How can I choose which template is used in a sequence when there are multiple on one step?

Objective

You want to manually assign which template is sent to your prospect when adding them to a sequence where some steps have multiple templates.

Applies To

• Prospects
• Sequences

Procedure

This process is intended for users who have A/B testing and experiments going on, and you want to manually choose which template is used for your prospects.

1. When adding prospects to the sequence during the Add to sequence workflow, click on Edit steps in the bottom left.
2. Click the Template dropdown box and choose which template you want to use for that step.
3. Repeat step 2 for each additional steps in the sequence if needed.
4. Click Save edits in the bottom right once done.
5. Click Add to sequence when you're ready to add the prospects to that sequence and complete that workflow.