Publishing & managing sequences

Publishing transforms your sequence from a configuration into an active campaign that sends messages, tracks engagement, and moves contacts through your outreach flow.

Draft vs. Published status

Draft:

• No messages are sent
• Can be freely edited
• Contacts cannot be enrolled
• Shows a "Draft" badge in the sequence list

Published:

• Actively sends messages on schedule
• Cannot be edited directly (protected from accidental changes)
• Accepts contact enrolments
• Generates analytics

Publishing a sequence

Step 1: Complete your sequence Ensure all steps are configured — senders selected, timing set, messages composed, conditions tested.

Step 2: Preview Use the Preview tab to review the complete flow, trace paths through different contact scenarios, and check for typos or broken merge tags.

Step 3: Review Settings Verify rate limits, timezone handling, send windows, and reply-stop behaviour.

Step 4: Publish Click Publish and confirm. The sequence status changes to Published immediately.

Modifying a published sequence

To edit a published sequence:

1. Click Disable Sequence to pause all sends
2. Edit the sequence
3. Click Publish to republish

Contacts resume from where they paused. This prevents accidental changes that would break active campaigns.

Enrolling contacts

Method 1: From the Leads tab

Click the Leads tab in a Published sequence → Add Leads:

• Import from People Database — select contacts individually or filter by attributes
• Import from Pipeline — select entire pipeline segments

Method 2: Bulk action from CRM

1. Go to People or Opportunities in the CRM
2. Select multiple contacts using checkboxes
3. Click Bulk Actions → Add to Sequence
4. Choose the sequence and confirm

This is the fastest method for large groups.

Method 3: Automated via Workflows

Create workflows that automatically enrol contacts when conditions are met — for example, enrol every new lead in a follow-up sequence immediately when they're created.

Managing the Leads tab

Lead statuses

Status	Meaning
Pending	Waiting for next step to send
In Progress	Currently in a step or waiting for a condition
Completed	Finished the full sequence
Paused	Manually paused
Stopped	Exited sequence (replied, unsubscribed, or removed)

Click any contact's row to see their current step, messages sent, engagement metrics, and last action timestamp.

Removing contacts

Click Remove next to a contact to immediately stop their sequence. Use this when they unsubscribe, reply, or are no longer active prospects.

Pausing individual contacts

Click Pause to temporarily stop a contact at their current step. Resume later when needed.

Bulk actions on leads

Select multiple contacts → Bulk Actions to Remove, Pause, or Resume them simultaneously.

Monitoring execution

Executions tab: Real-time message sends and status. Use to debug failed sends and check delivery errors (invalid email, missing phone number).

Analytics tab: High-level performance funnel:

• Contacted — sent at least one message
• Opened — opened at least one message
• Interactions — clicked, replied, or engaged
• Answered — replied directly
• Interrupted — exited sequence

Filter by sender, channel, or date range to identify top-performing steps and bottlenecks.

Best practices

• Preview everything before publishing using the Preview tab
• Start with 10–50 contacts, monitor results, then scale up
• Check the Executions tab daily in the first week
• Archive completed sequences to keep your workspace clean
• Honor unsubscribes and opt-outs immediately