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How to create a multichannel sequence on Outplay

Create effective sequences that win and save time.

Whether you’re prospecting, following up, or closing a deal, there’s a sequence for every part of your sales cycle.  But first, what is a sequence?

A sequence is a personalized multi-channel outreach campaign with several sequential touch points. With sequences, you can engage your prospects and personalize your outreach efforts at scale. Moreover, you can reach out to prospects on multiple platforms and increase your chances of closing a deal. 

With Outplay, you can create dynamic sequences, complete the right sales tasks at the right time, and win your prospects over!

 

This article covers the following topics:


Create a sequence from scratch

  • On Outplay, click Sequences on the sidebar menu. 

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  • On the Sequences page, click Create Sequence

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  • The Select Sequence Type window pops up. Here, select Build From Scratch

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A sequence is now created and you will be directed to create the first step in the sequence. 

Add the first step to your sequence

You can choose to add an email, call, LinkedIn, Twitter, Generic, SMS or WhatsApp step by clicking the respective icons on the top panel of the pop-up window. 

 

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Add an Email Step

  • The Add an Email Step is displayed first by default. 

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  • Complete the fields in the section as per the table below:

 

Field

Description

Email Type

In this field, choose either of the two options:

  • Auto Email: Emails are triggered automatically.
  • Manual Email: A task is created to deliver emails manually. Here, you can also set the priority status of the task. 

Run this step on day

Input the day on which you want to execute this step. For example, emails should be sent out on Day 1. 

Send at a specific time

Select the checkbox and set a day and time for the email to be sent.

 

  • After completing the fields, click Next

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  • In the following window, the Add Email Template section is displayed. 

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  • Select Type of email and enter the Subject and Email Message Body in their respective fields. 

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  • Click Add.

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An email step is now added in the sequence.

 

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Add a Call Step

  • On the top panel of the window, click the Call icon

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  • In the Add a Call Step section, complete the fields as per the table below:

 

Field

Description

Instructions (Optional)

In this optional field, you can add specific notes for the call

Run this step on day

Input the day on which you want to execute this step. For example, calls should be executed on Day 3. 

Priority

Set the priority status of the task

 

  • After completing the required fields, click Add.

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A call step is now added in the sequence.

 

NOTE: When a call step is created in a sequence, a call task is created for you by default.

 

Add a LinkedIn Step

  • On the top panel of the window, click the LinkedIn icon

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  • In the Add a LinkedIn Step section, complete the fields as per the table below:

 

Field

Description

Touch Type

In this field, you have four options: 

  • View Profile: To view the profile of the prospect
  • Connection Request: To send a connection request to the prospect. 
  • InMail: To send a LinkedIn message to the prospect. 
  • Other: Any other action on LinkedIn. For example, commenting on the prospect’s LinkedIn post. 

Notes / Pointers (Optional)

In this optional field, you can add specific notes or pointers for the activity. For example, if you choose to send an InMail to the prospect, you can enter the message body here.  

Run this step on day

Input the day on which you want to execute this step. For example, viewing the prospect’s LinkedIn profile should be executed on Day 4. 

Priority

Set the priority status of the task

 

  • After completing the required fields, click Add.

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A LinkedIn step is now added in the sequence.

 

NOTE: When a LinkedIn step is created in a sequence, a LinkedIn task is created for you by default.

 

Add a Twitter Step

  • On the top panel of the window, click the Twitter icon

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  • In the Add a Twitter Step section, complete the fields as per the table below:

 

Field

Description

Touch Type

In this field, you have three options: 

  • Follow: To follow the prospect on Twitter.
  • Retweet: To reshare a post created by the prospect.
  • Other: Any other action on Twitter. For example, commenting on the prospect’s Twitter post. 

Notes / Pointers (Optional)

In this optional field, you can add specific notes or pointers for the activity. For example, if you choose to comment on the prospect’s tweet, you can enter the comment here.  

Run this step on day

Input the day on which you want to execute this step. For example, following the prospect’s Twitter profile should be executed on Day 6. 

Priority

Set the priority status of the task

 

  • After completing the required fields, click Add.

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A Twitter step is now added in the sequence.

 

NOTE: When a Twitter step is created in a sequence, a Twitter task is created for you by default.

 

Add a Generic Step

  • On the top panel of the window, click the Generic Task icon. 

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  • In the Add a Generic Step section, complete the fields as per the table below:

 

Field

Description

Instructions (Optional)

In this optional field, you can add specific notes for the generic task. 

Run this step on day

Input the day on which you want to execute this step. For example, the generic task should be executed on Day 8. 

Priority

Set the priority status of the generic task

 

  • After completing the required fields, click Add.

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A generic step is now added to the sequence.

 

NOTE: When a generic step is created in a sequence, a generic task is created for you by default.

 

Add an SMS Step

  • On the top panel of the window, click the SMS icon

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  • In the SMS section, complete the fields as per the table below:

 

Field

Description

SMS Type

In this field, choose either of the two options:

  • Auto SMS: With this option, an SMS is triggered automatically.
  • Manual SMS: With this option, a task is created to deliver the SMS manually. Here, you can also set the priority status of the task. 

Message

Enter the message body of the SMS you want to send to the prospect.

Run this step on day

Input the day on which you want to execute this step. For example, an SMS should be sent out on Day 7. 

Send at a specific time

Select the checkbox and set a day and time for the SMS to be sent.

 

  • After completing the fields, click Add

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An SMS step is now added to the sequence.

 

Add a WhatsApp Step

  • On the top panel of the window, click the WhatsApp icon

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  • In the Add a WhatsApp Step section, complete the fields as per the table below:

 

Field

Description

Instructions (Optional)

In this optional field, you can add specific notes for the WhatsApp task. 

Run this step on day

Input the day on which you want to execute this step. For example, the WhatsApp task should be executed on Day 4. 

Priority

Set the priority status of the WhatsApp task

 

  • After completing the required fields, click Add.

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A WhatsApp step is now added to the sequence.

 

NOTE: When a WhatsApp step is created in a sequence, a WhatsApp task is created for you by default.

 

Add multiple steps to your sequence

  • On Outplay, click Sequences on the sidebar menu. 

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  • On the Sequences page, select the sequence you want to add steps to.

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  • Click Add Step.

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  • In the pop-up window, you can choose to add an Email, Call, LinkedIn, Twitter, Generic, SMS or WhatsApp step by clicking the respective icons on the top panel of the pop-up window. 

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  • Click Add

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The new step is added to the sequence. You can repeat the process to add multiple steps in the sequence.