Share Sequences and Sequence Folders

You're already successfully reaching leads, customers and candidates with sequences — now you can share those best practices with your coworkers.

When you share sequences, your Group’s analytics will be aggregated together, so you can track your Group's performance. Shared sequences are available on our Small Business plan and higher.

Share a Sequence

To share a sequence, first, click on the Share or Edit Sharing icon in the top right.

Then, on the sharing pop-up window, click on the box to "Invite users or groups...", then search for the individual or Group you wish to share the sequence with. You can repeat this process until you have the desired list of users or Groups to share the sequence with.

Sharing Permissions

Choose the access level for the Groups or individuals you share your sequence with.

  • Can view: allowed to view and use only.  
  • Can edit: allowed to edit sequence, including content and settings. When the content and settings are edited, it will apply to everybody who has access to the sequence.

Share a Sequence Folder

If you have a large number of sequences in your Group, sharing sequence folders keeps them organized and neat for everyone.

To share a Sequence folder, similar to sharing a Sequence, simply click on the Share or Edit sharing icon in the top right. 

In the pop-up window that appears, you can search or select the individuals or Groups you wish to share the folder with.

You can share a folder with View or Edit permissions. With Edit permission, anybody can also add new sequences to the folder for sharing. When you share a sequence folder, every sequence within the folder will be shared with View permissions while it remains in that folder

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