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Manage Steps in a Sequence

Written by Premsanth Rajamani

Edit, delete, or reorder the steps in a sequence at any time.

šŸ‘‰ Edit a step

  1. Go to the sequence you want to modify.

  2. Hover over the More Options icon (ā‹®) on the step you want to edit.

  3. Adjust the content or the delay before the step sends. For example, to make Step 2 send 4 days after Step 1, set the delay to 4 days and click Update.

šŸ‘‰ Delete a step

  1. Go to the sequence you want to modify.

  2. Hover over the More Options icon (ā‹®) next to the step you want to delete.

  3. Click the delete icon and confirm. The step is permanently deleted.

šŸ‘‰ Move a step

Two ways to reorder steps:

  • Drag and drop: click and hold the step, drag it to the new position, and release.

  • Up/down arrows: hover over the step's More Options icon (ā‹®) and click the up or down arrow.

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