Guided Selling Glossary

Participant Actions 

  • Action Activation Is the Action Manual or Automatic? (Email only)
  • Action ID Lookup to the Sequence Action (the Action record within the Sequence)
  • Action Name Pulls the name off the Sequence Action—it’s a formula so it updates in the event the Action is renamed
  • Action Opt Out If True, the action was skipped due to Email Opt out or Do Not Call being true on Lead or Contact records 
  • Action Template  Pulls the name of the Email Template—it’s a formula so it updates in the event the Action is renamed
  • Action Type Provides the action type. It’ll be an email, call, sms, or task 
  • Actual Execution Date The date and time the action was executed
  • Automated Voicemail  Was an automated voicemail used?
  • Automated Voicemail Used What automated voicemail was used?
  • Bad Merge Syntax Detected  True if a bad merge field is detected. This blocks the email from sending 
  • Call Connected Did a call last more than 90 seconds?
  • Call Disposition What disposition was used on a call?
  • Call Duration How many seconds was the call? 
  • Call By Hour of Day (Local) What local time was the call placed?
  • Called Back? Is this used?
  • Contact ID Lookup to Participant record when a Contact is used
  • Created By Running user who created the Participant Action
  • Draft If true, custom email content is in draft mode and not saved; the original email template will be sent. If false, new email content has been saved and is ready to send.
  • Draft Template ID Edited email template id, Edited from participant actions overview.
  • Email ID Legacy field no longer in use
  • Email Links Clicked True if a URL within the sent email was clicked
  • Email Opened True if the email sent was opened
  • Email Opened Date Date and time the email was first opened
  • Email Opens  Rollup the number of times an email was opened
  • Email Replied True if the email received a reply
  • Email Replied Date Date and time the email was replied to
  • Email Replies Rollup the number of times an email was replied to
  • Email Send Method LEGACY Legacy field
  • Email Sent True if the email was successfully sent
  • Email Sent Date Date and time the email was sent
  • Expected Execution Date Date and time the action is currently scheduled to become due
  • From Email Email address a sent email is sent from
  • Index Sequential number of the Action within the Sequence (starting at zero)
  • Is Field Update Pending Used on backend to make field updates are action is executed 
  • IsActionInitiated True when an email is sent to Server—Email Sent will be true once the email is confirmed to be sent 
  • IsActionPerformed True once an action is executed
  • IsConvertedToManualAction Legacy field
  • isDeferred True if the action is skipped by the user
  • Last Modified By User who last updated the record
  • Lead ID Lookup to Participant record when a Lead is used
  • Link Click Date Date and time that a URL was first clicked in a sent email
  • Link Clicked True if a URL was clicked in an email 
  • Lock Email Updates Set to true at the beginning of an email send transaction to stop replies from incorrectly posting
  • Nylas Message ID Legacy field
  • Nylas Thread ID Id of Nylas thread using email has been sent from RingDNA API.
  • Opportunity ID Legacy field 
  • Owner Owner of the action. Gets reassigned based on the delegation setting for the Sequence
  • Participant Action Name Name of Lead or Contact in the Sequence
  • Participant Company Name of the Company (Lead) or Account (Contact)
  • Participant Email Email address email was sent to
  • Participant ID Lead or Contact ID
  • Participant is Converted Backend field used in Participant Action deletion validation
  • Participant is Disassociated Backed field used in Participant Action deletion validation
  • Participant Name Name of the Lead or Contact
  • Participant Owner The owner name of the Lead or Contact
  • Participant Owner ID The owner ID of the Lead or Contact
  • Participant Phone The phone number to use on Engage for Call and SMS actions.
  • Participant Type Designates whether a lead or contact is in the Sequence
  • Popped from Queue The time that this Participant Action was removed from the Sequence Drip Queue 
  • Retry Count Number of attempts made to send the email before receiving confirmation 
  • Sequence Active True if the Sequence is active. If not, the Action will not show on Engage
  • Sequence ID ID for the Sequence
  • Sequence Name Name of the Sequence
  • Sequence Type Type of Sequence: Lead, Contact, Opportunity, or Campaign
  • Sequence Priority Priority of Sequence against others when matching for entrance 
  • Show on Engage True if Action is eligible to show on Engage—remains true after the action is completed   
  • Status Formula field for status of action. Statuses will be Future for upcoming actions, Active if currently due, Completed if action is executed, and Disabled if action is Inactive 
  • Subject 
  • System Deferral Reason Used to troubleshoot--will give reason an Action is skipped
  • Task ID Lookup field for an associated Task record 
  • Template Edited True if the user edited the Template on Enage or the Participant Action module. 
  • Template ID Template used for action 
  • Unique ID Identifier used on the backend to prevent duplicate actions
  • Update Expected Execution Date Used by the backend to keep actions up to date for execution timing 
  • Valid Draft Template ID  Used on the backend to validate the template  

