Managing Sequences

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Managing Sequences

Once sequences are created, you can manage them through various actions.

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Viewing Sequences

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Sequence List

The sequences page shows:

• Sequence name
• Number of steps
• Created date
• Updated date
• Actions menu

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Sequence Details

Click on a sequence to view:

• All steps in order
• Message content
• Delay durations
• Step configuration

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Editing Sequences

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Modify Sequence

Edit sequence content:

1. Click on sequence name
2. Click “Edit” button
3. Modify steps:
   • Update message text
   • Adjust delays
   • Add new steps
   • Remove steps
   • Reorder steps
4. Save changes

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Add Steps

Add new steps to sequence:

1. Open sequence for editing
2. Click “Add Step”
3. Select step type (Message or Delay)
4. Configure step
5. Position in sequence
6. Save

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Remove Steps

Delete steps from sequence:

1. Open sequence for editing
2. Click remove/delete on step
3. Confirm removal
4. Step is removed
5. Save changes

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Reorder Steps

Change step order:

1. Open sequence for editing
2. Drag steps to reorder
3. Or use up/down arrows
4. Save new order

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Duplicating Sequences

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Create Copy

Duplicate a sequence:

1. Select sequence
2. Click “Duplicate”
3. New sequence created with:
   • Same name + “(Copy)”
   • Same steps
   • Status: Draft
4. Edit copy as needed

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Deleting Sequences

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Remove Sequence

Delete a sequence:

1. Select sequence
2. Click “Delete”
3. Confirm deletion
4. Sequence is permanently removed

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Using Sequences in Campaigns

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Select Sequence

When creating campaigns:

1. Choose sequence option
2. Select sequence from dropdown
3. Sequence steps become campaign flow
4. Can customize per campaign

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Sequence Benefits

• Quick campaign setup
• Consistent messaging
• Reusable templates
• Easy updates

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Best Practices

1. Regular Updates: Keep sequences current
2. Test Changes: Test sequence modifications
3. Document Purpose: Add descriptions explaining sequence use
4. Version Control: Use naming to track versions
5. Review Performance: Monitor sequence effectiveness

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Troubleshooting

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Cannot Edit Sequence

If you cannot edit:

1. Check permissions
2. Verify sequence isn’t locked
3. Try refreshing page
4. Check for errors

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Sequence Not Appearing

If sequence doesn’t appear:

1. Check filters
2. Verify sequence exists
3. Refresh page
4. Check permissions