Purpose:
The purpose of this article is to provide information to Outreach Users regarding various sequence states.
Intended Audience:
- Outreach Users
Notes:
- Sequence states are different from the Sequence Stages a Prospect is associated with. While Sequence Stages can be updated manually, a Sequence State represents where a Prospect is in the Sequence.
- Prospects are considered active in a Sequence unless in a Finished (Replied), Finished (No Reply), or Opted-Out state.
Sequence States Overview:
Outreach provides Users the ability to identify where Prospects are in a Sequence by classifying Prospects into a Sequence State.
Accessing Sequence States for Prospects in a Specific Sequence
Outreach provides Users multiple ways to access sequence states; however, for those Users wanting to take action across multiple sequences:
- Access the Outreach Platform.
- Click the Sequence icon (paper plane) in the navigation sidebar.
- Sort, filter, or search to locate the applicable sequences.
- Select a Sequence.
- Click on the Prospects tab.
Alternatively, Users can access Sequence States in bulk by clicking the User's initials (avatar) in the navigation sidebar, and selecting Sequence States under the System Activity section of the Settings Panel.
Sequence States are classified as described in the table below:
| Sequence State | Description |
|---|---|
| Pending | The sequence has not been enabled from the master toggle. It could also mean that the daily throttle limit has been reached or there is not an available delivery time in the assigned schedule. |
| Active | The sequence is enabled and the prospect is on a step ready to receive the email or task assigned to the particular step. |
| Paused |
The user has manually paused the prospect within the sequence. Paused prospects remain paused in the sequence until the user resumes the prospect. A Paused state will also occur if there is no template on an email step. |
| Paused OOTO | The mailing was sent to a prospect and an Out of Office (OOO/OOTO) response was received. By default, prospects automatically resume unless otherwise configured, in which case prospects remain paused until manually resumed. |
| Disabled | The sequence as a whole has been disabled, a sequence step has been disabled, or a sequence setup does not have an assigned template. |
| Failed | The mailing failed to send. Hover over the failed label for more information. |
| Bounced | The email bounced. Access the applicable prospect's profile and click the bounced message in the activity feed for more information. |
| Finished (Replied) | The prospect replied to a mailing or answered a sequenced call and will no longer proceed through the sequence. |
| Finished (No Reply) | The prospect received all the steps in the sequence as configured, did not respond, and will no longer proceed. |
| Opted-Out | The prospect has selected the unsubscribe link to opt-out of communications in the future. |
Each Sequence State is clickable, providing Users access to more information regarding the state.
A Note About Pending Prospects:
When Prospects are added to a sequence, they may show as pending. The following table describes why a prospect is in a pending state:
| Pending State | Description |
|---|---|
| Outside of Sequence Schedule | The Prospect is waiting for the next available time according to the sequence schedule. The Prospect will activate on the next delivery window. |
| Sequence Throttle Met - Daily Limit | The daily limit of Prospects allowed has been reached. The Prospect will activate on the next delivery window. For more information, refer to the Sequence Throttle article. |
| Sequence Throttle Met - Max Active Prospects | The total number of active Prospects allowed for this sequence has been reached. The Prospect will automatically activate once it is no longer at capacity. For more information, refer to the Sequence Throttle article. |
| Sequence Disabled | The sequence master toggle has been disabled. For more information, refer to the How To Create a Sequence article. |
| Pending Reason Unknown | The Prospect is pending for an unregistered reason. Contact your Outreach Admin for direction. |
| Auto Activate Disabled | Prospects must be manually activated through the sequence. |
Additional Resources:
Outreach University - Sequences