Las grandes mentes piensan igual

Including sequance in an existant email thread would improve my work so much more. During the sales process, there are moments when the prospect stops reacting and that is when I`d like to set a sequance in our email thread that will keep reminding him to answer (mostly it happens after a proposal is sent due to internal communication, management approval and so on). Starting a new sequance drives the client to a new email thread instead of helping him find the conversation and details of the deal in a more efficient manner. Getting contant reminders of where we left off, makes it so much easier to respond. Also starting a new email thread with a sequance makes it so obvious that it`s an automatic email, which is something we all want to avoid. ... Mostrar más

Situation 1. Enrolling prospects into sequences where the first step is an automatic email. 2. I want to schedule my emails to go out at a specific time (mornings) and day.   Complication 1. The default "Send Time" is "Send Now". 2. When you enroll them with the Send Time as "Send Now", they start going out immediately and FAST (multiple per minute). 3. So, if you forget to delay the send, you can accidentally email a list of prospects later on a Friday afternoon 😄   It also makes it dangerous to send customized greetings like "Hope you had a nice weekend", or "hope you enjoyed the Chiefs game this weekend" because if you forget to schedule it for Monday, it's going to go out whenever you hit "enroll".   Solution ideas 1. Force the user to choose every time. That makes a ton of sense to me. If you don't leave it as "Send Now", then you would have to choose some other arbitrary time to default it to. 2. Choose an arbitrary time (say you determined it using AI ;D ) to default it to, like in the morning on the next business day. 3. Have a delay send for 5 minutes to let people undo     I have used Reply.io and Woodpecker, and they both have, IMO, better scheduling features, including this one. ... Mostrar más

I 100% would love to be able to have sequence emails and tasks (which are sent/created from contacts not tickets), automatically associated to the existing ticket instead of manually associating everything to the ticket.   Currently, every time a step in a sequence is actioned (email is sent or a task is created), I have to manually associate those emails and tasks sent/created by a sequence to the existing ticket.   Would be great to associate all activities that occur within the period a ticket is active to a contact, and all sequence activities that occur while a ticket is open associated with that ticket.   Thank you! ... Mostrar más

I am trying to create some reports on Sequences yet when I use the property, "last sequence enrolled" it is a numeric value, not alphanumeric/text.    Why would I want to display a number in a report and not the actual name of the Sequence?  I recommend creating a Last Sequence Enrolled by Name so reporting can be more useful for tracking and management.    ... Mostrar más

Sometimes when contacts are already enrolled in a sequence, the emails end up being schedule for a day that I'm either on vacation or it's a stat holiday.  Also, sometimes if contacts have been added to a sequence daily over a few days, too many emails end up scheduled for the same day, and an adjustment needs to be made to shift some of the emails forward by a day or two.    Currently, to edit the date an email is being sent,  I have to go in and individually edit each contact enrollment, one by one (from Sequences - Scheduled and then edit).   Ideally, there should be an option to select multiple contacts who are scheduled to have an email sent out, and edit the send date all at once (similarly to how task due dates can be edited in bulk).   This would save me a ton of time.  ... Mostrar más

Can you please add a calander on when to send/call in the sequence view. Todays solution with number of days is extremly un clear and unuser friendly. As an example we sent out an invitation today for the webinar last week due to a miss calculation that would not have happened if we had a calendar.    1 my role is in sales 2 to have userfriendly way of sending sequences 3 Not to send out invitations on the wrong days 4  Outreach for exampel.  5      Cheers.  Katarina ... Mostrar más

At the moment when enrolling a contact into a sequence you can set task to be created immediately or on a specifc date. Currently, this seems to be limited to only 6 months out from the day it is scheduled. We would like to request an option to extend this amount up to 12 or 18 months if possible. ... Mostrar más

Hi there,   It would be extremely useful to include a personalisation token for quotes in the automated emails that can be created for sequences. Having to copy and paste a URL everytime a quote is published is troublesome and should be automated in some way. ... Mostrar más

1. This is an update to sequences 2. Set the timezone for a particular sequence in the sequence settings 3. For users targeting multiple regions they can build sequences specific to that region and know that the timezone is correct whenever they enrol contacts. It takes a manual check out of the process of enrolling contacts, because despite setting the Account to a particular timezone it doesn't always default to that timezone when enrolling contacts. 4. Other email sequence tools allow you to build different timezone based schedules for each sequence ... Mostrar más