Create a sequence
1
Open the sequences page
Click Sequences in the sidebar under Platform.
2
Click + New sequence
Choose how to start:
- Start from scratch — create an empty sequence and add steps yourself
- Generate with AI — describe what you want and Slant writes the steps
3
Enter a name
Type a name for the sequence in the Sequence name field.
4
Optionally describe the sequence
If you chose Generate with AI, fill in Description of what the sequence should be with who the sequence is for, the ideal outcome, and what steps to include. Slant uses that description to generate a starting set of steps.
5
Click Create sequence
The sequence is created and you’re taken to the sequence detail page. If you provided a description, AI-generated steps appear after a few seconds.
Edit steps
The Steps tab shows all steps in the sequence, organized by business day. Each step is an Email, SMS, or Task.Email steps
Each email step includes:- Subject — The email subject line.
- Body — The email content, with rich text formatting.
- Reply to previous email — Check this to send the email as a reply in the same thread as the previous email step. When enabled, the subject line is inherited from the previous email.
- Attachments — Click the attachment icon at the bottom of the step to add files.
- Signature — Your email signature is appended automatically when the email is sent.
- Variables — Type
{in Subject to choose a variable. In Body, click Insert variable or type{. Values fill when the email sends.
Deceased household members are automatically excluded from head, spouse, and household leader placeholders in the subject and body.
SMS steps
Each SMS step includes:- Message — Plain-text content up to 1,000 characters.
- Variables — Click Insert variable or type
{in Message. Choose available recipient, household, sender, company, or custom-field values.
Task steps
Each task step includes:- Title — The task name. Type
{to insert available variables. - Description — Additional details for the task. Type
{to insert available variables. - Priority — The task priority level.
- Label — A label for categorizing the task.
- Assigned — The team member responsible for the task.
- Due in — How many days after the step runs the task is due.
- Email options — Whether to associate the task with an email.
Add a step
1
Click Add step
Click + Add step in the top-right corner of the Steps tab.
2
Choose the step type
Select Email, SMS, or Task. You can have up to 6 email steps per sequence.
3
Set the business day
Enter the business day (1–20) when this step should run.
4
Fill in the email or task details
Only one email step is allowed per business day. SMS and task steps have no per-day limit.
Move or delete a step
Click the menu on any step to access:- Move step — Change the business day the step is assigned to.
- Delete step — Remove the step from the sequence.
Publish changes
Changes to steps are saved locally until you publish them. When you have unpublished changes, a bar appears at the bottom of the Steps tab:- Click Publish changes to save all edits.
- Click Discard to revert to the last published version.
If the sequence has active enrollments, publishing changes only affects future enrollments. Households already enrolled continue with the steps as they were when enrolled.
Duplicate a sequence
To create a copy of an existing sequence:1
Open the sequences list
Click Sequences in the sidebar.
2
Open the row menu
Click the menu on the sequence you want to copy.
3
Click Duplicate sequence
Enter a name for the copy and confirm. The duplicate includes all steps and settings from the original.
Sequence settings
Click the Settings tab on any sequence to configure:General settings
- Sequence name — Edit the sequence name inline.
Sender settings
- Default sending account — Choose which connected email account sends emails for this sequence. If not set, emails send from the email account of the user who enrolls the household.
- Default SMS sending account — Choose the phone integration shown by default while configuring the sequence. You still select Send SMS from for each enrollment or automation.
- Permanent BCC — Add one or more email addresses that every sequence email BCCs. This applies to anyone enrolled after you save the setting. Existing enrollments keep the recipients they already have.
Enrollment settings
- Finish on inbound call — When on, an incoming call that happens after enrollment from someone in the enrolled household or contact marks that enrollment complete. Off by default. Historical calls imported later (for example during a phone integration backfill) do not finish the enrollment.
Enable or disable a sequence
Toggle Enable sequence in the top-right corner of the sequence detail page. You can also click the menu on the sequences list and select Activate or Deactivate.- Enabling allows you to enroll households and starts processing steps for active enrollments.
- Disabling pauses all active enrollments immediately. When you re-enable, you’re asked whether to automatically resume the paused enrollments or leave them paused.
Delete a sequence
If a sequence has never had an enrollment, open its menu on the sequences list and select Delete sequence. For a sequence with past enrollments, delete it from its settings:1
Open the sequence settings
Click the Settings tab on the sequence.
2
Click Delete sequence
In the Danger zone section, click Delete sequence and confirm.
You must remove all active enrollments before you can delete a sequence. The list-page shortcut appears only for sequences with no enrollment history.
FAQ
What are the default steps for a new sequence?
What are the default steps for a new sequence?
If you choose Generate with AI without a description, a new sequence starts with five steps: a welcome email and a task on day one, a follow-up email on day three, a check-in email on day ten, and a final email on day twenty. Start from scratch creates an empty sequence with no steps.
Can I edit a sequence that has active enrollments?
Can I edit a sequence that has active enrollments?
Yes. You can edit and publish changes at any time. However, changes only apply to future enrollments — existing enrollments continue with the original steps.
What happens when I disable a sequence with active enrollments?
What happens when I disable a sequence with active enrollments?
All active enrollments are paused immediately. When you re-enable the sequence, you can choose to resume them automatically or leave them paused for manual review.
Next steps
Manage enrollments
Enroll households and track progress through a sequence.
Sequences overview
Learn how sequences work and key concepts.