Sequence Metrics
Roles:
AgentManager
The Participant Overview Module displays sequence metrics for individual participants, showing their progress and engagement with sequences.
Participant-Level Metrics
On the Lead or Contact record, the Guided Selling component shows metrics related to that participant’s sequence activity:
- Current sequence: The sequence the participant is currently associated with
- Action progress: How many actions have been completed out of the total
- Sequence status: Whether the participant is active, completed, or exited
- Engagement metrics: Email opens, replies, and other engagement data
Relevant Fields on Lead/Contact Records
Leads and Contacts maintain a record of their sequence activity. This tracking is important for understanding their behavior as participants and for extracting valuable insights regarding their performance.
| Field Name | Description |
|---|---|
| Most Recent Sequence Entered | Lookup field to the sequence the Lead or Contact is currently associated with |
| Sequence Type | Indicates the type of sequence (Contact, Lead, Opportunity, Campaign) |
| Number Of Deferred Sequence Actions | Count of participant actions skipped (deferred) for the Lead or Contact across all sequences they were involved with |
| Number Of Performed Sequence Actions | Count of participant actions performed for the Lead or Contact across all sequences they were involved with |
| Number Of Sequence Emails Sent | Count of participant email actions sent for the Lead or Contact across all sequences they were involved with |
| Number Of Sequence Emails to Opened | Count of participant email actions opened for the Lead or Contact across all sequences they were involved with |
| Number Of Sequence Emails to Reply | Count of participant email actions replied to by the Lead or Contact across all sequences they were involved with |
Using Participant Metrics
These metrics help you:
- Understand engagement: See how participants are interacting with sequences
- Track progress: Monitor how far participants have progressed
- Identify issues: Spot participants who may need attention
- Measure effectiveness: Evaluate how well sequences are working for individual participants
Best Practices
- Review participant metrics regularly
- Use metrics to identify participants who need follow-up
- Track engagement to optimize sequences
- Compare metrics across participants to identify patterns
- Use metrics to inform personalized outreach
Last updated on