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):


  1. Publish Sequence to Regie.ai
  2. Update Tags and Collections
  3. Update Ruleset
  4. Update Delivery Schedule
  5. Update Sequence Owner
  6. Update Sharing Options
  7. If 1st Email Task = Manual, Change from Automatic Email to Manual Email
  8. Update Task Priority (Urgent, High, Medium, Low)
  9. Activate Email Tasks
  10. Activate Sequence

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