Create a Sequence Ruleset

Overview

Sequence rulesets allow you to set custom rules about who you can email within your sequence. Sequence rulesets protect you from sending emails to the wrong people, and they help you work faster with automations and triggers.

Check out the following sections to create a sequence ruleset and leverage it in sequences.

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Create a Sequence Ruleset

To create a sequence ruleset:

1. Launch Apollo and click Settings > Sequences.
2. Click + New Sequence Ruleset.
3. Name your sequence ruleset, then configure the triggers and other settings you want to use in the ruleset.
4. When finished, click Save. 

5. Your sequence ruleset is now ready to use and will appear in the advanced settings when you create or edit a sequence.

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Configure Triggers

Triggers offer automations for sequence rulesets, like creating tasks or configuring the maximum number of sequences per 24-hour period.

You can determine how to treat contacts in a sequence when someone from the same company replies to an email from your Apollo instance. Choose an option from the drop-down beside When there is another reply within the same account:

• Do nothing
• Mark subsequent emails for that account as not sent
• Delay subsequent emails sending for that account

You can create phone call tasks based on the number of times an active contact opens an email. Click the Create a phone call task... checkbox, then enter the amount of times an email should be opened before the task is created.

To trigger a sequence to end if a recipient clicks on a link in an email, click the Mark contact as finished checkbox.

To control the number of days before Apollo marks a recipient as unresponsive if they don't respond or book an appointment, choose the number of days for the Mark contacts as unresponsive... option.

You can control if emails aren't sent when a contact is in a particular contact stage. By default, the following contact stages are selected:

• Replied
• Interested
• Do Not Contact
• Bad Data

To edit this setting, click a default stage to remove it, or click the drop-down to add more contact stages.

You can control if emails aren't sent when an account is in a particular account stage. When a sequence includes this trigger in its ruleset, Apollo moves contacts in any of the selected stages to the Not Sent Emails list. By default, the following account stages are selected:

• Current client
• Active opportunity
• Dead opportunity

To edit this setting, click a default stage to remove it, or click the drop-down to add more account stages.

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Edit Default Triggers

Some default triggers are applied to all sequence rulesets. Click Show Default Triggers to view and modify these settings:

• Mark contact as finished in sequence when there is a reply.
• Pause contact in sequence when there is an out-of-office reply.
• Mark contact as finished when a calendar meeting is scheduled with the contact.

For your account's protection, there are some default triggers you can't modify. These include:

• Mark contact as finished in sequence when they unsubscribe.
• Mark contact as finished in sequence when a phone call is connected.
• Mark contact as failed when there's a bounce or if email is rejected as spam.

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Other Settings

There are a few optional settings for sequence rulesets.

You can set the maximum number of emails you send from the sequence in a rolling 24-hour period. To edit this setting, enter the maximum number of emails to send per 24-hour rolling period.

You can also add carbon copy (CC) or blind carbon copy (BCC) email address or addresses to emails sent through the sequence. This is useful for quality control and testing purposes. To edit this setting, enter the email addresses to CC or BCC, separating each address by a comma.

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