Edit or duplicate a sequence

Edit sequence settings

Sequence settings include the sequence name, trigger options, and target (channels).

For active sequences, editing the audience channel selection may impact delivery, depending on whether a user is opted into newly selected channels and which Channel CoordinationA group of strategies you can use to target users where they are most likely to receive your message. strategy is chosen.

1. Go to Messages » Messages Overview and click for a sequence.
2. Click Settings in the header, and make your changes.
   • For the sequence name, click the name in the header, enter a new sequence name, then click Continue or Next.
   • Edit the Trigger and options or Target as you would for a new sequence.
      Note

     When configuring a continuation (downstream) sequence, the Trigger step lists the upstream sequence that will initiate the downstream sequence, and the Target step is eliminated since your audience is predetermined by the upstream sequence.

3. Click Save and continue.
4. Click Publish changes to apply the changes to a sequence that is already in progress.

Edit or remove sequence outcomes in the journey map

For active sequences, editing Cancellation EventsCustom Events that prevent an Automation, Sequence, In-App Automation, or Scene from sending/displaying if they occur while the Automation (or other) is in a delay period. will cause users to exit the sequence if they then perform a newly added event.

Edit an exit event:

1. Go to Journeys and select a sequence.
2. Click an exit event card, then click .
3. Make changes to the currently selected exit event, or click Cancel and select a different exit event and complete its configuration.
4. Click Save.

Remove an exit event:

1. Go to Journeys and select a sequence.
2. Click an exit event card, then click .

Remove a component from a journey:

1. Go to Journeys and select a component.
2. Click then Unlink.

The map will refresh to focus on the component you unlinked.

Edit message content in a sequence

Editing the content of messages in a started sequence has no impact on message delivery. For example, if you edit the content of message 3 and a user has not yet received message 3, the user will receive the updated version of message 3.

1. Go to Messages » Messages Overview and click for a sequence.
2. Click for the message you want to edit, and select Edit Message.
3. Go to the Content step and make your changes.
4. Go to the Review step and:
   1. (Optional) Send a test message and verify the appearance and behavior on each channel the message is configured for. The message is sent to your selected recipients immediately. Click Send Test, enter at least one named user or Test GroupA preview group is audience group used for previewing personalized content in the dashboard. Wherever a personalization preview is available, you can select a preview group, and its group members’ attributes will appear for any Handlebars references to attributes. You can enable any preview group as a test group so you can send test messages to its group members. These messages appear as tests in Messages Overview. and select from the results, then click Send.
   2. Click Save & Continue. You will return to the Manage screen.
5. Click Publish changes to apply the changes to a sequence that is already in progress.

Edit the name of a message in a sequence

Each message in a sequence is automatically named for the sequence name and its position in the sequence, e.g., Welcome Sequence 4. You can edit the name of any message in a sequence.

1. Go to Messages » Messages Overview and click for a sequence.
2. Click for the message you want to edit, and select Edit Message.
3. Click in the header.
4. Enter a new message name.
5. Click Save & Continue.
6. Go to the Review step and click Save & Continue. You will return to the Manage screen.
7. Click Publish changes to apply the changes to a sequence that is already in progress.

Edit delay and conditions for a message in a sequence

You can edit the delay period that must elapse before the message is sent and the conditions that your audience must meet to receive the message.

• For sequences using the Inactivity trigger, there is no delay setting for the first message.
• For active sequences:
  • Editing the timing delay between messages in a started sequence may cause users to exit the sequence. For example, if you edit the delay between message 2 and message 3, users who have already received message 2 will not receive message 3.
  • Editing the conditions for a message will cause users to exit the sequence if they don’t match the new conditions.

1. Go to Messages » Messages Overview and click for a sequence.
2. Click for Conditions or Message Delay, and configure as you would for composing a new message:
   • Conditions
   • Message delay
3. Click Publish changes to apply the changes to a sequence that is already in progress.

Duplicate a sequence

• The new sequence name is the original sequence name, with " - Copy" appended.
• If the original sequence was Started at the time of duplication, the new sequence status is Paused until you start it.

1. Go to Messages » Messages Overview.
2. Click for a 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.