Recommended Playbook Settings
Open your Playbooks here.


LeadLoft’s Playbooks offer settings that allow you to place limits on outreach and control when and how leads are engaged.

Below are our recommended settings for Playbooks:

Sending Settings
Daily Enrollment: 10 to start and scale up to 40 after 1-2 weeks.
Schedule: Monday-Friday
Sending Timeframe: 7am-5pm
Time Zone: The time zone most of your recipients are in, CST if they’re all spread out.

Note for the Daily Enrollment setting: You can enroll unlimited leads into a playbook. If you surpass the daily enrollment limit, LeadLoft will schedule them to be enrolled in the future.

Safety Settings
Send Emails to Unverified Emails: Off
Eject from Playbook on Reply: On
Change Lead Stage when Enrolled: Engaging
Change Lead Stage on Reply: Potential
Change Lead Stage when All Steps are Completed: No Response
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