The system can automatically trigger a call to the contact once an email is opened a specific number of times. In this article, you will learn how to manage and set up these calls.
💡 Important:
The Cloud Calls must be enabled.
The contact should have a valid phone number in the Phone field.
Once you are ready to trigger the calls for your prospects, follow these steps:
Go to the Settings tab of your sequence
Move to the Calls handling tab
Turn the Automatically call on opens toggle on
Choose the number of opens
The minimum value of opens to trigger the call is 3 but we recommend sticking to 4-7 opens for a call.
If you activate the Pause on successful call toggle, we will not email the contact after the successful call (more than 6 seconds).
Here is what happens when you set everything up: the system calls your prospect, but connects with you first, telling you the sequence name and the contact's name and offers a call. You can either accept the connection or decline it.
💡 Keep in mind: the system will try calling a contact only within the scheduled hours. If the contact triggers the call outside the schedule, we will wait until the next opening.