Managing people and sequences
How do I delete a sequence?
You can delete a sequence yourself, at any status, and you decide whether the people in it keep what they submitted. Deleting used to mean asking us. It no longer does. A sequence can now be deleted from its own options menu whether it is a draft, ...
What do I do when someone is stuck on a sequence step?
Overview Somebody has been sitting on step 4 for three weeks and nothing is moving. Vome already knows how long they have been there, so the job is to decide how hard to push and whether to automate the pushing. There are four tools, in the order you ...
How do I get people into a sequence?
Overview Nobody enrolls themselves in a sequence. Either an administrator assigns it, or an automation assigns it for them. There are five ways in, and most organizations end up using two or three of them. The one to understand first is the form. ...
Can I delete a sequence?
You can. This changed: a sequence can now be deleted from its own options menu, at any status. This article used to explain why there was no Delete option and how to ask us to remove a sequence for you. That is no longer how it works. Deleting is now ...
How Do I Pause and Resume a User in a Sequence on Vome?
Overview Pause/Resume is a whole-sequence capability that lets you pause a user's progress through a sequence. You can pause indefinitely or schedule an automatic resume, and you can choose how paused time is treated by automations. 1. How do I pause ...
How do I manage users in a sequence on Vome?
How to Manage Users in a Sequence on Vome The sequence details view gives you a full picture of every user assigned to a sequence, their current step, and their progress status. This is where you manage day-to-day sequence activity for all assigned ...
How do I organize sequences into folders on Vome?
Organizing Sequences into Folders on Vome Folders allow you to group related sequences together in your Sequences list, making it easier to manage large numbers of sequences across different programs, departments, or seasons. Creating a Folder From ...
How do I archive or copy a sequence on Vome?
How to Archive or Copy a Sequence on Vome Archiving a Sequence Archiving a sequence removes it from active use. Before archiving, it is important to understand the consequences: All profiles in the sequence who are currently Active or Paused will be ...