How To Apply a Ruleset to a Sequence

Purpose:

The purpose of this article is to provide direction to Outreach users in applying a ruleset to a sequence in Outreach. 

Intended Audience: 

• All Outreach Users

When creating sequences, the ruleset designated as the default will automatically apply, but you can click into the sequence settings to adjust. 

For more information on creating a sequence, refer to the applicable article. 

How To Apply a Ruleset to a Sequence 

1. Access the Outreach platform. 
2. Click Sequence icon (paper plane) in the navigation sidebar. 
3. On the Sequence List View page, click the applicable sequence. 
4. On the Sequence Steps configuration page, click Settings in the menu bar. 
5. On the Sequence Settings landing page, click Edit to the right of the Sequence Ruleset: dropdown menu. 
6. Select the applicable ruleset from the Sequence Ruleset: dropdown menu. 
7. Click Apply. 
8. Click Save.
   
   The new ruleset is applied to the applicable sequence.

For more information regarding rulesets, refer to the Sequence Ruleset Overview article.