How sequences work
A sequence is a series of steps spread across business days (weekdays, excluding holidays). Each step is either an automated email or a task. When you enroll a household in a sequence, Slant schedules each step based on the business day it’s assigned to and executes them automatically.- Email steps send an email from your connected email account to the household’s head of household (and optionally other members)
- Task steps create a task assigned to the user who enrolled the household (or another team member you specify)
Key concepts
- Steps — The individual emails and tasks that make up a sequence. A sequence can have up to 6 email steps and any number of task steps, spread across up to 20 business days. See Creating sequences for details.
- Enrollments — When you add a household to a sequence, that creates an enrollment. Each enrollment tracks its own progress through the steps independently. See Managing enrollments for details.
- Publishing — Changes to steps are not applied until you click Publish changes. This lets you edit multiple steps before committing. Published changes only affect future enrollments — households already in the sequence continue with the original steps.
- Enabling and disabling — New sequences start as inactive. You must enable a sequence before you can enroll households. Disabling an active sequence pauses all current enrollments.
Auto-finish triggers
Sequences automatically finish an enrollment early when the household responds:- Email reply — If the household replies to any email in the sequence, the enrollment finishes immediately.
- Meeting scheduled — If a meeting is scheduled with anyone in the household, all active enrollments for that household finish.
AI-generated sequences
When you create a new sequence, you can provide a description of what the sequence should accomplish. Slant uses AI to generate a starting set of steps based on your description — including email subjects, body content, and task titles. You can then edit the generated steps before enabling the sequence.Enrollment limits
Each book can have up to 100 active enrollments across all sequences. The current count is displayed at the top of each sequence page. Finished and paused enrollments do not count toward this limit.Where sequences appear
- Sequences page — Access all your sequences from Sequences in the sidebar under Platform. This is where you create, edit, and manage sequences and their enrollments.
- Household records — Each household’s Records tab shows a Sequences section with active and past enrollments, plus the ability to enroll directly.
- Bulk actions — You can enroll multiple households at once from the clients or prospects list page.
- Automations — Automations can add or remove households from sequences automatically based on triggers you define.
FAQ
Can a household be enrolled in multiple sequences at the same time?
Can a household be enrolled in multiple sequences at the same time?
Yes. Each enrollment tracks progress independently. A household can be in as many sequences as needed, as long as the book hasn’t reached the 100-enrollment limit.
What happens to sent emails and created tasks if I delete a sequence?
What happens to sent emails and created tasks if I delete a sequence?
Emails that have already been sent and tasks that have already been created remain on the household. They are no longer linked to a sequence, but the data is preserved.
Do sequences send on weekends or holidays?
Do sequences send on weekends or holidays?
No. Sequences use business days only. Emails and tasks are scheduled during business hours on weekdays, skipping weekends and holidays.
Who can create and manage sequences?
Who can create and manage sequences?
Any user with access to the book can create, edit, and manage sequences and enrollments.
Next steps
Create a sequence
Build a sequence with email and task steps.
Manage enrollments
Enroll households and track their progress.