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Duplicating sequences and moving people over
Duplicating sequences and moving people over

Learn how to duplicate a sequence with one click and move prospects from one sequence to another in bulk

Reply Team avatar
Written by Reply Team
Updated over a week ago

Current implementation prohibits switching email addresses associated with a sequence once you have started it. However, if you ever find yourself in need of switching email addresses in the midst of a sequence or you simply do not need that address anymore, we would recommend duplicating the sequence and moving all the prospects over to the cloned version.

First, duplicate the sequence. Go to the Sequences tab and click Duplicate:

This action clones the original settings except for People and any associated metrics. The duplicate sequence appears in the list with the New status.

Second, move the people from the original sequence to the new one. To do this:

  1. Open the People page of the original sequence.

  2. Select checkboxes next to the contacts you want to move to the duplicate sequence.ย 

  3. Click the Move to sequence button and select the duplicate sequence from the drop-down list that appears.

Tip: In the drop-down, the Owner icon to the right of a sequence shows the sequence owner's initials. Hover over the icon to see the owner's name.

The color of the dot to the left of a sequence indicates its status. In a nutshell:

  • GREEN means that a sequence is active (launched or is in processing).

  • GREY sequences are the ones that have just been created and not launched yet or paused.

  • BLUE sequences have no active contacts.

  • YELLOW sequences are the ones that have reached some daily or monthly limits (e.g. sequence email limit per day).

  • ORANGE and RED sequences have errors.

To learn more about sequence statuses, read this article.

4. Select the step to which you want to move the people and click the Move people button.

Note: When moving people to a sequence on steps with the delay, make sure you have selected the Ignore step delay option if you don't want to wait a number of days before it sends out. Currently the Ignore Step Delay toggle is always turned on, so if you have step delay and contacts are moved with the Ignore step delay option, this delay is going to be ignored and emails are going to be sent straight away:

Note: If you need to move some specific prospects, who didn't reply, opted out, bounced, and didn't receive any emails yet, create a filter with the following properties:

To move people who already received a number of emails, simply change the Emails sent Exactly line to 1 time for Step2, to 2 times to Step3, etc.
โ€‹Third, update the email address for sending your emails. To do this:

  1. Open the Settings page of the duplicate sequence.

  2. In the General Settings section, select the new email address using the Email account for sending email drop-down list.

Note: When moving a prospect to a follow-up step in a duplicated sequence, make sure to set a subject line. If a subject line is blank for follow up steps, emails will go out without it, since there is no previous subject line to refer to in a duplicated sequence.

Moving people between steps inside a sequence

You can easily move prospects to a next step in a sequence from the People tab of the sequence. To do that:

  1. Open the People tab of the sequence whose prospects you want to move to one of the next steps in this sequence.

  2. Select checkboxes next to the prospects and click the Move to sequence button.

  3. In the drop-down list that appears, select the current sequence.

4. Then, select one of the next steps in this sequence and click the Move people button.

You are all set! The people have been moved to the selected step.

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