Sequences

Creating a Sequence

• What is a Sequence?
• Relative Sequences
• Steps to create sequences
• Sequence Steps
• Difference between manual and auto email
• Difference between manual and auto text

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Managing Sequences

• How to bulk update Failed contacts for Sequences?
• Sequence States
• Pause & Resume Sequence
• Changing Sequence Ownership
• Locking and Unlocking a Sequence
• Archiving and Unarchiving a Sequence

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Sequence Settings

• Safety settings for enrolment
• Sequence Access - Visibility and Sharing Policy
• Sequence Throttle
• Auto append unsubscribe link to outgoing emails
• Email Threading with Sequence
• Managing Tags

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Sequence Details & Insights

• Emails sent via Sequence
• Contacts Enrolled in Sequence
• Contact Insights
• Email Insights
• Activities created via Sequence and its Insights

Engaging with Contacts

• Sequence Filters
• How to automatically enroll a Deal in the Sequence?
• Enroll contacts to sequence from contact listing view
• Enroll contacts to sequence from contact detail view
• How to automatically enroll a Contact in Sequence
• Auto enroll Contacts to sequence, whenever a Deal stage is updated via Webhooks

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Sequence Best Practices

• Building a standard sequence for better outreach
• Using sequences as drip campaigns

Sequences FAQs

• What are the Sequence limits?
• What happens if my trial Ends and My Sequence is still sending?
• What does "Already Enrolled" and "Other Enrolled" status mean?
• Can we skip a few stages for a contact in a sequence?
• Do out-of-office emails count as reply?