Step types
Email steps
Email steps send an automated message to the enrolled household’s recipients. Each email step includes:- Subject line — What appears in the recipient’s inbox
- Email body — The message content, written with a rich text editor
- Send day — Which business day of the sequence to send
- Reply to previous thread — Option to send as a reply to the prior email step, keeping the conversation in one thread
- Attachments — Files attached to the email template
Task steps
Task steps create a follow-up task instead of sending an email. Each task step includes:- Title — The task name
- Description — Details about what to do
- Time to complete — Deadline offset in business days from the step’s scheduled day
- Assigned to — Optionally assign to a specific team member
- Phone call reminders
- Personal touchpoints that should not be automated
- Checkpoints to review engagement before continuing
Email step details
Writing email content
Use the rich text editor to compose emails. Type/ to access the command menu for inserting:
- Numbered lists
- Bulleted lists
- Images
- HTML blocks
Personalization variables
Insert variables to personalize each email for the recipient. Variables use Liquid syntax with double curly braces. Example:Reply threading
Enable Reply to previous thread on an email step to send it as a reply to the preceding email step in the sequence. When enabled:- The subject line becomes “Re: [previous email subject]”
- The email appears in the same thread as the prior message
- This only works if there is a preceding email step
One email per day
Each day in a sequence can have at most one email step. You can have a task step on the same day as an email step.Timing
Business day calculation
Step timing uses business days (Monday through Friday):| Setting | When it executes |
|---|---|
| Day 1 | Day of enrollment (during business hours) or next business day |
| Day 2 | First business day after day 1 |
| Day 3 | Second business day after day 1 |
- Day 1: Tuesday
- Day 3: Thursday
- Day 6: Tuesday (next week)
- Day 10: following Monday
Sending windows
Emails send during business hours in the book’s timezone. The system optimizes send time within this window.Manage steps
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
Changes to steps are not saved automatically. Click Publish in the save bar at the bottom of the page to apply changes. Click Discard to revert.Step limits
| Limit | Maximum |
|---|---|
| Email steps per sequence | 6 |
| Sequence duration | 20 business days |
| Email steps per day | 1 |