How To Enable Adding Prospects To Transactional Sequences

Purpose: 

The purpose of this article is to provide direction to Outreach users in enabling the addition of Prospects to a transactional sequence. 

Note: Because Transactional Sequences allow communication with a Prospect to take place outside of their opt-out settings, Outreach recommends discussing any legal questions with your company's corporate lawyer to determine what is considered transactional material and content. 

How To Add Prospects To Transactional Sequences

1. Access the Outreach Platform. 
2. As an Admin, click on Administrations (The Gear Icon). 
3. Click Profile under the Users & Permissions section.
4. Click the applicable profile. 
5. Check the box for Can use transactional sequences.
6. Click Save.