- Automated Task Settings
- Unsubscribed rules
- Bounced email rules
- Domain verification
- Task And Cadence
- Lead scoring
- Advanced Workflow
The settings page contains a lot of attributes and features. General settings is one of them. Under the section General Settings, there are many fields. Here is a brief discussion of that:
Automated Task Settings
The steps to go to Automated task settings are as follows:
- Go to settings page > General settings
These settings consist of the following things:
A. Working days: You can set your working days here. This is to make sure that your automated tasks(Mail, SMS, etc.) are only completed on your working days.
B. Working time: You can set your working time here. This is to make sure that your automated tasks(Mail, SMS, etc.) are only completed during your working time.
C. Maximum mail sent per day: You can set the maximum number of emails you want to send per day( This count is applied for both automated as well as semi-automated emails).
D. Maximum sms sent per day: You can set the maximum number of sms you want to send per day.
E. Delay between emails: Here you can set the delay you want between your 2 consecutive emails. There are 2 types of delay that you can set:
- Fixed: Here you can specify the exact delay you want.
- Random: Here you can specify the range in which you want your delay i.e you can set a higher range and a lower range. Now, the delay will be a randomly selected time which will be between your specified range
Things to remember here
- Here you have to set up your rules for when people unsubscribe.
- Here you must select the task that will be skipped from the cadence if people unsubscribe. You can see the available tasks in the picture:
- Only Admin or Manager can create unsubscribe rules for a task for a Group or a User.
Bounced email rules
- What is a Bounced email?
A bounced email is an email that cannot be delivered to an email server because the email address for the lead is invalid.
- How does it work?
Bounced Email Rules are settings that allow you to specify which tasks should be skipped in the event of a bounced email. When an email bounces, an activity will be created for the lead indicating that the email has bounced. Depending on the Bounced Email Rules that you have set, tasks that are meant to be skipped will be skipped automatically. If all of the tasks are meant to be skipped according to the settings, then the cadence will be marked as completed.
- More details about it
i. In the Bounced Email Rules settings, you can see and choose the tasks that will be skipped in the event of a bounced email for a lead. Reply node types and Automated Reply node types are not shown under the tasks because they are included in the Mail and Automated Mail tasks, respectively.
ii. You also have the option to add exceptions, such as Group and User, to the Bounced Email Rules. This means that you can specify which tasks should be skipped for certain groups or users in the event of a bounced email.
- In this section, you can create and manage a custom domain for your organization, for email and unsubscribe tracking.
- To set up a custom domain you must fill in some important fields, the fields are
- i. Step 1: Enter domain name: In this field, you have to enter the domain name.
- ii. Step 2: Enter host name: In this section, you have to enter the host name.
- iii. Step 3: Hostname record type: in the next field, you have to enter the hostname record type.
- iv. Step 4: Up next, you have to click on Generate new value.
Task And Cadence
Task settings refer to the settings that can be applied to tasks in a cadence. These settings include maximum tasks per day and late task duration
A. Maximum tasks per day: Here we can set the maximum number of tasks a user can perform in one day.
- In the above example, a user can perform a maximum of 900 tasks in a day. After completing 900 tasks in a day, he won’t get another task for that day.
B. Late task duration: Here we can define that after how much time a particular type of task should be considered late.
- In the above example, we can see a mail task is considered late after 3 minutes, and a WhatsApp task is considered late after 7 minutes.
- This time is calculated from the moment a task comes on the user's task page. For example, if a call task comes on the user’s task page at 12:30 pm then it will be considered as late after 12:33 pm.
- For late tasks, a late tag is shown
*(Note:Admin or Manager can create specific exceptions for a Group and a User)
Skip task settings
• Skip task Settings is used to define reasons that can be selected by the user while skipping a task and which tasks need a reason to be skipped, non-selected tasks can be skipped without choosing a reason.
A. Using the Add Reason button you can add a Reason which will be shown while the user tries to skip a task. The Other Reason is always present.
B. Under the Tasks checklist, you can define which tasks will need a reason before being marked as skipped.
Lead scoring is a frequently used method for qualifying leads, or deciding whether to transfer a lead from your marketing team to sales. Users can use various actions to contribute to a lead’s score, including the number of emails sent, clicked, opened SMS, SMS link clicked, and incoming calls received. These factors make up a lead-scoring model.
To know more about this feature you can visit:
1. Workflows consist of two things:
i. Triggers: It represents an event.
ii. Action: It represents the action that will be taken for a trigger
2. One Trigger can have multiple actions.
C. Standard Workflow:
To learn more about this feature, check out this article:
B. Advance Workflow:
Using it users can create a workflow for specific cadence
To learn more about this feature, visit this article:
3. The user cannot create two triggers for the same event
Users can set up custom webhooks in order to "disqualify" and "convert" directly from Cadence using Add webhook button To learn more about this feature, click here. In this referred article, you read more about webhooks under the heading Setting up Custom Webhook.
Frequently asked questions
- Q: What are the things that will be strictly done during working time?
Ans: Your working time will be checked while sending an automated MAIL/SMS and creating your new task.
- Q: Will the delay also be applied to automated SMS?
Ans: No. Delay is only used for automated emails.
- Q: Can I skip a task without choosing a reason?
Ans: Yes, you can skip a task without choosing a reason if the task is not selected under the Tasks checklist in Skip Settings.
- Q: Can I edit or delete a reason that I have added?
Ans: Yes, you can edit or delete a reason by clicking on the edit or delete icon next to the reason in Skip Settings.
- Q: Do all tasks need a reason to be skipped?
Ans: No, only the tasks that are selected under the Tasks checklist in the Skip Settings need a reason to be skipped. The other tasks can be skipped without choosing a reason.
- Q: What happens if an email bounces?
Ans: An activity will be created for the lead indicating that the email has bounced. Depending on the Bounced Email Rules that you have set, tasks that are meant to be skipped will be skipped automatically. If all of the tasks are meant to be skipped according to the settings, then the cadence will be marked as completed.
- Q: Can I specify which tasks should be skipped for certain groups or users in the event of a bounced email?
Ans: Yes, you can add exceptions, such as Group and User, to the Bounced Email Rules. This means that you can specify which tasks should be skipped for certain groups or users in the event of a bounced email.