If your sequence is already running and you want to make some changes, you can do so. There are some limitations and nuances depending on your sequence status (scheduled, active or paused). Here are the things that can and cannot be edited, and what to expect upon saving those changes.
How to edit a sequence
To edit a sequence that is scheduled or active, click into the Sequence and select edit on the top right corner. When you're done editing, remember to save your work.
When and how can a sequence be edited?
Scheduled Sequence:
Edit sending window | Yes |
Edit content | Yes |
Remove individual leads | Yes |
Convert tasks to automatic or manual | No |
Add additional steps between stages | No, but additional steps can be added onto the last stage of the sequence |
Edit amount of leads added per mealbox per day | Yes |
Edit days between stages | Yes |
Live Sequence:
Edit sending window | Yes, but on active sequence may reset daily leads and push to following day |
Edit content | Yes, for stages that are not yet populated |
Remove individual leads | Yes |
Convert tasks to automatic or manual | No |
Add additional steps between stages | No, but additional steps can be added onto the last stage of the sequence |
Edit amount of leads added per mealbox per day | Yes, will take effect on the next day of scheduled sending |
Edit days between stages | Yes, but will populate on the following day |