Email & Send Limits

Role:

Sequence Admin

The Email settings page allows you to configure email-related behavior and limits for Guided Selling. These settings can be configured under the Settings > Email section of the Guided Selling application.

Email Configuration Options

The Email settings include options for:

Email Threading: Enables emails to be sent as a reply to previous emails sent for the same sequence
Per Day Email Limit: Configure an upper limit of Guided Selling emails a user can send per day
Sequence Removal: Configures what happens when a sequence email is replied to, receives an automatic response, or is undeliverable

Email Threading

Enable to have subsequent emails in the same sequence appear as a reply to a previous email. Configuring the email actions with the same subject is required for any email that you would like to appear as a reply. Results may vary, depending on the recipient’s email client settings.

Email threading behavior

Whether emails thread depends on subject lines and order. Use the same subject for each email you want in the same thread; do not manually add “Re:” to create threading.

Example 1 (threaded): Two email actions use the same subject (“Hello from Revenue.io!”) with Call or SMS actions between them. The emails will thread because they share the same subject and form an unbroken chain.
Example 2 (not threaded): One email has subject “Hello from Revenue.io!” and a later email has “Re: Hello from Revenue.io!”. They will not thread — subjects must match exactly; adding “Re:” does not produce threading.
Example 3 (not threaded): Two emails use the same subject (“Hello from Revenue.io!”) but a different-subject email is inserted between them (e.g., “Is now a good time?”). They will not thread because the chain is broken.

Send Limits

Guided Selling uses third-party integration to send all emails from each user’s connected native email account. Emails sent in quick succession or in a bulk send may be throttled by the app to avoid errors from your email provider, but emails will fail if aggregate limits are exceeded. Please check with your company’s email provider regarding:

Daily email send limits per user
Daily email send limits per organization
Single email send limits
Mass email limits

Email Reply Behavior

Participants can be automatically removed from sequences based on their email interaction. This includes:

When a participant replies to an email action
When their email address replies with an automatic response
When their email address becomes undeliverable

Email send limits are enforced by Salesforce and cannot be modified through Guided Selling settings. If you encounter limit issues, consider adjusting your email cadence or contacting Salesforce support.

Last updated on February 23, 2025