Sequence Instances
A Sequence Instance is created each time a Contact is added to a Sequence. The record holds the information about that instance and statistics about that instance.
To get to the sequence instances, you can go to Sequence Instances from the navigation menu.
The following screen displays, showing your Sequence Instance:
Sequence Instance List
Before going into a specific sequence instance record, you will see a list of them. There is some information here that is not within the record form and is different from the overall Sequence Statistics. These are:
- Step Number (Sequence Instance): This is the number of the step that the Contact is currently on.
- Last Engaged (Contact): The last date/time that the Contact clicked on an email or replied to an email.
- Last Contacted (Contact): The last date/time that you sent an email or made a phone to the Contact.
Sequence Instance Record
To open the sequence instance, you need to select the instance that you want to view and Double Click on the radio button or Double Click on an empty field.
Note: You need to double click to get to the Instance record as shown below.
- Sequence: This is the name of the Sequence that this instance belongs to and is a link to that Sequence record.
- Sequence Step: This will be the step that the Contact is currently on. That would mean the activity is created and waiting for interaction from the user, or that the timer is waiting to get to that acitivty.
- Start Date: The date and time that this Contact was added to the sequence.
- Last Action Completed On: Date and time that the last step finished. This would be when the email was sent or the manual activity was marked as Complete.
- Last Activity: The Activity previous to the one that the Contact is currently on. This is also a link to that Activity record.
- Next Action On: The date and time that the next action is due. If you open the record in the next field, you will see that the due date there matches the date in this field.
- Next Activity: The activity that is due next. This could be currently due or it could be waiting for the timer. In either case, the acitivity is already created.
- Status Reason: The options are -
- Pending Start: This will likely be the status when you first add someone to a Sequence. It is waiting to process the first step, which should not take more than a couple of minutes.
- Paused: There are several reasons why an instance can be paused:
- An Out of Office email will automatically put the instance in the paused state.
- If you want to manually pause this instance, then you can change the Status Reason to Paused. Nothing will continue, but the current activity will still show as due on the existing due date.
- If there is an issue with the instance, then it will automatically be paused so the issue does not continue. If this is the cause, you should see a Warning or Error event in Event Logs.
- Running: The Contact is currently active in the sequence.
- Opt-out: The Contact unsubscribed from receiving the emails. This can be done if you choose to add the Unsubscribe in you emails, via the setting on the Sequence Settings.
- Completed: The Contact went through the entire Sequence without replying or being cancelled.
- Cancelled: The User has manually cancelled this instance. This may be due to the contact reaching out in some other way, like calling or though LinkedIn.
- Out of Office Reply: An Out of Office reply was detected, and the instance is paused until you initiate it again.
- Replied: The Contact replied to one of your emails, which means they should now be engaging with you directly. There is a setting on the Sequence Settings that determines whether this status means that the Contact will continue on in the sequence or if the instance will be stopped.
- Bounced: The email address that was used bounced (usually this indicates that the email address is incorrect, but it could mean something else, like their mailbox is full). If it is on this status, then the instance will not proceed any further.
If any interaction happens after the status is set to Completed, then the status will stay as Completed.