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. There are three types of sequences - “Outbound Sequence:With outbound sequence, you can execute a series of steps (email, call, SMS, and task) in a defined sequence, one after the other or as the outcome of the previous step.” Classic Sequence:Classic sequence allows you to automatically run a sequence of actions for a set of audiences on specific days. A typical example would be of a prospecting campaign for an outbound sales team wherein the sales agent sends a set of emails and adds follow-ups on specific days till the prospect responds.

   In Cadence design

3. 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

4. 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

5. “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 Email tools and sequencers