Updating lead info after creating a sequence

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When a lead gets included in a sequence, the system grabs his info at the time the sequence was created. Updating the lead info or template after creating a sequence is not reflected in the sequence.

Overview

To send bulk email sequences or bulk text sequences, first, you create the templates and sequences. Then you set the launch date.

Immediately, the system pulls the data from the lead info and templates.

It then saves them in the sequence till the time is due to launch the sequence.

So updating the lead info after creating a sequence, is not reflected in the sequence.Changing lead info or template after creating a sequence

Preparing the email and text sequences

When you create an email sequence or a text sequence, the system queues up all the emails and texts as soon as the bulk email or text is created.

That means it builds up the emails/texts to be sent from the template or lead information at the time and queues those up for future sending.

Changing lead info or template after creating a sequence

If you update the lead info or a template’s content that is used in the sequence, the system will not reflect them in the queued-up texts or emails.

How to include the lead or template updates in the sequence

The changes will not be reflected in the queued-up texts or emails. You would have to cancel the bulk sequence and re-create a new one. The sequence then pulls the updated lead info and templates.

Future fixes

We might address this shortcoming in the future, so that:
– When we update a template, the system automatically updates all the non-sent emails/texts.
– When we update a custom variable that is used in a template (e.g. lead/user data), the system updates all the non-processed emails/texts.

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