Last updated: May 20, 2021
After you enroll contacts in a sequence, you may need to make edits to the order of the steps, the length of the delays, the templates and tasks included in the sequence, or a scheduled email's content.
The impact of editing an active sequence depends on where you make your edits:
Please note: if you use personalization tokens in your email templates, any changes made to the contact record's property values after the contact is enrolled will not appear in the email. The token will populate with whatever the contact property value was at the time the contact was enrolled. To make sure the token populates with the most up-to-date property value, learn how to edit a scheduled email for an individual contact.
To re-enroll an actively enrolled contact in the updated sequence:
Please note: the changes will not apply if you use the Re-enroll option on the sequence summary page.
You can edit the content of the next scheduled email in your active sequence on the Scheduled tab on your sequences dashboard or a subsequent sequence email from the contact record. This is useful if you only need to edit the scheduled emails for a few contacts. The contact will receive the updated email content.
Please note: editing scheduled send dates or times on one sequence email can affect scheduled send dates or times of later emails in the sequence. The sequences tool respects the delays that were set up when creating and enrolling the contact in the sequence.
If you need to edit a sequence email that is scheduled as a later step in the sequence, edit the active sequence from the contact record.
The contact will then continue through the sequence until they complete each step or are unenrolled.
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