Duplicating a Sequence

Duplicating a Sequence quickly creates a new one with the same steps and settings. After duplicating, you can edit the copy to fit your new audience or campaign before enrolling records. This is especially helpful for reusing successful content and building new variations without starting from scratch.

Common reasons to duplicate a Sequence include:

• Reuse an existing Sequence as a template for a new outreach campaign
• Create regional or role-specific variations of a successful Sequence
• Save time by modifying a copy instead of starting from scratch

To Duplicate a Sequence:

• Navigate to the corresponding Sequence
• Click the vertical ellipsis (⋮) at the top right of the page, to the right of the Edit button

• Select Duplicate from the menu

• Enter a Name for the Sequence
  • Note: The Sequence name must be unique

• Click Save
• After saving, you’ll be automatically taken to the Edit Sequence page, where you can begin customizing your new Sequence to fit your needs.