Tracking Sequence Exits

Participants can exit a sequence in several ways. Understanding how and why participants exit helps you optimize your sequences and track performance.

How Participants Exit Sequences

Meeting Exit Criteria

Similar to entering a sequence, a participant can exit when they meet the defined exit criteria, which are based on field evaluations. Exit criteria are checked periodically, approximately every 30 to 60 minutes, initiated by a scheduled cleanup job.

Sequence Completion

A participant automatically exits a sequence once they have completed all the assigned actions within that sequence.

Lead Conversion

For Lead or Campaign-type sequences, when a Lead is converted to a Contact, the participant exits the sequence. The completed actions and sequence history are transferred to the new Contact to preserve interaction history, as the Lead is deleted during the conversion process.

Sequence Deletion

If the sequence itself is deleted, all associated participants are removed from the sequence.

Junction Deletion

For Opportunity and Campaign sequences, if junction objects like “Opportunity Contact Role” or “Campaign Member” are deleted, the participant will also be removed from the sequence.

Manual Removal

A Guided Selling user can manually remove a participant from a sequence through the user interface.

Email Replies

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

These settings can be configured under the Settings > Email section of the Guided Selling application.

Record Merges

Records like Contacts and Leads can be merged with other records of the same type. When records that are part of a Guided Selling sequence are merged, it affects the participant’s involvement in that sequence.

Specifically, a participant will exit a sequence if their record is merged with another participant who is already associated with a sequence.

Tracking Exits

When a participant exits the sequence, a corresponding Participant Sequence History record is created. This record tracks relevant information regarding the participant’s iteration through the sequence, including:

• Entry and exit date and times
• Attribution details
• Last completed action
• Participant snapshot at the time of exit
• Exit criteria met

Exit Criteria Processing

Exit criteria are checked periodically, approximately every 30 to 60 minutes, initiated by a scheduled cleanup job. If a participant satisfies the exit criteria, they will be automatically disassociated from the sequence. Additionally, participants can be exited in near real-time if actions related to their sequence cause them to meet an exit condition. The specific path taken typically depends on the number of records being processed.

Best Practices

• Review exit reasons regularly to understand why participants are leaving
• Use exit criteria strategically to remove participants who are no longer qualified
• Monitor exit rates to identify sequences that may need optimization
• Use Participant Sequence History records to analyze exit patterns
• Configure email reply behavior appropriately for your business needs