Create Sequence Rulesets

Article author
Sarah Malone
Updated

Overview

 
Pricing Tiers and Sequence Rulesets

Please note, Sequence Rulesets are only available for Professional and Custom plans.

Sequence rulesets have two important functions:

  • They protect you and your team from sending emails to the wrong people.
  • They help you work faster by leveraging automation and triggers.

When you create a new sequence, you have the option to include a custom sequence ruleset in the advanced settings.

Advanced Settings

Sequence rulesets allow you to build rules into your sequence about who you can and cannot email within a sequence. They help you to maximize basic automation in your sequence. In addition, you can make updates to sequence rulesets as you learn more about your customer behavior. Those changes will propagate to any sequence that makes use of that ruleset.

Follow the instructions in the sections below to better understand how to create sequence rulesets and leverage them in sequences.

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Create a Sequence Ruleset

To create a sequence ruleset:

  1. Launch Apollo and click the Settings icon. Then, click Sequences in the "Configurations" section.
  2. Click + New Sequence Ruleset. New Ruleset
  3. Give the new Sequence Ruleset a name. Ruleset Name

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Triggers

The "Triggers" section offers several different automation controls that you can configure for any sequence for which you add the ruleset. The first dropdown allows you to determine how Apollo treats contacts in the sequence when an individual from the same company replies to an email in the sequence. The options include:

  • Do nothing
  • Mark subsequent emails for that account as Not Sent
  • Delay subsequent emails sending for that account

    Same Account Behavior

The checkbox below allows you to enable or disable the automatic creation of a phone call task in a sequence after a specified number of email-opens by a recipient.

Call Task

The following checkbox option allows you to specify whether or not a sequence ends for a recipient when they click on a link in the email.

End Sequence

 
Enable Click Tracking

Please note, the setting above requires you to enable click tracking for your account. You can access click tracking directly from the link below the checkbox or by navigating to the Settings page. For more information on click tracking, please see this article.

Enable Click Tracking

Control the number of days before Apollo marks a recipient as "unresponsive" if they don't respond or book an appointment with the text-box below.

End Sequence

The next setting allows you to control when emails are not sent for a particular Contact Stage. By default, these Contact Stage include:

  • Replied
  • Interested
  • Do Not Contact
  • Bad Data

    Contact stage

The next setting allows you to control when emails are not sent for a particular Account Stage. By default, these Account Stage include:

  • Current Client
  • Active Opportunity
  • Dead Opportunity

Apollo will move any contact in one of these stages in a sequence with this ruleset enabled to the Not Sent Emails list.

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Other Settings

The "Other Settings" section of the ruleset offers a few optional controls. The first textbox allows you to set the maximum number of emails you send from the sequence in a rolling 24-hour period.

Max Emails

The next two text-boxes to the right allow you to add a carbon-copy (CC) or blind-carbon-copy (BCC) address or addresses to all emails sent through a sequence with this ruleset enabled.

Max Emails

When you are finished configuring the sequence ruleset, click Save.

Save

Your sequence ruleset is now ready to use in a sequence.

Complete

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