Sequences

Edit an active sequence

Last updated: October 30, 2019

Applies to:

Sales Hub  Starter, Professional, Enterprise
Service Hub  Starter, Professional, Enterprise

If you edit the steps in an active sequence, the changes will only apply to newly enrolled contacts. To apply any changes to contacts who are currently enrolled in the sequence, you can edit the scheduled emails individually, or re-enroll the contact at a later step.

Edit a sequence email under the Scheduled tab

You can edit a scheduled email in your active sequence under the Scheduled tab on your sequences dashboard. This method is useful if you only need to edit the scheduled emails for a few contacts.

  • In your HubSpot account, navigate to Automation > Sequences.
  • Click the Scheduled tab.
  • Here, you'll see the contacts currently enrolled in your sequences and the emails that are scheduled to be sent to them. To edit a sequence email, hover over the email and click Edit.

scheduled-sequence-emails

  • In the Edit enrollment dialog box, make your sequence edits then click Save changes.

The actively enrolled contact will continue through the updated sequence until they complete each step or are unenrolled.

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 tool respects the delays that were set up when creating and enrolling the contact in the sequence.

Enroll contacts in an updated sequence

If you need to make changes to an email in an active sequence, you can enroll your contacts into the sequence again at the next step so they receive the updated sequence emails. 

  • Manually unenroll the active contacts and take note of the next scheduled step in the sequence.
  • Start a new sequence enrollment:
    • In your HubSpot account, navigate to Automation > Sequences.
    • Click the name of the sequence.
    • In the upper right, click Enroll
    • Select the checkbox next to the contact to enroll in the sequence.
    • To select which action should execute first, in the Enroll sequence pop-up box, click the Start at dropdown menu and select the step that was scheduled next. enroll-sequence-start-at-step
    • Click Start sequence

Please note: the changes will not apply if you use the Re-enroll option on the sequence summary page. 

 

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