What are sales sequences? How to configure a sequence?

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1. Plan Free Growth Pro Enterprise Limits per user 0 0 1000 2000 “Sales sequences haveuser scope. This means users will be able to view and edit only their sequences.” 3. Type of sales sequence

   In Cadence collision prevention

2. Add steps to be executed:Steps are the actions to be performed as part of the sequence. There are 4 types of actions that can be done - Add Email, Add Call Reminder, Add Follow up, and Add SMS. These actions will be executed when the conditions of the step match. “Define exit criteria:Exit criteria is the set of condition to match for contacts, or accounts to exit the sequence at any point.” 5. Execution of sales sequence

   In Cadence exit conditions

3. You can further customize the email step underAdvanced Settings. You can: - Send the email as a new thread or choose to send it as a reply to the previous step. - Choose the From, Reply to, CC, and BCC information - Track the opens and clicks - Include a link to unsubscribe “To personalize or review your emails before sending them, click onEmail reminderto open up an overlay to add an email reminder” To add a follow-up step, click onAdd Task. This will open an overlay to add the follow-up.

   In Cold email sequencing platforms

4. “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.” 1. Who can access Sales Sequences?

   In Cold email sequencing platforms

5. Give anameto 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.” - Choose filtered views to add to the campaignYou can preselect from a list of contact views on which the campaign must run.

   In Campaign audience definition

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