Sequence Rulesets

• How can I skip the tasks if it is due than certain days ?

  A question every SDR or AE has Can I skip the tasks which are due by certain number of days. Answer: Yes you can do that. With Outplay's sequence ruleset you can configure when the tasks can be skipped if due more than certain number of days. Refer below screenshot onceFew readers

• 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 – EFew readers

• Why prospects are in a pending state in the sequence

  There are certain factors due to which, the prospects are shown in a pending state in sequence. Let's understand the factors Scenario 1: Sequence is not yet active. You have added the prospects to the sequence. However, prospects are still in a pending state. In this case, the Outplay will show the message as  Sequence is currently in a disabled state. Please enable the sequence. (https://storage.crisp.chat/users/helpdesk/website/1a03ee2d63964700/d5644d6e-87d0-4fa8-99bf-e31f7af1iPopular

• Remove a prospect from a sequence

  Remove a prospect from a sequence to stop tasks and emails being generated for them. You can remove a prospect from a sequence if you want to stop any more emails or tasks being generated for them from this sequence, but don't want to impact your sequence metrics or change the prospect's stage by marking them as finished. There are two easy ways to remove a prospect from a sequence: Remove one or more prospects from the sequence Prospects screen via a bulk action. Remove proSome readers

• Multi-touch Sequence Steps

  Execute consecutive steps without delays for effective outreach. There are no fixed rules when it comes to sequences. Yet, you need to know what works best for your prospects to set up an effective sequence.  One popular and successful strategy is by executing multiple tasks consecutively for a prospect. This is known as Multi-touch.  On Outplay, you can group steps such as Linkedin, Twitter, Generic, and Call, in order to execute them in a continuous rhythm without delays.  Create MuSome readers

• Add steps to your sequence

  Add a step in your sequence for each task you perform when you engage a prospect. A sequence in Outplay is made up of steps. Each step defines a task you perform, such as sending an email, making a call, or leaving a comment on LinkedIn, and when you will perform it, relative to the start of the sequence. For example, you might have a social media warm-up sequence where: On Day 1, you retweet a prospect's tweet.Some readers

• Using Delay Feature in Outplay Sequences

  How to Use Delay to Schedule Tasks at the Right Time Outplay's sequences allow you to automate sales and outreach tasks, but sometimes it's crucial to time those tasks just right. That's where the Delay feature comes in handy. By setting a delay (in hours and minutes) for a task to be due or executed, you can make sure that your outreach lands at the perfect moment for maximum impact. For example, you want to send a follow-up email to a prospect after a call. In this case, it would be bestFew readers

• Emailbox Rotation

  What is Mailbox Rotation? ​Mailbox Rotation allows you to easily manage and switch between different email accounts within your sequences. This feature is especially useful for sales teams who have multiple accounts. With Mailbox Rotation, you can add all your email accounts to a single sequence and activate them simultaneously, enabling you to reach out to prospects from different accounts without any hassle. This not only saves time but also ensures that your emails are sent from differeFew readers

• Send test emails to your Inbox

  Send test email before activating the sequence. Outplay allows you to send a test email to yourself to check the format and style of your email. The test email will be sent to your registered email address. To send a test email: Open the email template you have created. Click on the preview mode. Click on the 'Send test email' Go to yFew readers

• What are Team Sequences?

  In this article we will discuss all about team sequences - Creating, assigning users, stats, etc. Outplay allows Admins to create team sequences which can be used by their whole team. Team sequences helps the Admins to be able to start-off a new campaign and aligning all the reps with ease and have a qualified content even for a new member of the team. If an Admin wishes to make any changes to the sequence as a result of any new initiatives or strategies, these changes will get reflected tFew readers

• How to Change Opt-Out Status for Prospects on Outplay

  Reinstate prospects to Opt-In status easily. It’s common for prospects to ask you to leave them out of any future communication in your sales process. However, that decision may not always be set in stone.  On Outplay, you can change prospect status with a few clicks and add them back into your sales process.  Reinstate a prospect who opted out On Outplay, click the Prospects icon on the sidebar menu.  (https://storage.crisp.chat/users/helpdesk/website/bae62fb959740000Few readers

