Reuse a sequence
Once you've developed a successful sequence, you can reuse it by sending it to new recipients, or by copying the sequence.
Add New Recipients
When you add new recipients to an active or completed sequence, all new recipients will receive that sequence! Click the sequence to open it, and then click the Add Recipients button:
- Add recipients from a Salesforce or Contact list. Salesforce lists and Mixmax contact lists can be imported as recipients to your sequence by clicking the corresponding button.
- Add many recipients at once by uploading a new CSV. Click CSV and select your CSV. This CSV should have the same columns as the original CSV, so you're sure to include all the information required by the variables in your sequence. You'll have the opportunity to edit the information in each cell before you send.
- Add recipients one-by-one. Type or paste email addresses into the Email column. We'll auto-fill any information we already have for each contact. You can enter additional information manually.
Schedule Stages For Your New Recipients
Schedule stages for your new recipients just as you would when first creating the sequence. Set the send time for Stage 1 and subsequent stages under Step 2 of the sequence: Edit Stages.
Activate Your New Recipients
Finally, go to the Confirm and activate step and click Activate Recipients in the bottom right corner.
Do you want to add someone to a sequence directly from Gmail? Here's how! Add a recipient to a sequence from the compose window.
Copy a Sequence
From your Sequences Dashboard, click on the three dots next to the Add Recipients button. Then click on Copy this sequence.
You will be given the option to rename the copied sequence and select which folder to copy the sequence to.
Click Copy Sequence and a copy of the sequence will be added to the selected folder.
Workspace members can copy sequences that are owned by other members of the Workspace. The copied version of the sequence will be owned by the person who copied it.