Switching Email Sender (Assigned Sequence Mailbox) Mid-Sequence

Objective

The purpose of this article is to provide direction to Outreach Users regarding changing email senders mid-sequence. Users also need to follow the steps if they switch mailboxes, or if the old mailbox is removed or disconnected. 

Applies To

• Outreach Users

Procedure

1. Access the Outreach Platform.
2. Click on Sequences from the left panel.
3. Select the sequence that needs adjustment.
4. On the top of the sequence page, select "prospects" and filter by the prospects that need adjustment.
5. If needed, remove the "owned by me" filter on the top of the prospect list so you can see all prospects in the sequence.
6. Click More (three dots) button on the top of the page.
7. Select Assign Mailbox from the dropdown menu.
8. Select the mailbox you'd like future emails in this sequence to be delivered from. 
9. If you'd like all future e-mail steps to be delivered from the selected mailbox, select Yes, update the mailbox of any existing undelivered emails.
10. Confirm the update by clicking Assign.