Overview
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.
Sequence rulesets allow you to build rules into your sequence about who you can and cannot email within a sequence and 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 and 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.
Create a Sequence Ruleset
Launch Apollo and click Settings.
Click Sequence Rulesets in the "Configurations" section.
Click + New Sequence Ruleset.
Give the new Sequence Ruleset a name.
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 set Apollo's behavior for what happens to 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
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.
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.
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.
Control the number of days before Apollo marks a recipient as "unresponsive" if they don't respond or book an appointment with the textbox below.
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
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.
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 sent to an individual contact in a rolling 24 hour period.
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.
When you are finished configuring the Sequence Ruleset, click Save.
Your Sequence Ruleset is now ready to use in a sequence.
