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Step-by-Step Guide to Using Contact Status Sequence
Step-by-Step Guide to Using Contact Status Sequence

Learn how to automate an action or series of actions based on a contact status.

Support Team avatar
Written by Support Team
Updated over a week ago

One of our most anticipated sequence features in BenchmarkONE is the ability to trigger automation based on the change to a Contact Status.

You can choose to automate when a Contact Status is edited manually, through automation or webhook.

Creating a Contact Status Sequence

  • Navigate to Tools > Sequences > + New Sequence.

  • Name your sequence.

  • Save to a specific folder (if necessary).

  • Choose Contact Status as Trigger Type.

  • Choose Contact Status from the dropdown window.

  • Choose if you want the sequence to run every time the status changes or only once.

  • Now it's time to decide what you want this tag score sequence to trigger. Add as many automated actions as you wish, but make sure they make sense.

** Note: Automation will trigger immediately when the contact meets the parameters you defined.

The most common ways people use Contact Status Sequences are to:

  • Send the Sales Rep a Notification email when a contact reaches a specific status

  • Create a deal when a prospect becomes a Lead (or other status specified)

  • Create a Follow-up Task for the Sales Rep once a contact moves to a specific status

  • Start or stop a Campaign based on the contact status

  • Send an email based on a status reached

  • Send a Webhook to push data out of BenchmarkONE and into another tool

What happens if you delete or merge a Contact Status?

You will not be able to delete a status that is tied to sequence. You will need to remove that sequence before deleting your status.
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If you merge statuses, the sequence tied to status you merged will now be tied to the status you merged into.

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