Once you've created a sequence, you can modify the settings to ensure the process meets your needs.

  1. In the Outbound area, under Sales Accelerator, click Sequences. A list of your sequences appears.

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  1. Click the Sequence you want and then click Settings to edit.

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Learn how each of the options will impact your process.

Name: The name of the sequence. You can change this here or in the Overview tab.

Enabled: Switch the sequence on or off.

  • If set to Yes, it’s available for use.
  • If set to No, the sequence is not available for use. Contacts cannot be added. If any contacts are in the sequence when it’s switched to No, they will not progress to the next event.

This comes in handy when you’re away from work. You can temporarily disable the sequence and the resulting activities will not accumulate while you’re on vacation.

Owner: This is the owner of this sequence. The default is the person who created it but you can switch it to another user.

Show to all users: Set the sequence’s visibility by toggling Yes or No. When set to No, the default, only you can add contacts to this sequence. When set to Yes, other users can add contacts to this sequence.

Reply Action for Sequence Emails: Decide what happens when a contact replies to any email sent from this sequence. The two options are Finish Sequence or Continue to Next Step.

  • Finish Sequence: If the contact replies, they will not continue in the sequence. Often, this is because you take over manually at this point or move them to a different sequence as the lead warms.
  • Continue to Next Step: The contact will keep progressing through the sequence, even if they reply to an email. This can be useful if you want to continue sending them information or want to check in with the contact again.
Auto remove on bounce: Decide what happens when the contact’s email address bounces on any of the email steps in the sequence.
  • If set to Yes, the contact will not progress in the sequence and the Status Reason will be marked as “Bounced”.
  • If set to No, the contact will continue to progress through the sequence, which is helpful if they have a working phone number for a call later in the sequence.
Cancel if Non-Sequence Email Received: Decide what happens when a contact emails you, but not in reply to a sequence email.
  • If set to Yes, the contact will not progress in the sequence, and you will have to manually reply.
  • If set to No, their message to you doesn’t change their step in the sequence and they will progress.
Include opt-out: Decide if the emails will include an unsubscribe option.
  • If set to Yes, email recipients can opt out of future emails. When someone unsubscribes, it will show in the contact’s record. You can manually change this if the contact says that they would like to receive them again.
  • If set to No, emails will not include an unsubscribe link.
Delivery Schedule: Decide when emails can be sent. Choose from three options:
  • weekday business hours
  • 7-day business hours
  • 24 x 7
If you choose either of the first two options, any email activity created outside of business hours will be queued until the next available day and time. The time interval between that email step and the next step will not start until the email is sent. If you select 24 x 7, emails will send as soon as the step is reached, regardless of day or time.
 
    

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Keywords: email, opt out, enabled, owner, auto remove, delivery schedule