Editing Live Sequences: Adding and Deleting Stages

Adding Stages to a Live Sequence

You can add new stages to a Sequence while it is live. Here are the main points to know:

• Where you can add stages:

  • At the beginning, between existing stages, or at the end of the Sequence.

• What happens to leads:

  • If you add a stage at the beginning or in the middle, leads that have not yet reached that point will go through the new stage.

  • If you add a stage at the end, only leads that are still active (not completed yet) will go through the new stage. Leads that have already finished the Sequence will not be affected.

• How it affects your Sequence data:

  • The Sequence will always show the newest version you published.

• Example: Adding a Stage at the Beginning of a Live Sequence

Before Adding a New Stage:

• The Sequence originally had two stages.

• 25 leads had already completed the first stage (LinkedIn - Profile Visit).

After Adding a New Stage at the Beginning:

• A new stage (LinkedIn - Like Last Post) was added before the existing ones.

• You can see that this new stage shows 0 completions because no leads passed through it before it was added.

• The existing leads remain recorded against the original stages.

As a result, the stage breakdown may not look like a continuous funnel because the added stage has no historical data.

Deleting Stages from a Live Sequence

You can also remove stages from a live Sequence under certain conditions:

• When you can delete a stage:

  • You cannot delete a stage if it is the only stage in the Sequence.

  • You cannot delete a stage if another stage depends on replies from it.

• What happens to leads:

  • If the deleted stage has another stage after it, leads will move directly to the next stage.

  • If there is no next stage, leads will complete the Sequence once they finish the current stage.

• Impact on your Sequence stats:

  • Deleting a stage does not affect or remove Sequence statistics. Stats are based on the actions of leads, not the current list of stages.

  • Leads who completed an action in a now-deleted stage will still have their activity recorded.

  • Example:

    • Suppose a Sequence has three stages: an Email, a LinkedIn step, and a Call.

    • The Sequence shows a 50% email open rate.

    • If you delete the Email stage, the 50% open rate will remain because the leads who opened the email are still part of the Sequence history.

    • When you view these leads, you will still see that they opened an email as part of the Sequence, even though the email stage was later deleted.

  • Because of this, the stages you see today may not exactly match the journey that all leads originally followed.

Auditing Changes to Live Sequences

The Activity Logs provide a detailed record of modifications to the Sequence, including additions, deletions, and reordering of stages.