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Once you’ve created sequences, you’ll need to manage them over time. This guide covers editing sequences, managing active campaigns, and organizing your sequence library.

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Edit a sequence

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Edit sequence settings

1

Go to sequences

Navigate to Automation → Sequences.
2

Select the sequence

Click the sequence you want to edit.
3

Click Edit

Click Edit or the gear icon.
4

Update settings

Modify:
  • Sequence name
  • Description
  • Send schedule (business hours, days)
  • Reply handling options
5

Save

Click Save to apply changes.

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Edit sequence steps

1

Open the sequence

Navigate to the sequence.
2

Click on a step

Select the step you want to modify.
3

Edit content

Update the email subject, body, or timing.
4

Save step

Click Save to update the step.
Editing a step affects all future sends. People who already received that step won’t be re-sent the updated version.

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Add new steps

1

Open the sequence

Navigate to the sequence.
2

Click Add step

Click Add step at the end of the sequence or between existing steps.
3

Configure the step

Set timing, subject, and email content.
4

Save

Click Save to add the step.

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Remove steps

1

Open the sequence

Navigate to the sequence.
2

Find the step

Locate the step to remove.
3

Click Delete

Click the delete icon on the step.
4

Confirm

Confirm the deletion.
Removing a step skips it for active enrollees who haven’t reached it yet. They’ll move to the next step in the sequence.

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Pause and resume

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Pause a sequence

Stop all sends temporarily:
1

Open the sequence

Navigate to the sequence.
2

Click Pause

Click the Pause button.
3

Confirm

The sequence shows as “Paused.”
When paused:
  • No emails are sent
  • Enrollees remain in their current position
  • New enrollments are held

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Resume a sequence

1

Open the paused sequence

Navigate to the sequence.
2

Click Resume

Click the Resume button.
3

Sequence resumes

Emails begin sending again from where they paused.

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Pause for a specific enrollee

Pause just one person without affecting others:
1

Go to enrollees

Open the sequence and click Enrollees.
2

Find the enrollee

Locate the person to pause.
3

Click Pause

Click the pause icon next to their name.

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Manage enrollees

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View active enrollees

1

Open the sequence

Navigate to the sequence.
2

Click Enrollees

Click the Enrollees tab.
3

View list

See all current enrollees, their status, and progress.

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Enrollee statuses

StatusMeaning
ActiveCurrently progressing through sequence
PausedTemporarily stopped
CompletedFinished all steps
ExitedManually removed or auto-exited
RepliedResponded to a sequence email

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Remove an enrollee

1

Find the enrollee

In the enrollees list, locate the person.
2

Click Remove

Click the Remove or exit icon.
3

Confirm

They won’t receive further emails from this sequence.

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Bulk enrollee actions

Select multiple enrollees for bulk actions:
  1. Check the boxes next to names
  2. Choose action from bulk menu:
    • Pause selected
    • Resume selected
    • Remove selected

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Duplicate a sequence

Create a copy to modify:
1

Open the sequence

Navigate to the sequence to copy.
2

Click Duplicate

Click the … menu and select Duplicate.
3

Name the copy

Enter a name for the new sequence.
4

Edit as needed

Modify the duplicated sequence.
The copy includes all steps but no enrollees.

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Archive a sequence

Remove unused sequences from your active list:
1

Open the sequence

Navigate to the sequence.
2

Click Archive

Click the … menu and select Archive.
3

Confirm

The sequence moves to archived.
Archiving a sequence exits all active enrollees. Make sure the sequence is empty before archiving.

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View archived sequences

1

Go to sequences

Navigate to Automation → Sequences.
2

Show archived

Toggle Show archived or filter by status.

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Restore an archived sequence

1

Find archived sequence

Show archived sequences.
2

Click Restore

Click Restore on the sequence.
3

Sequence is active

It returns to your active sequences list.

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Delete a sequence

Deleting a sequence is permanent and cannot be undone. All historical data about the sequence is removed.
1

Archive first

Archive the sequence and exit all enrollees.
2

Find in archives

Locate the archived sequence.
3

Click Delete

Click Delete in the menu.
4

Confirm deletion

Type the sequence name to confirm.

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Organize sequences

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Use naming conventions

Organize sequences with consistent names:
  • [Type] - [Purpose] - [Version]
  • “Prospect - Initial Nurture - v2”
  • “Client - Annual Review Follow-up”
  • “Referral - Thank You Series”

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Group by purpose

Consider grouping sequences:
  • Prospect sequences — Nurturing leads
  • Client sequences — Ongoing engagement
  • Event sequences — Webinars, seminars
  • Seasonal sequences — Year-end, tax season

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Review performance

Regularly check sequence metrics:
  1. Open rates by step
  2. Reply rates
  3. Completion rates
  4. Unsubscribes
Low-performing sequences should be revised or archived.

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Sequence analytics

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View sequence performance

1

Open the sequence

Navigate to the sequence.
2

Click Analytics

Click the Analytics or Reports tab.
3

Review metrics

See performance data for the sequence.

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Key metrics

MetricWhat it measures
Enrollment rateHow many people start the sequence
Open ratePercentage who open emails
Reply ratePercentage who respond
Completion ratePercentage who finish all steps
Exit ratePercentage who exit early

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Troubleshooting

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Emails not sending

Check:
  • Sequence is not paused
  • It’s within business hours
  • Enrollee hasn’t exited
  • Email integration is connected

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Enrollees stuck

If someone isn’t progressing:
  • Check if they’re paused
  • Verify the wait time hasn’t passed
  • Look for errors in the enrollee detail
See Troubleshooting for more help.

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Next steps

Creating sequences

Build new sequences

Sequence steps

Design effective steps