The Steps tab of any sequence allows the user to add, edit, delete sequence steps, as well as change their order.
Adding a step
Use the Add Sequence Step button when creating a new sequence:
When you click on it, the system opens the Select step type popup.
To add an extra step to an existing sequence, click the + button in the upper right corner of the Steps tab or the Add step button at the bottom of the Steps tab:
You can also add a variant of the same step email for A/B testing to test several variants of emails sent randomly to your people in this sequence, to see which template variant gets better reply rates:
From here you can pause or resume any variant to improve sequence performance.
Editing a step
To edit, clone, pause or remove a variant of the Email step, hover over the needed variant and select the Edit, Clone, or Remove button:
Changing step order
To change the order of steps in the sequence, drag-n-drop any step to the needed position. You can rearrange only the steps that do not have outgoing emails.
Removing a step
To remove a sequence step hover over the step template and find the Remove icon on the left side.
Please note, that once a step has been sent to at least 1 contact, it cannot be removed.