• Use WhatsApp to Connect with Prospects

  Connect with your prospects effortlessly on WhatsApp through Outplay. Outplay provides you with the option to add WhatsApp to your sequences. Now, send personalized, instant messages to your prospects on WhatsApp through Outplay. Use WhatsApp in a Sequence Add WhatsApp to your multichannel sequeFew readers

• Schedule Pause Your Sequences

  This article talks about how you can add pause resume dates if SDR or AE is going on personal timeoff. Lets understand how to pause your sequences To pause all Sequences, follow these steps:  Go to the Sequence page.  A new button called Pause All Sequence in the upper right corner of the Sequences page will be added. Clicking on that will open a popup modal prompting you to input the time you will be out of the office. (https://storage.crisp.chat/userFew readers

• Select Specific Dates To Run Sequences

  Run Sequences on specific dates instead of automated timings if needed. While creating a sequence within Outplay, users get an option to specify the day on which they would’ve liked their sequences to run, but now you’ll also be able to specify the exact time and day for which you would like the sequence to run. This is just to provide more customisability to the sequencing flow for Outplay users. How to Add a sequence step and specify the time? Login to the Outplay portalFew readers

• How can I import the sequence generated by Outplay AI in Outplay application?

  How to Import AI-Generated Sequences from Outplay HQ’s AI Sequence Generator to the Outplay Application Overview: This guide explains how to import AI-generated sales sequences from Outplay HQ's AI Sequence Generator into your Outplay application. This process allows you to leverage AI-generated content to streamline and enhance your sales outreach efforts. Step-by-Step Instructions: Step 1: Accessing the AI Sequence Generator Open your web browser and navigate to OFew readers

• Sequence Prioritization

  Prioritize your most important Sequences Sequence Prioritization Syed Haider Now Outplayers will get an option to prioritize their sequences. This will help Outplayers keep their best performing sequence at the top and maintain the sequence performance. How to set priority for a sequence? Navigate to Settings -Priority Section. Click on “Add Priority” The system will open a text box to enter the priority master information. Select the priority level fFew readers

• Configuring Sequence Enrollment Settings

  In this article, we will talk about the enrollment settings which can be configure for keeping your sequence health active Sequence enrollment lets users control how many prospects go through a sequence at once. This helps avoid reaching mailing limits and makes it easier for users to keep their sequences healthy. Navigate to Sequence and open sequence settings Scroll down and you will be able to see section named as Enrollment Limit (https://storage.crisp.chat/users/hFew readers

• How to delete a step or a variant of a step in a sequence?

  What are steps in a sequence A sequence in Outplay is made up of steps. Each step defines a task you perform, such as sending an email, making a call, or leaving a comment on LinkedIn, and when you will perform it, relative to the start of the sequence. But, how do we delete a step that was created by an accident, which is not related to this sequence? Delete a step (https://storage.crisp.chat/users/helpdesk/websiteFew readers

• Advanced Sequence Step Settings

  The sequence in Outplay now contains Advance Settings. Click on Advanced Settings and the system will show the below options  Add Delay between steps Schedule at a specific time Schedule at a specific date and time (https://storage.crisp.chat/useFew readers

• Create sequences from Sequence Library

  Build a new sequence from the Sequence Library Outplay gives you an option to either create a sequence from Scratch or use the already pre-made Sequence from the Library. Clicking onto the Sequence Library, Outplay displays all the available categories where users can choose their required one. On the right-hanFew readers

• Set stages for your sequence

  Select which stage a prospect is set to when you add them to the sequence, and if they bounce, reply, or finish without replying. Stages in Outplay are like Salesforce status fields: they show where your prospect is in your sales process so you can take the appropriate actions to engage a prospect through your sales process. Your team admin can configure stages in the Settings. When a prospect is in a sequence, you can set their sFew readers

