Scaling Guided Selling

Guided Selling is designed to scale with your organization. Understanding scaling considerations helps you optimize performance and manage large numbers of participants and sequences.

Sequence Capacity

A sequence can hold up to 20,000 participants. This limit ensures optimal performance and system stability.

Scaling Strategies

Use Slow Drip

For sequences that match large numbers of participants, use Slow Drip to manage the flow:

• Control how many participants enter per day
• Prevent overwhelming users with too many actions
• Maintain manageable workload distribution

Optimize Batch Processing

• Monitor batch execution times
• Ensure batches complete within scheduled intervals
• Review batch logs for performance issues
• Adjust batch scheduling if needed

Manage Field Sets

• Only include necessary fields in field sets
• Keep field sets lean for better performance
• Review field set usage regularly
• Remove unused fields

Performance Considerations

• Sequence limits: 20,000 participants per sequence
• Batch timing: Batches run every 30 minutes
• Trigger performance: Keep triggers enabled for real-time processing
• Field set size: Limit fields in field sets to essential ones

Best Practices

• Monitor sequence participant counts
• Use exit criteria to maintain capacity
• Split large sequences into multiple sequences if needed
• Use Slow Drip for high-volume sequences
• Review and optimize sequence criteria
• Monitor batch performance regularly