Conditional sequences let you customize your outreach workflow in Reply. By using conditions, you can create multiple branches within your sequences based on specific criteria and outcomes. This overview explains the main features of conditional sequences and how to use them.
What are conditional sequences?
Conditional sequences let you split your sequence into different branches based on a condition’s outcome, creating a more flexible workflow. Instead of creating several separate sequences, you can now set up conditions within a single sequence.
We've introduced two new steps in conditional sequences:
Condition: Splits the sequence into two branches based on whether the condition is met or not (e.g., if a contact has opened an email, accepted the LinkedIn connection request, etc).
Action: The available action is Move to Sequence.
You'll still have access to the existing steps, such as Email, LinkedIn, Call, WhatsApp, SMS, Zapier, Task.
How to use conditions?
With conditional sequences, you can divide your workflow based on various properties. For example, you can create a branch if:
The LinkedIn Connection Status is "Connected";
A LinkedIn URL is set;
The Email Validation Status is valid;
A contact has opened, viewed, or replied to your email;
A contact's Status is "Active" or another specific status, etc.
When you add a condition, your sequence splits into two paths: Yes and No.
The Yes path runs for contacts that meet the condition.
The No path runs for those who don’t.
Each path is numbered automatically. For example, if you add a condition at Step 4, it will split into 4.1 (Yes) and 4.2 (No).
You can also zoom in or out, or enter/leave full screen for better navigation and overview.
Monitor for
When you apply a condition, the system will monitor it for a specified duration. For example, if you set this duration to 4 days, the system checks every 10 minutes to see if the condition is met. If the condition is met at any time during this period, the contact moves to the next step immediately. If not, the contact will move to the "No" branch at the end of the 4 days.
💡 For LinkedIn Connection Status and LinkedIn InMail Status conditions, the system requires a minimum monitoring time of 2 hours to detect results correctly.
Wait For
The Wait For feature follows the step delay logic and allows you to add a specific interval between steps in your sequence. You can set how long the system waits before moving to the next step. The step delay before each next step starts only after the condition is completed and a contact moves to that step.
Deleting steps
To delete a step, hover over the top-right corner of the step and click the bin icon.
You have three options for deleting a condition step:
Delete condition with all steps below: Removes the condition and everything under it.
Delete condition with steps in branch "Yes": Removes only the steps in the "Yes" branch.
Delete condition with steps in branch "No": Removes only the steps in the "No" branch.
Tracking stats and performance
You can easily monitor how many contacts move through each branch of your conditional sequence, both in numbers and percentages.
To track performance for each step, you can check out the steps and substeps (like 4.1, 4.2, etc.) on the People or the Stats tab.
Switching from regular to conditional sequences
If you have an existing sequence and want to convert it into a conditional sequence, the easiest way is to duplicate the current sequence and move your contacts over to the new conditional one.
If you want to learn more details, please check the following article.