We are using sequences to define all the tasks that a CSM must do in a deal stage. The problem is that when the customer responds, the sequence stops.
Is there any way to block the end of a sequence based on customer interactions?
If not, is there a better way to create a list of tasks for the team to follow? Because when trying to do it by workflow, there’s no way to prevent the next task from being created if the first one hasn’t been completed yet.
Any tips on this?
Thank you.
Hi @LSalomao,
You’re in luck, there’s a brand new beta which solves for this: Create and edit dynamic sequences
Add rep-led steps
Once a contact opens or clicks an automated outreach email, they will start the rep-led outreach path. To configure rep-led steps within your dynamic sequence:
- In the sequence editor, in the Create dynamic follow-up steps section, click the step name you want to add as the initial step.
- To add another step, click the + plus icon. Learn more about how to add steps to your sequence.
You can find the beta (and the password) in your portal here:
Let me know if you have any follow-up questions!
Thank you for your reply, Karsten**.**
But this requires an automated email step. We are focusing more on internal steps with no dependencies on automated emails. Do you have any best practices on that?
Thank you.
Ah @LSalomao there aren’t any emails at all? In that case you would have to use a workflow.
Before creating the next task, you would create a and/or branch that checks whether the enrolled object is associated to an activitynamed like the first task and with status completed. If not, you would delay further or send a reminder, if yes, you would move on to create the next task.
It’s not a lot of fun to set this up (with more delays and checks down the right) but it’s generally possible.
Give it a try and let me know if and where you’re getting stuck.
