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What Are Engagement Rules And How Do I Decide Which One Is Right For My Sequence?

In this article you'll learn the difference between each Engagement Rule and how they will effect what happens in your Sequence when a Prospect replies to your email.

Updated over 2 weeks ago

Engagement Rules help the Sequence determine what happens to a Prospect if they respond to one of your emails. This is a separate from a Condition and happens automatically for all Email Steps in a given Sequence.

Let's review how to set up your Engagement Rules and touch on the key differences between the 3 options!

Engagement Rules are selected when creating a Sequence so lets start by selecting the Create Sequence button on the Sequence Dashboard.

In the pop-up window you'll be prompted to give the Sequence a name, choose your Sending Schedule and select an Engagement Rule.

Our three Engagement Rules are as follows:

Let's break them down:

  1. Finish When a Prospects Becomes Engaged in This Sequence.

    1. This Prospect with be marked as Finished and will not receive further communication from you if they meet any of the following criteria:

      1. If a Prospect Replies to your email they become Engaged

      2. If you choose the Call Disposition Meeting Booked, Follow Up Requested, Not Interested.

      3. If you have a Condition which marks a Prospect as Engaged based on meeting a certain criteria

      4. If you manually mark them as Engaged

  2. Finish When a Prospect Becomes Engaged in Any Sequence.

    1. This Prospect with be marked as Finished in all Sequences and will not receive further communication from you if they meet any of the following criteria:

      1. If a Prospect Replies to your email they become Engaged

      2. If you choose the Call Disposition Meeting Booked, Follow Up Requested, Not Interested.

      3. If you have a Condition which marks a Prospect as Engaged based on meeting a certain criteria

      4. If you manually mark them as Engaged

  3. Continue This Sequence Regardless of Prospect Engagement

    1. This Prospects will not be marked as Finished and will continue along in your Sequence if they reply or Call Disposition status

In conclusion, Engagement Rules will help the Sequence determine what happens to a Prospect and take that action automatically, so it's important to choose the right one for your outbound strategy.

Click here to learn more about Sequence Editing!

Reach out to your CSM if you have any questions via email or through the in app chat service.

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