Sequences

Edit an active sequence

Last updated: November 2, 2020

Applies to:

Sales Hub  Professional, Enterprise
Service Hub  Professional, Enterprise

If you edit the steps in an active sequence, the changes will only apply to any contacts who are enrolled in the sequence after you saved your changes. 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

You can edit 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.

  • In your HubSpot account, navigate to Automation > Sequences.
  • Click the Scheduled tab.
  • The Scheduled tab only displays the next email that is scheduled to send. It does not display upcoming task reminders or sequence emails that are scheduled as later steps. Hover over the email and click Edit.

scheduled-sequence-emails

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

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. 

  • In your HubSpot account, navigate to Contacts > Contacts.
  • Click the name of a contact. 
  • On the contact's timeline, locate the sequence activity, then hover over it and click Edit sequence

edit-sequence-from-timeline

  • 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 sequences 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.