How to edit Email/SMS Sequences

The Key Steps

  1. Click on Communication from the action bar
  2. Select Email and SMS Flows
  3. Click on the sequence name you want to make a change to
  4. If you want to edit an existing message, click the Edit button for that message
    • Make your changes
    • Click the Update button
  5. If you want to create a new message, click the green Add New button
    • Enter the Message Name (this will only be visible to you on the admin panel)
    • Set the Wait Time
    • Choose whether you're sending an Email or SMS
    • Enter your message in the text fields
    • Hit the blue Create button
    • Drag and drop your message from the bottom of your messages list to wherever you'd like it to fall in the sequence

Here is a Video Going Through These Steps:

👇 For more detailed steps, refer to the article below:

Editing Sequences

With your Market Muscles site, sequences are provided for each of the programs you offer. A sequence is a list of messages, both SMS and emails, that are sent out to leads when they opt-in to your marketing. 

This helpful article will cover how you can edit message content in your sequences, change the wait time between messages, or add a new step to your sequence.

To access your sequences, click on the CRM icon and then select Email & SMS Flows. 

From this page, click on the name of the sequence you want to edit.

After clicking on the sequence, you will be able to see all of the messages in the sequence and the wait time for each message. 

If you want to rearrange the order of the messages, drag and drop them into the order you would like. 

To edit a message already in your sequence, click on the Edit button next to the message you want to edit.

Once you have the message open to edit, you can change the wait time by adding or subtracting from the time field. You can change how the wait is measured to minutes, hours, or days. You also can go into the content field and change what the message says. 

If you make any changes, click on the Update button.

You also have the ability to add more messages to your sequence. 

To add either a new text or SMS, click on the green Add New button.

In the Message Name field, give your message a name. The name will not show anywhere in the message itself, it's just for your reference. Next, you will specify how long after the previous message you want to wait before sending this new message. You will also need to select whether this new message will be an email or an SMS.

In the content box at the bottom of the screen, type out what you want your message to say. You can use merge tags in the content of your message to make it more personalized to the contact. 

Once you are done making your changes, click on the blue Create button. 

When adding a new message, it will appear at the bottom of your messages list. To move the message, click on it and drag and drop it to where you want it to fall in the sequence.