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Convert an automation to a sequence

Convert an automation to a sequence in order to access sequence-only features.

After converting, you can use features like Control Groups, Test Run, A/B Testing, adding more messages, reporting, and more.

  • The automation name is copied to the sequence.
  • The automation trigger and settings are copied to the sequence.
  • The automation message content and settings are copied to the first message in the sequence.
  • The sequence status is the same as the automation status at the time of conversion: Started if the automation was active, and Paused if the automation was paused, or Draft.
  • The converted automation is archived and cannot be un-archived.
  1. Go to Messages » Messages Overview.
  2. Click for the automation you want to convert, and select Convert to: Sequence.

The next screen will be the Sequence ManagerA preview of the messages in a sequence, with options for editing and testing, and for running experiments. for the new sequence.