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.

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

• Writing controls set appropriately

• Step timing makes sense

Test Contacts

• Create 3-5 representative personas

• Include diverse industries/roles

• Test with missing data

• Verify edge cases work

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

• Best Practices - Optimization strategies

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