Edit or duplicate a sequence

Follow these steps to duplicate or edit a sequence.

Edit sequence settings

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

 Important

Do not edit a sequence that has a control group. See: Sequence Control Groups.

 Tip

  • Do not pause a sequence before you edit it. Edit the sequence, then click Publish changes. You can also test the sequence before publishing changes.
  • You should only pause a sequence when you want to stop it and use it at a later date. Paused sequences remain in your project and can be edited and started again at any time.

  1. Go 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, Target, and Outcomes as you would for a new sequence.
       Note

      When configuring an added (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 map

You can edit or remove exit events in the map. You cannot edit or remove a continuation sequence.

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   and confirm removal.

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.

 Important

Do not edit a sequence that has a control group. See: Sequence Control Groups.

 Tip

  • Do not pause a sequence before you edit it. Edit the sequence, then click Publish changes. You can also test the sequence before publishing changes.
  • You should only pause a sequence when you want to stop it and use it at a later date. Paused sequences remain in your project and can be edited and started again at any time.

  1. Go 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 an audience group you create for previewing personalized content in the dashboard. Wherever a personalization preview is available, you can select a preview group, and those users’ attributes will appear for any Handlebars references to attributes. You can enable any preview group as a test group so the users can receive test messages sent to the group. 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 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

 Important

Do not edit a sequence that has a control group. See: Sequence Control Groups.

 Tip

  • Do not pause a sequence before you edit it. Edit the sequence, then click Publish changes. You can also test the sequence before publishing changes.
  • You should only pause a sequence when you want to stop it and use it at a later date. Paused sequences remain in your project and can be edited and started again at any time.

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 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:
  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.