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Sequence Settings – Click Support
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Every place a page here uses this source, in the order the words come in it.
Yes: Essentially, this sequence is on and available. Contacts can currently be started on this sequence and continue to run through it. “You would set this option to No if you will be out of the office for a few days or if you no longer want to use this sequence.” Owner:This is the user that owns this record. You may switch the owner to another user here.
Yes: Essentially, this sequence is on and available. Contacts can currently be started on this sequence and continue to run through it. “If anyone is in the sequence at the time that this is switched to No, those Sequence Instances will not move forward.” Owner:This is the user that owns this record. You may switch the owner to another user here.
No: Only you can add Contacts to this Sequence. “Reply Action:This determines what happens when a Contact replies to one of the emails sent from this Sequence. Options are Finish Sequence and Continue to Next Step.” Finish Sequence: If you get a reply, you do not want to continue sending them the emails or creating any tasks for yourself related to this Contact. You would likely want to set this for most sales scenarios because then you will take over manually from here once the Contact responds.
Reply Action:This determines what happens when a Contact replies to one of the emails sent from this Sequence. Options are Finish Sequence and Continue to Next Step. “You would likely want to set this for most sales scenarios because then you will take over manually from here once the Contact responds.” Continue to Next Step: Their reply does not affect their sequence instance; they will keep progressing. This is useful in scenarios for customer success or account management where it does not matter if they reply, you want to keep sending them more information or you want to keep checking up on the contacts.
No: The Contact will continue to progress through the Sequence. “Auto remove on reply: This determines what happens if the Contact sends you a reply to any email, it does not have to be an email from this sequence. Options are Yes and No.” Yes: If you get any reply, you do not want to continue sending them the emails or creating any tasks for yourself related to this Contact.
Auto remove on reply: This determines what happens if the Contact sends you a reply to any email, it does not have to be an email from this sequence. Options are Yes and No. “Yes: If you get any reply, you do not want to continue sending them the emails or creating any tasks for yourself related to this Contact.” No: Their reply does not affect their sequence instance; they will keep progressing.
Continue to Next Step: Their reply does not affect their sequence instance; they will keep progressing. This is useful in scenarios for customer success or account management where it does not matter if they reply, you want to keep sending them more information or you want to keep checking up on the contacts. “NOTE: If a recipient responds with an automatic reply, such as an Out of Office notification, then the sequence will not end. It will pause until you initiate the sequence again.” Auto remove on bounce:This determines what happens when the Contact’s email address bounces on any of the email steps in the Sequence. Options are Yes and No.
No: Only you can add Contacts to this Sequence. “Reply Action:This determines what happens when a Contact replies to one of the emails sent from this Sequence. Options are Finish Sequence and Continue to Next Step.” Finish Sequence: If you get a reply, you do not want to continue sending them the emails or creating any tasks for yourself related to this Contact. You would likely want to set this for most sales scenarios because then you will take over manually from here once the Contact responds.
Reply Action:This determines what happens when a Contact replies to one of the emails sent from this Sequence. Options are Finish Sequence and Continue to Next Step. “You would likely want to set this for most sales scenarios because then you will take over manually from here once the Contact responds.” Continue to Next Step: Their reply does not affect their sequence instance; they will keep progressing. This is useful in scenarios for customer success or account management where it does not matter if they reply, you want to keep sending them more information or you want to keep checking up on the contacts.