How to rename a Sequence
Open the Sequence you want to rename and click its name at the top of the page. A panel opens where you can edit the Name field. Changes save as you type; there is no Save button.
A few things worth knowing:
The same panel lets you move a Sequence into a different folder so you can rename and re-file in one go.
A Sequence has to have a name. If you clear the field, the empty name will not be saved.
Renaming is not restricted to unused Sequences the way stage edits are. You can rename a Sequence at any point, including while recipients are active in it.
Requirements for editing stages in a Sequence
Mixmax users can delete a stage and switch stages of an unused Sequence. To do so, the following requirements need to be met:
A Sequence needs to have more than one stage. If it has only one stage, you can't delete or switch it.
The Sequence must be unused: Users cannot delete or switch stages once it has been activated. Sequences activate once recipients are added, and you can't delete stages if any recipients were ever added to them, even if they're no longer active.
You can't delete stages in used Sequences to preserve the activity records of recipients who went through them. This supports accurate analytics and reporting. Instead, you can copy the Sequence, edit the new copy, and archive the old one.
How to delete a stage
To delete a stage in a Sequence, hover over it. A trash can icon will appear. Click the icon to remove the stage.
What happens after a stage is deleted?
When you delete a stage, the next stage takes its place. For example, after you delete stage 1, stage 2 becomes the new stage 1.
Deleting stage 1 removes the conditional trigger for the following stage. For example, if you delete stage 1 and stage 2 says "If not read after 3 days," stage 2 will lose this conditional trigger because stage 1 cannot have any conditional triggers.
Deleting a stage that's not stage 1 may change the conditional trigger for the following stage. Check out the details below, as this behaves similarly to reordering stages.
How to reorder stages
In an unused Sequence, navigate to the Stages tab. From there, click the stage, then drag and drop it to the position in the Sequence where you want it.
What happens after stages are reordered?
Based on which stage is moved, the conditional triggers for the specific stage that was moved and the two stages that follow will update based on the following logic:
When you move a stage to stage 1, it loses its conditional trigger. For example, if the current stage 3 has a conditional trigger "Send email automatically/in 3 days/if previous email is not replied" and it's moved to the first stage, it will lose this conditional trigger.
When a stage 1 step is moved to a different position, its conditional trigger will default to the following:
'If previous email is not replied' if following an email stage.
'After previous task is marked completed' if following a task stage.
The default delay time between stages is 3 weekdays.
When you move a stage, its conditional trigger updates if the stage that now precedes it does not have the same stage type as the stage that used to precede it. For example, if stage 5 is dragged to stage 3, and stage 5 used to follow an email stage but now follows a task stage, then the conditional trigger will change to After previous task is marked completed, and it will keep the same delay period:
If the stage now follows an auto email, it will default to 'If previous email is not replied'.
If following a task stage, it will default to 'After previous task is marked completed'.
If the user reorders stages in an unused Sequence that also has recipients added (draft recipients), additional requirements around the stage 1 start time must be met if the drag-and-drop action impacts stage 1.
FAQ
Why did some recipients not receive the new stages I added?
When you add a new stage to a Sequence that already has some stages sent out, the Sequence must have active recipients for the new stage(s) to go out. Once a recipient exits your Sequence, they will not receive any new stage(s) added later.
When a recipient reaches the final stage of a Sequence, they exit the Sequence and are no longer active in it. As long as recipients haven't reached the final stage of your Sequence, you can add more stages, and active recipients will receive them.
If you've added stages to an inactive Sequence and think the original recipients will get the new stages, don't fret! We suggest you create a new Sequence using the content from the newly added stages. Once you set up this new Sequence, you can add the same recipients to it.
Can I edit recipient details after they've been activated?
Once a recipient is activated in a Sequence, some changes are possible, and some are not:
Stage content (body, subject line): You can edit the content of upcoming stages for an active recipient using the Personalize feature. This edits the message text directly—it does not change the underlying variable values.
Variable values: Cannot be changed after activation. Variables are resolved when the recipient is activated and remain fixed for all stages. If you need different variable values, edit the stage content directly through Personalize instead.
Email address: Cannot be changed after activation. To send to a different address, exit the current recipient and add the new address as a new recipient.
Reschedule stages: You can reschedule upcoming stages for individual recipients through the Personalize view or the Outbox. Mixmax enforces stage ordering, so rescheduling one stage may push subsequent stages forward. See How to reschedule Sequence stages for recipients.
Pause and resume: You can pause an individual recipient to stop their Sequence stages temporarily. When you resume, the system recalculates stage timing relative to the resume time.
Exit: You can exit a recipient at any time to permanently stop all remaining stages. This is irreversible—by default, exited recipients cannot be re-added to the same Sequence because of duplicate detection. To re-add them, go to the Sequence's Settings > Recipients and disable the duplicate check.