Tracking Sequence Exits
Guided Selling exits any remaining participants with the exit reason Sequence Deleted before changing the sequence lifecycle status to Deleted. Historical Sequence Association, task, and attribution data are preserved.
Deleting a Draft sequence permanently deletes the sequence because Draft sequences have not been activated and do not have participant history.
For more information, see Sequence Lifecycle.
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 record that is the master record. If the master record is in a sequence, the merged record will retain that record’s progress in the sequence. If the master record is not in a sequence, the merged record will not be in a sequence.
Exit Reason Reference
When a Sequence Association is completed, Guided Selling records information about how and why the participant exited.
Sequence Exit Type records whether the exit was Manual or Automatic. For predefined exit events, Sequence Exit Criterion Met stores the human-readable exit reason.
The following exit reasons can be recorded:
| Exit Reason | Description |
|---|---|
| Sequence Deleted | The participant was exited because an Active or Inactive sequence was safely deleted. Remaining participants are exited before the Sequence lifecycle status changes to Deleted. |
| Sequence Completion | The participant completed all assigned actions in the sequence. |
| Met Exit Criteria | The participant matched the configured exit criteria. For criteria-driven exits, the field can contain the human-readable criteria that were matched. |
| Manual Removal | A Guided Selling user manually removed the participant from the sequence. |
| Email Replied | The participant replied to a sequence email and the configured email exit behavior removed them from the sequence. |
| Auto Reply Email | An automatic email response triggered the configured email exit behavior. |
| Email Undeliverable | The participant’s email was identified as undeliverable and the configured email exit behavior removed them from the sequence. |
| Lead Conversion | A Lead participating in a sequence was converted to a Contact. |
| Record Merge | The participant exited as a result of a Lead or Contact record merge. |
| Junction Deletion | A related junction record, such as an Opportunity Contact Role or Campaign Member, was deleted. |
| Campaign Deleted | The Campaign associated with a Campaign sequence was deleted. |
| Opportunity Deleted | The Opportunity associated with an Opportunity sequence was deleted. |
Tracking Exits
When a participant exits the sequence, the corresponding Sequence Association record’s status is updated to Completed. 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 type
- Exit reason or exit criteria met
For Salesforce Admins who want to audit or report on exits, review these Sequence Association fields:
RDNACadence__Sequence_Exit_Date__c: Records when the participant exited the sequence.RDNACadence__Sequence_Exit_Type__c: Records whether the exit was Manual or Automatic.RDNACadence__Sequence_Exit_Criterions_Met__c: Records the human-readable exit reason or, for criteria-driven exits, the exit criteria that were met.
For full object and field definitions, see Sequence Association.
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 Completed Sequence Association records to analyze exit patterns
- Configure email reply behavior appropriately for your business needs