Manage Sequence Rulesets

Triggers

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

To configure triggers:

1. Choose an option from the dropdown beside When there is another reply within the same account to set how to treat contacts in a sequence when someone from the same company replies to an email from your Apollo instance:
• Do nothing
• Mark subsequent emails for that account as not sent
• Delay subsequent emails sending for that account

2. Check Create a phone call task... to create phone call tasks based on the number of times an active contact opens an email. Then enter the amount of times an email should be opened before the task is created.

3. Check Mark contact as finished to trigger a sequence to end for a recipient if they click on a link in an email.

4. Choose the number of days for Mark contacts as unresponsive... to control the number of days before Apollo marks a recipient as unresponsive if they don't respond or book an appointment.

5. You can configure 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 these stages, click a default stage to remove it, or click the dropdown to add more contact stages.

6. You can configure 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 dropdown to add more account stages.

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.

1. To set the maximum number of emails you send from the sequence in a rolling 24-hour period, enter a number.

2. To add carbon copy (CC) or blind carbon copy (BCC) to emails sent through the sequence, enter the email addresses to CC or BCC, separating each address by a comma. CC/BCC may be useful for quality control and testing purposes.

3. When finished, click Save.

4. 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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