Who this is for: Recruiters who want to personalise sequence content for specific recipients without changing the sequence for everyone else.
What recipient-level editing is
Every sequence has a step definition - the content template that applies to all recipients by default. Recipient-level editing lets you override that template for one person (or a group of people), so they receive a customised version of the content while everyone else gets the default.
Edits made here affect only the selected recipient. They do not change the sequence definition, and they do not affect any other recipient, even if they haven't reached that step yet.
How to open the editor
For a single recipient
Go to the Recipients tab inside the sequence
Find the recipient's row
Click the Actions dropdown and select Edit Content
A panel slides in from the right showing every step in the sequence
For multiple recipients at once
In the Recipients tab, select multiple recipients using the checkboxes
Click Bulk Edit Content from the bulk action bar
The panel opens with a recipient selector at the top, use the dropdown to switch between recipients and personalise each one individually
What you can and can't edit
What you CAN edit | What you CANNOT edit |
Email subject and body for upcoming steps | Steps the recipient has already completed |
Social message content for upcoming steps | Sequence structure (adding/removing steps) |
SMS message content for upcoming steps | Delays between steps |
Task title, description, priority for upcoming steps | Sender assignment |
Personalisation tokens (auto-resolved for this recipient) | Branch conditions or path routing |
What the editing experience looks like
The panel is similar to the step configuration UI in the sequence builder, with a few key differences:
Tokens are resolved. Instead of seeing
{{First Name}}, you see "Sarah" — the actual value from this recipient's profile. You're editing what will actually be sent, not a template.Completed steps are locked. Any step the recipient has already passed appears greyed out and is not editable. The sender name and completion date are shown on the card.
Recipient context is shown. The panel surfaces relevant profile details for this recipient - job candidate fields, custom fields, experience, education, skills, and files, so you have context to personalise without switching tabs.
Editing behaviour by recipient status
In Progress
Completed steps are greyed out and locked. Upcoming steps are fully editable. When done, click Save. You can also click Save and Skip Step to save your edits and immediately advance the recipient past the current step.
Error
The errored step is highlighted and shows what the error is directly in the editing panel. You can fix the content or data causing the error, then click Retry (or Save and Retry if you've made changes). You can also click Skip Step to abandon the errored step and advance the recipient.'
Pending Action
The pending step is highlighted. Actions available depend on the step type:
Manual Email: Options are Send, Save, Schedule, and Skip Step. If you edit the content and click Send, the edited version goes out immediately.
Task: Options are Complete Task and Skip Step. Completing the task from here marks it done and triggers the next step.