This feature will allow you to set up automated email sequences, personalize emails, track the effectiveness of the sequence and follow up with prospects based on their behavior.
In this guide, we will talk about
1. Who can access Sales Sequences?
Users with 'View Sales Sequences' permissions enabled on their roles can access Sales Sequences. However, to create a sequence, the user should have 'Create Sales Sequences' permission enabled.
Recommended: Users should connect their emails to send emails using their custom SMTP for better deliverability.
2. What are the limits and scope?
Email limits specific to sales sequence emails are given below -
Sales sequences have user scope. This means users will be able to view and edit only their sequences.
3. Type of sales sequence
There are two types of sequence -
4. Overall flow of Sales Sequence
5. Execution of sales sequence
6. Import your sequence audience
You can either filter the contacts or accounts already present in the or import your audience list before creating a sequence. Refer to our solution articles to import contacts and accounts
Recommended: Create a custom field such as ‘SDR sequence’ or ‘Import Name’ and populate a tag for every import you do. This will help you identify your records easily and add to audience criteria. You can also make use of the sequence default field.
7. Create your first sequence
Usecase - Run a sequence to qualify a contact in outbound sales. A set of emails sent and follow-ups are done on specific days until the prospect responds back.
This is a typical use case of a classic sequence.
You can also access the sales sequences from Profile settings > Sales sequence. This is the list view for all your sequences. Click the
button on the top right side.
- Choose filtered views to add to the campaignYou can preselect from a list of contact views on which the campaign must run. Give a name to your sales sequence. This name will be used in the filters to get the list of contacts in a particular sequence.
Next, define your audience. Choose the record (Contact or Account) on which you want to run the sequence. To add records to the campaign, you can choose one of two ways.
- Set filter conditions to detect and add records to a campaignIf none of the contact views suit your requirements, you can add specific contacts, or accounts, to the campaign by setting up filter conditions.Click 'Add by conditions'. This brings up the filter conditions overlay.
You can add up to 8 filter conditions.
If your 'email address' field has not been made unique, click the checkbox to prevent duplicates from being added to the Sales Sequence.
Note:In the absence of entry conditions, the steps will be executed for only those Contacts/Accounts that are manually added to the sequence.
6. Define exit criteria: There are 4 default conditions for a contact, or account to exit the sequence. Click the checkbox to enable the conditions.
Additionally, you can also add the filter conditions based on the properties to further select the specific contacts or accounts you want to run the sequence on.
Note: You can add upto 8 filter conditions.
Important fields:
‘Last contacted mode’ is a field that captures information about the last activity done with the contact, or account. This can be ‘Not yet contacted’, ‘No reply’, ‘Opened but no reply’, ‘Replied’, ‘Incoming call’, ‘Outgoing call’, ‘Chat’, ‘Sales Activity’.
Similarly, the ‘Last Activity Type’ is another field that captures information about the latest activity type that involved the contact. This could be any of the default activities– Call, Phone, Chat, Task, SMS, or Meeting– or any custom sales activity such as Lunch, Coffee, InMail etc.
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