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Sequences

Here's what you need to know

Understanding Sequences

Definition: A sequence is a series of actions/scripts that are executed step by step, based on predefined conditions and rules.  

Purpose: Automates follow-ups, calls, and other actions to reduce manual intervention and improve efficiency.  

Key Features:  

  • Set conditions to determine what script to use and when.  
  • Automate follow-up calls (e.g., redial after a voicemail).  
  • Customize the frequency and timing of calls using redialing rules.  

Setting Up Sequences

Step 1: Create or Select a Sequence

  1. Navigate to the "Sequences" section of the outreach panel.  
  2. Create a new sequence or select an existing one to modify.  

Step 2: Add Scripts to the Sequence

  1. Add the first script to the sequence.  
  2. Define when the script will be triggered (e.g., “0 days in the future” at 9:00 AM).  
  3. If additional scripts are needed:
    • Add the next script.  
    • Define the delay (e.g., 30 minutes after the previous step).  
  4. Repeat this process for all desired scripts within the sequence.  

Step 3: Set Conditions for the Sequence

  1. Use conditions to determine when the sequence applies.  
    • Example: Apply a sequence only for contacts with specific conditions like their last name starts with ‘W’  
  2. Add multiple conditions if necessary for fine-tuned targeting.  

Step 4: Customize Exit Conditions

Purpose: Each campaign includes redialing rules that define exit conditions. For example, if the first call results in a sale, the redialing rules will mark the task as resolved, preventing the sequence from moving to the next step. These conditions ensure that you don’t mistakenly follow up with a customer, such as calling them again 30 minutes after a sale has already been made. This allows for more accurate and efficient campaign management.

  1. Define exit conditions to stop the sequence when specific outcomes are met.  
    • Example: If the first call results in a sale, exit the sequence to avoid unnecessary follow-ups.  
  2. Adjust these conditions as needed for different campaigns.