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How To Edit Outreach Sequence Steps

Chris
Updated

Objective 

The purpose of this article is to provide direction to Outreach users in editing an existing sequence in Outreach.

Applies To

  • Outreach Users

Notes

  • Users require permission to edit sequences. If you are unable to edit a sequence, contact your Outreach Admin for assistance.
  • If a user updates a sequence step to a scheduled task, the due date will be reset.
  • This article discusses the process for updating sequence steps. For information regarding editing a sequence, refer to the How To Create a Sequence article.
  • If Prospects are in mid-Sequence, they will only see edits of steps they have not yet reached.

Procedure

  1. Access the Outreach Platform.
  2. Click Sequences.
  3. Click the applicable sequence.
  4. Click on the applicable sequence step.
  5. Expand the menu and click Edit. To edit an email variant you can click on the email thread you would like to edit or select Edit Variant from the more menu on the thread.
  6. Click on the applicable sequence step to edit based on the table below:
    Option Description
    Step Type Change the step's action (i.e. Auto Email, Manual Email, Phone Call, or Generic Task). 
    Time Interval

    Change the interval the step is supposed to occur. 

    For Auto Emails, Outreach will wait this amount of time from when the Prospect enters the step before sending the email out. 

    For Phone Call or Generic Tasks, the task will be created when the Prospect enters the step, then the task will be due in that time interval. 
    Schedule Schedule when the task is suppose to fire on this sequence step. 
    Skip task when overdue by...

    Allows the user to skip the task for a Prospect when it is overdue after a user-defined timeframe, allowing the Prospect to continue through the sequence as applicable. 

    Note: If you do not see this option but would like to add it, contact your AE or CSM as applicable. 
    Task Notes Optional field for users to add information regarding the task and step. 
  7. Click Save.

Users can move a sequence step in order, clone the step, or remove it from the sequence from the more menu on the sequence step.

Note: When editing email steps, you will have the option of either a New Thread or a Reply thread template. A New Thread must be used on the first step of a sequence, or the prospect will fail, since there is no New Thread preceding the step. When a New Thread template is used after any preceding email step, a new thread will be created with a new subject line, and will not attach to the previous email step. Reply threads will attach to any previous email step, with the subject line of the previous New Thread template. If a new subject line is desired on an email step, a New Thread template must be used, as the subject line determines when a new email thread is created.

 

Additional Resources

How To Create a Sequence

How To Create a Sequence Schedule

Sorting and Filtering Sequences

 

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