Edit, clone, delete and manage sequence steps

Learn about the add-on features while creating a sequence.
Written by Upscale
Updated 11 months ago

You can easily edit, clone, delete, and manage various steps in the sequence for your convenience. Follow the easy steps given below:

Edit Sequence Steps

  • Go to the sequence overview of the sequence you want to edit.
  • Click on the Edit icon on the right against the particular step The Edit dialog box appears on the right of the screen.
  • You can edit the Step type, change the Time Interval to wait, or change the task's Priority. You can also leave task notes with the step. 
  • When you are satisfied with the changes, click on the Edit Step button to save the changes you have made. 

To edit an email template or LinkedIn message snippet under a step, click on the template you saved earlier and start editing it. Click on the Save button to apply the changes.

Clone Sequence Steps

Go to the sequence overview of the sequence you want to edit. Click the Clone icon on the right against the particular step and add it. Voila! You have created the same step again at the end of the sequence.

Delete Sequence Steps 

Want to delete a step from the sequence? Click the Delete icon on the right against the step you want to delete and confirm your action.

Manage Sequence Steps

You can edit your template, clone it using the clone icon beside the template and delete it using the delete icon with just the click of a button. To know more about how to do it, click here.

You can A/B test your templates. You can check each template's Deliveries, Opens, Clicks, and Replies to decide which template should be used. 

Upscale simplifies adding, editing, cloning, or deleting sequences!

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