How to Edit a Sequence
Edit a sequence's title and content before sending to recipients.
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.
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2. Then click the “edit” button.
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3. From here, you can select a new template or edit the existing text. Then press save.
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How to edit an email in sequences:
1. To edit an email click the drop-down menu on the right-hand side.
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2. To edit an email click the drop-down menu on the right-hand side.
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3. From here, you can select a new template or edit the existing text. Then press save.
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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.