The Sequences page is the first page you see after logging into the application. It contains a list of your sequences, their status, and metrics. From this page, you can:
Open any sequence details
Run, pause, archive, remove a sequence
Organize sequences in folders
Add people, duplicate, save as a template, sort sequences
Change sequence owner (if you are the team owner in a Team Edition account)
Search for sequences
Sequences page metrics
On this page, you will find a grid that displays all of the contacts. Each column in the grid is described below:
PEOPLE. Number of contacts participating in the sequence.
OPEN RATE. Number of opened emails.
REPLY RATE. Overall sequence performance; can be high, mid, or low. This indicator is based on the reply rate: 0-3% - Red, 3-10% - Yellow, more than 10% - Green.
PROGRESS. The progress bar represents the ratio between Active and Finished prospects currently. The more prospects receive the Finished status, the higher the overall sequence progress.
OWNER. Team member in your Reply account that is the owner of a sequence.
DELIVERED. Number of delivered emails and the ratio between the Total people and Contacted key metrics.
Statuses of sequences
The first column in the grid with sequences represents the toggle with the status of sequences. For example, green toggles indicate active sequences; blue indicates finished sequences; and red toggles indicate sequences that have been stopped or cannot be launched because of some issues.
You can switch the toggle to turn on or off the sequence.
When the toggle appears in red, you can hover over it to view a detailed message that explains the problem. For instance, if any of your contact details (such as phone number, email, or LinkedIn accounts) are missing or fail validation, you will see a pop-up message indicating that the sequence cannot be processed. To proceed, follow the links in the pop-up to add the necessary details required to send the corresponding steps in your sequence.
Sequence folders help you group and organize multiple sequences on the Sequences page.
To add a sequence to a sequence folder, check the needed sequence in the grid and click the "Move to folder" icon.
Search for a sequence
Use the Search field located in the top right corner of the Sequences page to find any sequence in the list by its name:
Sorting and filtering
Sort sequences using the corresponding drop-down list in the top left corner.
Click on the Status drop-down list to select such sorting criteria as:
The second drop-down list relates only to statuses, so here you can select particular statuses:
All statuses (default)
The third drop-down list relates to sequence owners. By selecting a specific sequence owner, you can quickly sort all of your sequences according to their respective owners.
You can use several sorting filters at once. Additionally, you can click on each column header (such as TITLE, FROM, etc.) for additional sorting. For example, if you click on the PEOPLE header, the system will sort sequences by the number of contacts participating in the sequence.
Actions with a sequence
When you click three dots in the last column in the grid in front of a sequence, you can use additional actions:
You can also check one or a few sequences in the grid and use the icons with quick actions at the top.
Here are descriptions of all actions:
The Add people action lets you add people to the sequence. When you click on the action, the system opens the Add people to sequence popup window, where you can add people by using the Import from CSV, Add from existing or Create manually options.
The Duplicate action lets you create a copy of the sequence with the settings of the original sequence. However, you must add people to the duplicated sequence and manually launch it as the sequence has the Paused status by default.
Click "Change owner" to assign another team member in your Reply account as the owner of a sequence.
Save as template
Click "Save as template" to save the sequence to the list of your templates.
Move to folder
Move the sequence to any of your folders.
The Delete action permanently removes the sequence from the system.
Important: There is no way to restore the removed sequence. Be careful with this action.
The Archive action lets you archive your sequences. And to do this, you must first move the sequence to the Paused status. Use the Archive action if you have a lot of old sequences that you don't want to mix with the active ones but need to see some metrics to compare performance. If you plan to quickly find and use prospects from the archived sequence, move them to a separate list before archiving the sequence.
Please note that apart from deleting, you cannot perform any other actions on the archived sequence. The archived sequences can be found in the Archived list at the bottom of the Sequences page. If you plan to quickly find and use prospects from the archived sequence, move them to a separate list before archiving the sequence.
Important: you cannot unarchive the sequence.