Sequence Lifecycle and Testing

Understand how templates transform into personalized sequences and reach your prospects.

Understanding the sequence lifecycle helps you create better templates, test effectively, and ensure quality before launch. This guide walks through every stage from template creation to prospect delivery in your campaigns.

Understanding the Lifecycle

The Journey from Template to Delivered Message

1. Create Template → 2. Assign to Campaign → 3. Add Contacts
→ 4. AI Processing → 5. Review & Edit → 6. Send Messages → 7. Track Results

Each step is automatic once configured, but understanding the flow helps you manage sequences effectively.

Template Testing

Pre-Template Checklist ✅

Content Review

• All AI snippets configured (if using Co-Pilot)

• Writing controls set appropriately

• Step timing makes sense

Test Contacts

• From the ‘Test Sequence’ tab, select 3-4 contacts

• Include diverse industries/roles. To help you select diverse contacts, you can filter by Persona and ICP, or search for specific contacts.

• Test with missing data

• Verify edge cases work

NB: Test contacts will only be available to you if you already have some contacts in campaigns.

The first time you run a test contact, it will typically take a little longer to run the test. Once you’ve run them once, it will be much faster (30 seconds or less) in the future.

Contacts that will run fast tests have a Status marked by a green tick, whilst those that will take longer show a red clock.

There are no limits on how many tests or frequently you’d like to run them (they don’t use your credits), so it’s best practice to run tests here versus regenerating content in your Campaigns, which will use credits.

To see why the content is being generated, it's useful to view the contact by clicking the ‘Contact Details’ button; and also selecting the burger menu item next to it, which details the AI reasoning behind why the created the messages.

What to Validate

• Variable replacement accuracy

• AI snippet output quality

• Message flow and coherence

• Overall tone matches audience

Campaign Setup & Processing

Assigning Templates

1. Navigate to your campaign

2. Click "Set Sequence Template"

3. Select your published template

4. Configure any campaign-specific settings

AI Processing Pipeline

When contacts are added, RevvedUp automatically:

Enriches Data → Runs Research → Generates Content → Quality Checks → Ready for Review

Processing includes:

• Contact and company enrichment

• Revveal research execution

• AI personalization for each step

• Quality validation and scoring

Monitor progress:

• Check campaign processing status

• Review any errors in the activity log

• Typical processing: 5-10 minutes per contact

For details on AI processing, see Content Generation.

Content Review

Accessing Generated Sequences

Once processing completes:

1. Go to your campaign

2. Click "Content Review" tab

3. Select contacts to review

4. Use Sequence Navigator for batch review

Review Checklist ✅

• Personalization looks natural

• No inappropriate content

• Value props are relevant

• CTAs are clear

• Links work correctly

Making Edits

Individual message edits:

1. Click edit icon on any message

2. Make your changes

3. Click save

4. Changes apply only to that contact

Template updates:

• Edit the template for future contacts

• Existing generated content unchanged

For detailed review process, see Content Review.

Troubleshooting

"Sequences won't generate"

• Check template is active/published

• Verify campaign has template assigned

• Review contact data completeness

• Look for processing errors in logs

"Poor quality output"

• Review AI snippet prompts

• Check writing control settings

• Verify data quality

• Test with better sample contacts

Next Steps

Configuration & Optimization

• AI Snippets - Master personalization

• Writing Controls - Perfect your voice

• Variables - Dynamic content options

Analytics & Performance

• Campaign Analytics - Track performance

• Content Quality - Understand AI audit

Remember: Testing isn't just about finding problems – it's about ensuring every prospect receives a message that feels personally crafted for them!

Related Features

Sequence Building

• Sequences Overview - Sequence fundamentals

• Quick Start - Build your first sequence

• Building Steps - Create sequence steps

• AI Snippets - Add dynamic personalization

• Writing Controls - Control AI output style

• Variables - Use dynamic content

Campaign Workflow

• Campaigns Overview - Understanding campaigns

• Creating Campaigns - Set up new campaigns

• Managing Contacts - Add and organize contacts

• Content Review - Review and approve generated content

• Campaign Analytics - Track performance

AI Features

• AI Sequence Writing - AI content generation

• Content Quality Excellence - Quality standards

• Contact Personalization - Research-driven personalization