How to Edit a Sequence

How to Edit a Sequence:

How to edit a text message in sequences:

1. To edit a text click the drop-down menu on the right-hand side.

2. Then click the “edit” button.

3. From here, you can select a new template or edit the existing text. Then press save.

How to edit an email in sequences:

1. To edit an email click the drop-down menu on the right-hand side.

2. To edit an email click the drop-down menu on the right-hand side.

3. From here, you can select a new template or edit the existing text. Then press save.

Caution

If the sequence is not in draft mode you will not be able to edit it.

Pro Tips

1. When choosing the sender of a text or email, remember there is a difference if you select "Sequence Initiator" instead of a person's name. If you choose "Sequence Initiator," the sender will appear as whoever on your team added the contact to the sequence. If you select a sender's name, the message will be sent from that person every time.

2. If you need help adding people to your sequence read the article, How to Add a Contact.