click Continue sequence button to proceed with the Sequence as planned.
An example of supplemental message on the Engagement Planner, with name of a new owner, and a link to Activity History
7. Error sending¶
This is very unusual and shouldn’t happen to you. Though if it does, contact us at [email protected]