Campaign/ Sequence Publication Checklist
Dindo Fernandez
Last Update il y a 2 ans
Here is a handy checklist you can use when publishing campaigns from Regie to your Sales Engagement platform (this list is specific to Outreach steps):
- Publish Sequence to Regie.ai
- Update Tags and Collections
- Update Ruleset
- Update Delivery Schedule
- Update Sequence Owner
- Update Sharing Options
- If 1st Email Task = Manual, Change from Automatic Email to Manual Email
- Update Task Priority (Urgent, High, Medium, Low)
- Activate Email Tasks
- Activate Sequence