Duplicate or Delete a Sequence

      Duplicate or Delete a Sequence


        Article Summary

        Want to re-enroll a Contact back into a Sequence after a certain time period? Or, did you accidentally select the wrong sender for a Sequence and want to go back?

        Although you cannot subscribe a Contact to the same Sequence twice, you can duplicate an existing Sequence easily in Close.

        Duplicate a Sequence

        You can duplicate a Sequence on the Sequences page.
        Click on the drop-down menu next to the sequence name and select, Duplicate.

         Or, within the edit Sequence page by selecting the Duplicate this Sequence icon in the top-right corner.


        Email templates (steps) are not duplicated

        When you duplicate a Sequence with email steps, the new Sequence will still refer to the original email templates (listed as steps).

        That means if you duplicate a Sequence and edit the email template in a new Sequence, changes will be reflected in the old/original Sequence as well. If this is not what you intended - make sure to duplicate the email templates as well and select the different email templates in each Sequence.

        Delete a Sequence

        You can delete a Sequence directly on the Sequences page. Click on the drop-down menu next to the Sequence name and select Delete:



        Or, within the edit Sequence page by selecting, 'Delete this Sequence' in the top-right corner.