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:
- Creating a sequence from scratch
- Add the first step to your sequence
- Add multiple steps to your sequence
Creating a sequence from scratch
- Log into Outplay. Under the Engagement section, click Sequences on the sidebar menu.
- On the Sequences page, click Create Sequence.
- The Select Sequence Type window pops up. Here, select Build From Scratch.
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.
Add an Email Step
- The Add an Email Step is displayed first by default.
- Complete the fields in the section as per the table below:
Field |
Description |
Email Type |
In this field, choose either of the two options:
|
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. |
Add Delay/ Specific Time |
You can schedule the email with the following options:
|
- After completing the fields, click Next.
- In the following window, the Add Email Template section is displayed.
- Select Type of email and enter the Subject and Email Message Body in their respective fields. Click Add.
An email step is added in the sequence successfully.
Add a Call Step
- On the top panel of the window, click the Call icon.
- 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. |
Add Delay/ Specific Time |
You can schedule the call task with the following options:
|
Priority |
Set the priority status of the task |
- After completing the required fields, click Add.
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.
- 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:
|
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. |
Add Delay/ Specific Time |
You can schedule the LinkedIn task with the following options:
|
Priority |
Set the priority status of the task |
- After completing the required fields, click Add.
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.
- 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:
|
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. |
Add Delay/ Specific Time |
You can schedule the Twitter task with the following options:
|
Priority |
Set the priority status of the task |
- After completing the required fields, click Add.
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.
- 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. |
Add Delay/ Specific Time |
You can schedule the Generic Task with the following options:
|
Priority |
Set the priority status of the generic task |
- After completing the required fields, click Add.
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.
- 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:
|
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. |
Add Delay/ Specific Time |
You can schedule the SMS with the following options:
|
- After completing the fields, click Add.
An SMS step is now added to the sequence.
Add a WhatsApp Step
- On the top panel of the window, click the WhatsApp icon.
- 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. |
Add Delay/ Specific Time |
You can schedule the WhatsApp task with the following options:
|
Priority |
Set the priority status of the WhatsApp task |
- After completing the required fields, click Add.
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.
- On the Sequences page, select the sequence you want to add steps to.
- Click Add Step.
- 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. Complete the fields for the same.
- Click Add.
The new step is now added to the sequence. You can repeat the process to add multiple steps in the sequence.