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Publishing & managing sequences

How to publish sequences, enrol and launch leads, understand lead stages, and control the lifecycle of running campaigns.

Updated August 6, 20264 min read

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

Sequence lifecycle

A sequence has three statuses:

  • Draft: being built; no messages are sent and leads cannot be launched
  • Active: published; sends messages on schedule and accepts leads
  • Deactivated: turned off; sends stop, and the sequence can be edited and republished

To publish, review the flow and settings, then click Publish and confirm.

Modifying a published sequence

To edit an active sequence:

  1. Deactivate it to pause all sends
  2. Edit the flow or settings
  3. Click Publish to republish

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

Enrolling and launching leads

Getting contacts into a sequence is a two-stage process: add, then launch.

Add leads

  • From the sequence's lead list: add contacts from your People or from a pipeline
  • From the CRM: select contacts in a table view and use Add to Sequence
  • Automatically via Workflows: the Add to Sequence Campaign workflow action enrols contacts when your conditions are met

Launch leads

Newly added leads land in the To Publish tab of the lead list. Review them there, then publish the ones you want to launch; they move to the Published tab and start progressing through the flow. This staging step lets you double-check targeting before any message goes out.

Understanding lead stages

Each enrolled contact has a Stage that tracks their journey through the campaign:

StageMeaning
NewJust added, not yet processed
AI Variables CreatedAI personalisation variables have been generated
SequencingActively moving through the steps
EngagedShowed engagement (opens, clicks)
Neutral ReplyReplied, sentiment unclear
Replied PositiveReplied positively
Meeting SetA meeting was booked
Out of office (retry manually)Auto-reply detected; retry later
LostNot interested or unreachable

Separately from the stage, each contact has a status (Active or Paused), and each pending step run has an execution state (Not Started, Enqueued, In Progress, Completed, Failed, Stopped).

Dalil also tracks per-lead flags you can filter on: Has Replied, Has Replied By Company Colleague, Has Clicked Link, Has Unsubscribed.

Managing individual leads

From the lead list you can:

  • Pause a contact to stop them at their current step, and resume them later
  • Remove a contact to stop their run entirely: use this when they unsubscribe or are no longer a prospect
  • Act on multiple selected contacts at once

Automatic exits are controlled in Reply and Exit Settings: pause a contact when they reply or click a link, pause all contacts from the same company when a colleague replies, create a task on reply, or trigger a workflow on reply / after a period of no reply.

Monitoring execution

  • Run views show each contact's progress through the steps in real time: use them to debug failed sends (invalid email, missing phone number, disconnected sender)
  • Analytics show the campaign funnel: Leads launched, Leads reached, Message sent, Delivered, Opened rate, Clicked rate, Replied rate, Positive replies, and Connection acceptance: see Monitoring & optimizing results

Best practices

  • Walk every branch of the flow before publishing
  • Start with 10–50 leads, monitor results, then scale up
  • Check execution health daily in the first week
  • Deactivate finished sequences to keep your workspace clean
  • Honor unsubscribes and opt-outs immediately

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