 

Sequence

  • Action Count Number of Actions in the Sequence

  • Created By The user who created the Sequence
  • Delegated Owner Lookup Name of field used for Delegation
  • Drip Participants per Day Number of Participants to add to Sequence per day
  • Drip Prioritization Not currently in use
  • Entrance Criteria Full entrance criteria used (long text field so it can’t show in reports) 
  • Entrance Criteria PE Backend field used for troubleshooting
  • Exit Criteria  Full exit criteria used (long text field so it can’t show in reports) 
  • Exit Criteria PE Backend field used for troubleshooting
  • Last Modified By Last user to modify the Sequence
  • matching priority Priority is used when a record matches more than one Sequence 
  • Name Name of the Sequence
  • Owner The user who created the Sequence
  • Participant Activation How a participant enters the Sequence—manual or automatic 
  • Record Type Type of Sequence—Lead, Contact, Opportunity, or Campaign 
  • Reentry Enabled True if participants can re-enter the Sequence more than once
  • Status True if the Sequence is Active 
  • Total Participants Number of participants currently in the Sequence—used to limit participants to 10,000. 

 

Actions

  • Action Criteria PE Backend field used for troubleshooting
  • Action Criteria Criteria used to determine whether action should wait, be skipped, or be ready to execute
  • Action ID Identifier for Action 
  • Created By Running user who created the action
  • Day Number of days to wait before coming due following previous action 
  • Delegated Owner ID of field used to assign the Action
  • Delegated Owner Lookup Name of field used to assign the action 
  • Fields to Update Action Field to be automatically updated following action execution 
  • Hour Number of days to wait before coming due following previous action 
  • Index Sequential number of the action within the Sequence starting with zero
  • Last Modified By User who last modified the record 
  • Name Name of the Action within the Sequence
  • Priority Priority of the Action as it appears on Engage (High, Medium, or Low)
  • Priority_number
  • Sequence ID Name of the Sequence the Action is part of 
  • Skip Action Criteria Criteria for when the action will be automatically skipped 
  • Trigger Type Determines if the action is Immediate or Time Based. Immediate actions execute/show on Engage immediately following the previous action. Time Based will wait based on the Hours and Days set 

Participant Sequence History 

  • Attribution Threshold If a Lead conversion occurred on or after this time, it will be converted to the parent Sequence of this History record
  • Contact ID Contact record that was in the Sequence 
  • Conversion Attributed True if Lead Conversion falls within configured # days from Sequence Exit Date, this field will be
  • Converted Opportunity ID Opportunity record is created once a lead in a Sequence is converted 
  • Created By The user who exited the participant from a Sequence 
  • Exit Criteria Met Criterion met to exit participant from Sequence
  • Last Completed Participant Action Last Participant action completed prior to the exit from the Sequence  
  • Last Modified By The user who last modified the record 
  • Lead Converted Date Date the lead in a Sequence was converted 
  • Lead ID Lead record that was in a Sequence 
  • Opportunity Contact Role ID Lookup to the OCR for the Contact to the Opportunity (LEGACY)
  • Participant ID Lead or Contact in the Sequence
  • Participant Iteration How many times a participant has entered the sequence when re-entry is enabled
  • Participant Sequence History Number Sequence number identifying the Participant Sequence History record
  • Participant Snapshot
    • Grabs a snapshot of the lead or contact record to troubleshoot 
  • Sequence Entry Date
    • Date and time the participant entered the Sequence 
  • Sequence Exit Date
    • Date and time the participant exited the Sequence 
  • Sequence Exit Type Whether the participant was automatically or manually exited from the Sequence  
  • Sequence ID ID for the Sequence used in reporting 
  • Unique ID ID used on the backend

 

Was this article helpful?

/