How to Create and Edit Rules

Rules

From your Engage tab, you can set specific Rules for your Sequences that consist of a Trigger and an Action - when X event happens...automatically do Y. 

There are Rules that RollWorks automatically applies to your account. A few examples include:

  • We automatically stop emailing a contact once they respond to a sequence
  • When a contact gets marked as Stopped- Company Unqualified the other contacts that belong to that company will also automatically be marked as Stopped- Company Unqualified and will no longer receive emails from RollWorks
  • When a contact positively responds to an email, the other contacts that belong to that company will be marked as “Stopped - Company Engaged” and will no longer receive emails from RollWorks

By utilizing the Rules feature, you can add additional customized Rules, as well as disable an existing default Rule.

Pro-tip: If you need a refresher on the different contact statuses and their definitions, visit this help article. 

Continue Engaging Contacts at a Company after a Positive Reply 

If after a contact positively responds, you’d like to continue engaging the other contacts at that company via RollWorks, you can deselect all of the Sequences in this Rule. Below are steps and a quick video on how to adjust this default Rule:

Step 1: Login to your RollWorks account and go to your Engage tab- Sales Automation section and select the Rules tab at the top. 

Step 2: Click on the pencil symbol in the right hand corner. Note: the default Rule is not able to be deleted, only edited. 

Step 3: Deselect the Sequence(s) you do not want this Rule to apply to. For this example, we would unselect all of the email Sequences listed in the Trigger column. 

By unselecting all the email Sequences in the default Rule, contacts will continue to be engaged even after a contact positively responds from their company. 

Step 4: Save your Rule ️ 

Note: contacts that have previously marked as "Stopped- Company Engaged" will not move back into "Nurturing", this Rule will only apply moving forward. 

 

Move a Contact to a New Sequence Based on Number of Opens or Clicks

You can also create a Rule that corresponds to the number of times a contact opens or clicks your email 

For example, you can set up a Rule that will move a contact to a new Sequence if they open your email more than 5 times. This new Sequence can be more customized, given that you know they’ve engaged with a previous email. Below are steps and a quick video on how to set this Rule up: 

Step 1: Login into your RollWorks account and go to your Engage tab, Sales Automation Section and select the Rules tab at the top. 

Step 2: Push New Rule in the right-hand corner and click on either Opens Email or Clicks Email. 

Step 3: If you select Opens Email, you will have the option to set the number of times a recipient has to open the email for this Trigger to create an Action and which email Sequence(s) this applies to. 

Step 4: Select the Move to Sequence option in the Actions column and select which email Sequence you'd like your contacts to move to. You can also select to stop engaging the contact. 

Step 5: Save your Rule ️ 

 

Frequently Asked Questions

Why would someone want to keep engaging contacts at a company if someone else from the company has positively replied?
Many companies have different departments that may not interact with each other. When a contact from one department responds they may not speak for everyone. In this case, you may want to continue to engage users from those other departments. 

Why would someone want to keep engaging contacts at a company if someone else has said that their product/ service is not a good fit?
If you are reaching out to large companies that span multiple cities or offices- it may make sense for your outbound efforts to continue engaging contacts from a particular company even if someone responds as says it's not a good fit. 

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