You can manage all sequence steps from the Steps tab, including adding new steps, changing their order, and editing or removing existing ones.
Add a step
To add a new step:
Go to the Steps tab of your sequence.
Click + and select a channel.
Choose the step type: Automatic or Manual.
Automatic steps are handled by Reply, so you do not need to do anything but launch your sequence. If you choose the Manual type, you need the Chrome extension to complete your tasks.
You can also add variants to test different versions of email and LinkedIn steps.
Copy a step
You can copy steps within the same sequence or from one sequence to another.
To copy a step within the same sequence:
Open your sequence and go to the Steps tab.
Click the copy icon on the step you want to duplicate.
Choose how you want to copy it:
Copy only this step
Copy this step and all steps below
For condition steps, you'll see additional options:
Copy only this condition
Copy condition with all steps below
Copy condition with steps in branch "Yes"
Copy condition with steps in branch "No"
Select where you want to insert the copied step.
To copy a step to another sequence:
Open the sequence and find the step you want to copy.
Click the Copy button on the step.
Choose how you want to copy it.
Open a different sequence and choose where to insert the step.
Edit a step
Click the Edit button to update the content of your step, such as an email, LinkedIn message, call script, or other step type.
Once Reply starts sending the step to contacts, you can no longer change its type.
For example, you won't be able to switch an email step to a LinkedIn step after it has been processed.
Change step order
You can change the order of steps using drag and drop in the Steps tab.
Same as with editing steps, step order can only be changed if the sequence has no processed contacts.
You can duplicate the sequence and make changes in the new version.
Remove a step
To delete a sequence step:
Open your sequence and go to the Steps tab.
Hover over and click on the bin icon in the step you want to remove.
Click on Delete in the pop-up window.
Confirm the action if some prospects have already completed the step.
💡 Once a step is removed, it cannot be restored.
What happens when you remove a completed step?
When you delete a step, it will no longer appear in the People History and Preview tabs, as well as in the Current Step column. In filters, integrations, triggers, contact activity, and tasks, deleted steps will show as '(Deleted)'.
Contacts
If the deleted step was part of the Merge or Move to sequence action, contacts will skip it and go to the next step.
However, if you delete the last step in a sequence, there are no further steps to process. In this case, contacts won't be moved to the deleted step or to another sequence.
Email threads
The very first email in a sequence cannot be removed if it's the first email of a thread.
If you delete the first email in the second (or any later) thread, the rest of the emails from that thread will be moved into the previous one.
Reports
Reports keep historical data from deleted steps and are not affected.
Triggers and tasks
Triggers still run even if the step is deleted. If a trigger was set to Move to step and that step is deleted, the trigger will fail. Other triggers will continue to work.
Tasks linked to deleted steps are not removed and can still be completed.
Inbox
Inbox threads are not affected. You can continue communication with your contacts even if the related step has been deleted.
💡 Important: If you have two email steps with subject lines, you can remove either the first one or the second one.
If only one step remains in the sequence, the delete option won't be available.