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 minutes by default, initiated by a scheduled Association Processing job. If a record update is performed by a Guided Selling user that results in the participant matching exit criteria, it will be exited immediately.

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 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.

Tracking Exits

When a participant exits the sequence, a 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 criteria met

For Salesforce Admins who want to audit or report on exits, review these Sequence Association fields:

• RDNACadence__Sequence_Exit_Date__c
• RDNACadence__Sequence_Exit_Type__c
• RDNACadence__Sequence_Exit_Criterions_Met__c

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