Create/Edit Campaign Sequence
In this section, we're guiding you on creating and editing campaign sequences.
Let's start!
Click on the campaign you want to create/edit a sequence for.
To edit or update the Sequence Name and Sequence Settings, on the Sequences Tab, click on Edit under Actions.
📝By default, both buttons (Sequence may be run multiple times and Reset pending scheduled events...) should be disabled.
Sequence Settings: the two advanced toggles
When you edit a sequence's settings, you'll see two toggles. Both are off by default, and for most use cases they should stay off.
⚠️ These settings are for advanced users and should not be activated lightly. Turning them on changes how contacts re-enter your sequence and can produce unexpected sends. Before enabling either toggle, we recommend reading How Sequence Re-entry Works (Advanced) for a full technical breakdown, or contacting support if you're unsure.
Sequence may be run multiple times
By default, a contact can only ever go through a sequence one time. Once they've completed it (or been entered into it), any future trigger that tries to start the same sequence for them will be silently ignored.
Turning this toggle on lifts that restriction: a contact who has already completed the sequence can be re-entered from the beginning when the start condition is met again. They will not receive duplicates of emails they already got — they simply run the sequence again from step one.
Reset pending scheduled events, by skipping them, when allowing to run multiple times
This toggle only takes effect when the first toggle is on. It controls what happens if a contact is re-triggered while they are still inside the sequence (for example, on email 3 of 10, with emails 4 through 10 still pending).
- Off: the re-trigger while mid-sequence is ignored. The contact continues their existing run and finishes it normally.
- On: the contact's pending scheduled emails are cancelled (skipped), and the sequence restarts from the beginning. All events are re-generated for the contact from step one.
📝 Important: Sequences are identified by an internal ID that stays the same when you rename the sequence, edit emails, or add/remove events. A contact's "already run" status is tied to that internal ID, so editing a sequence does not make old contacts eligible to run it again.
You can always check which sequences a contact has been part of by opening their contact profile. (One exception: if a contact was deleted and later recreated through any method — subscribe, import, etc. — their historical sequence participation will no longer appear.)
📖 For a full technical breakdown of how sequence re-entry works, including troubleshooting for "my sequence stopped working," see How Sequence Re-entry Works (Advanced).
Click on Continue to see the updated Sequence Name.
In this example, the Sequence name was changed to 'Application Sequence 2'
To add or create a Sequence, click the '+Sequence; On the Sequences Tab.
Create a Sequence name and click Continue to go to the Sequence Editor page.
This is the Sequence Editor page where you can add/edit events. In the example below, we begin the sequence by choosing "add tags". Click Continue. (Note that you have the flexibility to begin your sequence with the event that you think is most appropriate for your campaign.)
Add tag(s) by typing in a new tag or choosing from existing ones, then click Save.
Next, select "Send Email" from the same drop-down menu and click Continue.
📝Learn more about creating/editing an email campaign within a sequence in this article.
Go back to the Sequence Editor page to view/add events to the Sequence.
Add a "Delay Timer" from the drop-down menu. This is to schedule when you want the email to be sent out.
Set the schedule, and click the Save button:
You can also rearrange the order of the events in the Sequence as you like. Simply hold and drag the sliders.
How to Activate an Inactive Sequence
Once you have created and edited your sequence, it will default to an inactive status. To enable an inactive sequence so it can start processing contacts, follow this exact workflow:
- Navigate to Campaigns from your main menu.
- Select All My Campaigns.
- Locate your target campaign and click on the Sequences number in the row.
- Click directly on the Sequence Name you want to activate.
- Click the Activate Sequence button located in the top right corner of the screen.
📝 If a sequence shows a status of inactive, it will not trigger any events until this button is clicked.
📖 Learn more about the events you can add to your sequence in this article.