• Renaming Sequences

  How to rename my sequence ? Naming your Sequence is the most essential part right after creating a step in the sequence. There are two ways of adding names to the sequence. Naming the sequence directly from the Sequence header. Naming the sequence from Sequence settings. Naming the sequence directly from the Sequence header. Navigate to your Sequence from your Outplay app Panel. Click on the edit option next to Sequences. (https://storage.crisFew readers

• View your sequence metrics

  Use your sequence statistics to improve your best sales sequences. Use the sequence Stats screen to see how your sequence is performing, including your prospect response rates, and a summary of your activity in each of the sequence step types. The Overview section gives you the broad picture of how your sequence is performing: The prospects in your sequence, including thosFew readers

• Statistics in Outplay Sequences

  Track the Performance of Your Sequence Steps As you engage with prospects over email, call, LinkedIn, Twitter, SMS, and WhatsApp, it's important to keep track of the outreach performance. With Outplay's comprehensive statistics, you can gain insights into the effectiveness of your sequences and make data-driven decisions to improve your outreach strategy. In this article, we'll walk you through the different statistics available in the Sequences section and explain how you can use them to mFew readers

• View your sequence email report

  You can see all the emails that have been sent from a sequence, and filter by their response. You can see all the emails you've sent for a sequence in the sequence Emails screen.  You can filter the list of emails to emails with a particular response, like emails that were opened or replied to, by clicking the response at the top of the screen. You can also filter to a particulFew readers

• While adding reply step in sequence, give option to select the step as well

  When designing a workflow or a sequence of steps, it's crucial to provide flexibility for users to interact with the process effectively. One important feature is the ability to select the step to which you want to add a reply step. This functionality enhances user experience by allowing for greater customization and control over the workflow. Users can choose precisely where their input or feedback fits best, ensuring that the sequence remains logical and efficient. To implement this, consideFew readers

• Set your sequence sending limits

  Set your sequence sending limits Use sending limits to control how many emails a single sequence can send out in one day Sending too many emails in a day can trigger spam penalties from email providers, so Outplay provides you with tools to limit your email sending across your account.  But if you have several sequences running at once, you don't want one sequence to use up your available emails. So you can set limitsFew readers

• How to view all my team sequences?

  In this article, we will discuss how users can change their sequence views. How do I differentiate between a team sequence and a personal sequence? In the sequences page, you have an option to filter between and team sequences and personal sequences By filtering the sequences based on type, you can view only team sequences or personal sequences based on the type selected.Few readers

• Adding people from Pipedrive directly to a sequence on Outplay

  Users can add prospects directly from Pipedrive to Outplay. How to add people coming from Pipedrive to a sequence on Outplay directly? Triggers on Outplay can be used to add people from Pipedrive to a sequence on Outplay directly. To be able to do this you will have to add a custom field on both Pipedrive and Outplay which will be used for the triggering. Please find help on how to create a custom field on Outplay here. (/en/article/set-up-custom-fields-for-accounts-and-pFew readers

• A/B testing / Variants / Split testing

  In this article, we will discuss how to do A/B and split testing in Outplay email sequences. Variants are used to test different versions of a single email to see how small changes can have an impact on the end results. Decide what you want to test, whether to test the subject line or the content and compare results to find the winner variant and the loser variant. Therefore creativity plays a lot to have better results. How to choose the winner variant? Applying creativity on theFew readers

• Rename your Sequence

  Give a name to your powerful sequence. Naming your Sequence is the most essential part right after creating a step in the sequence. There are two ways of adding names to the sequence. Naming the sequence directly from the Sequence header. Naming the sequence from Sequence settings. Naming the sequence directly from the Sequence header. Navigate to your Sequence from your Outplay app Panel. Click on the edit option next to Sequences. (https://storage.crFew readers

• How to know which sequence prospect is part of

  The purpose of this story is to show the sequence names on prospects list view even if the sequence is finished. User flow: In prospects list view, under the sequence column, we will show all the list of sequences which prospect is part of. The green dot will show the sequences which are still active. The grey dot will show the sequences which are completed/finished/removed. On click of the list, we will open the prospects >Sequences tab. (https://storage.crisp.chat/usersFew readers