Editing a Template after a Sequence Begins

Smart CRM & Sales Hub Sales Hub Tools
1

I enrolled a number of contacts in a sequence that included an incomplete template as the third step.

I didn’t have all of the necessary details for that template at the time but wanted to get the sequence running.

I thought I’d be able to edit that template prior to the third email sending. Apparently, it doesn’t work that way - whatever you have at the moment of enrollment is what they get.

Is that accurate or did I miss something?

P.S. The silver lining to this is that the “Oops!” email we are sending out manually is getting an incredible open and response rate, so I may have stumbled on to an interesting strategy!

2

This is correct, the contacts will receive what is set at the time of enrollment.

How did the sequence perform overall?

3

Thanks for confirming that.

Overall sequence performance was miserable.

Rethinking the sequence now for another round.

4

It would be massively helpful if you could edit a template in a sequence and whichever contacts are enrolled (and obviously haven’t yet gone past the point of the email in the sequence) would get the updated version. As you would in a workflow with a marketing email.