Updating lead info after creating a sequence
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.
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.
Preparing the email and text sequences
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.
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.