Sequence Rulesets

This article talks about how Outplay users can configure and apply Rulesets for their sequences

To create a ruleset

• Login to Outplay
  
• Navigate to Settings >> Company >> Sequence Rulesets
  
• Click on the Create New Ruleset option

Sequence Ruleset Settings

Below are the sections that will be part of the Sequence ruleset

• Safety Settings – Existing configuration from sequence setting . Please note, the current SMS settings will be moved to Skip step configuration
  
• Stages – Existing configuration from sequence settings
  
• Out-of-office Configuration – Existing configuration from sequence settings
  
• Email Validation – Existing configuration from sequence settings
  
• Include Opt-out links – Existing configuration from sequence settings
  
• Skip Step Configuration: Option to skip the step based on configurations will be available 

• Skip Email step if email ID is not available
• Skip Call step if mobile phone number is not available
• Skip LinkedIN step if LinkedIn ID is not available
• Skip SMS step if mobile number is not available
• Skip SMS step on SMS failure
• Skip Email step if email ID is bounced
  
  If skip step configurations are enabled then any matching sequence step will be skipped and an action will be recorded and displayed in Prospect activity section.

How to apply ruleset to sequence

A new field has been introduced in the sequence settings. Click on the drop down to select the ruleset.

You can also view the configuration under the respective ruleset by clicking on View Ruleset.

Points to remember

1. Only one ruleset can be set as default. The default ruleset will be applicable to all the new sequences automatically.
2. By default, Outplay will show one recommended default ruleset which Admin can modify if needed but cannot be deleted.

Updated on: 11/07/2024