How to search and bulk re-assign a Ruleset in sequences

Objective

This guide provides Outreach users with step-by-step instructions on how to search for a specific Ruleset and bulk re-assign a new one in sequences.

Applies To

• Outreach Users
• Outreach Admins

Procedure

1. Log into the Outreach Platform.
2. Click on the Sequences under Content menu in the navigation sidebar.
3. Select the Add filter option and search for the specific Ruleset.
4. Select all desired sequences and click on the  More Options (three dots) next to the sequence.
5. Select Assign Ruleset from the dropdown menu and assign the new Ruleset.

Additional Information

Outreach Sequence Rulesets Overview

How To Delete a Ruleset

How To Remove (Delete) a Sequence