Create a new sequence
- Navigate to Sequences in the sidebar
- Click New sequence in the top-right corner
- Enter a name for the sequence
- Optionally, describe what the sequence should do in the Description field to generate steps with AI
- Click Create sequence
Edit sequence steps
After creating a sequence, you land on the Steps tab where you can configure each step.Edit an email step
- Click into the email step to expand it
- Edit the Subject line
- Write or modify the email Body using the rich text editor
- Type
/to insert a numbered list, bulleted list, image, or HTML block - Toggle Reply to previous thread to send as a reply to the prior email in the sequence
Edit a task step
- Click into the task step to expand it
- Edit the task Title and Description
- Set the Time to complete (deadline offset in business days)
- Optionally assign the task to a specific team member
Add a step
- Click Add step in the top-right of the steps area
- Select the step type (Email or Task)
- Choose which day of the sequence the step should execute
- Click Create step
Move a step
- Click the three-dot menu on the step
- Select Move step
- Choose a new day for the step
Delete a step
- Click the three-dot menu on the step
- Select Delete step
Publish changes
After editing steps, click Publish in the save bar at the bottom to apply your changes. You can also click Discard to revert unpublished edits.Use the calendar view
The sequence detail page includes a calendar sidebar that shows when each step will execute for a hypothetical enrollment. Use it to:- Visualize the spacing between steps
- Change the example start date to see how the schedule shifts
- Click a day on the calendar to scroll to that step
Timing
Sequences send emails during business hours on business days in your book’s timezone. Day 1 timing:- Enroll at 10 AM on Tuesday — the day 1 step executes that day
- Enroll at 7 PM on Tuesday — the day 1 step executes Wednesday morning
- Enroll on Saturday — the day 1 step executes Monday
- Day numbers refer to business days, not calendar days
- Day 3 means the third business day from enrollment — Tuesday enrollment means Thursday delivery
- Weekends are skipped automatically
Enable the sequence
After configuring your steps, toggle the Enable sequence switch in the top-right corner. Only enabled sequences can accept new enrollments and send emails. You can disable a sequence at any time. Disabling pauses all active enrollments. When you re-enable, Slant asks whether to resume the paused enrollments or leave them paused.Sequence settings
Click the Settings tab to configure:- Sequence name — Update the display name
- Default sending account — Choose which connected email account sends sequence emails. If not set, emails send from the email integration of the user who enrolled the household.