Sequence steps define what should happen after a Person is enrolled in a Sequence. Steps can send emails automatically or create tasks for a user, such as manual emails or phone calls.Documentation Index
Fetch the complete documentation index at: https://docs.unifygtm.com/llms.txt
Use this file to discover all available pages before exploring further.
Adding steps to Sequences
When drafting or editing a Sequence, click + in the Sequence Builder to add a new step.Automatic email
Send a personalized email automatically when the step is scheduled.
Manual email
Create an email task that a user reviews and sends from Unify.
Phone call
Create a task to call the Person.
Action item
Create a generic task with custom instructions.
Automatic email
Automatic email steps send without requiring a user to review the message first. Use them for outreach that can be safely sent once Unify has hydrated the recipient-specific content and the mailbox has capacity during an allowed send window. Automatic emails can use template variables, snippets, and smart snippets. If required personalization data is missing or invalid, Unify blocks the enrollment instead of sending an incomplete email.Manual email
Just like automated emails, manual email steps can be composed using template variables, snippets, or smart snippets. When a Person reaches the step, Unify creates a manual email task instead of sending the email immediately. Use manual email steps when a user should review, edit, or tailor the message before it goes out. You can set the task priority and choose who the task should be assigned to.
Phone call
Phone call steps create a phone call task for the assigned user. Use them when a rep should call the Person before the Sequence continues. Phone call steps can include notes that appear on the call task once created. Template variables, snippets, and smart snippets can customize those notes for each Person.
Action item
Action item steps create a general task for the assigned user. Use them for manual work that is not specifically an email or call, such as reviewing an account, checking CRM data, preparing for a meeting, or taking a custom follow-up action. Action item steps can include notes that appear on the task once created. These notes can provide instructions or context about the Person or Company. Template variables, snippets, and smart snippets can customize those notes for each task.