Sequences

A sequence sends lessons to learners one after another on a schedule. For example: every new hire gets a welcome lesson on their first day, then a new lesson every Monday for six weeks. Learners who don't finish get your account's reminders.

Sequences belong to a space and can only send lessons from that space. Editors of the space create and manage them; viewers can see them.

How a sequence worksCopy Anchor Link

1. A trigger puts a learner into the sequence — for example when they're added as a learner or to a group, or after they complete another lesson. See Triggers.
2. The sequence sends the steps — lessons — one by one, by email, Slack or SMS, each with the learner's personal link.
3. Timing decides when each step is sent. See Timing and reminders. Learners who haven't finished get your account's reminders.
4. When the last lesson is sent (or completed), the learner has finished the sequence. That can start another sequence.

Each learner goes through a sequence once.

The Sequences page lists the sequences of the space with their trigger, lessons, status and learners. A sequence with a challenge shows it below its name — the badge, the challenge title and deadline; click it to open the challenge.

Creating a sequenceCopy Anchor Link

1. Go to Sequences and click New sequence.
2. Name it and choose its language. Only lessons in this language can be added. You can change the language until the first lesson is chosen.
3. In the editor, set the trigger, then add lessons with Add step (you can select several lessons or folders at once). Drag a step to change the order — grab it anywhere. A sequence can have up to 30 steps.
4. Click a step to set its invitation, deadline and when the next step follows; set the channel in the Sequence settings (click an empty spot of the page).
5. Click Start sequence.

You can also create a sequence from the Lessons page: select lessons and choose Sequence → Create new sequence.

The sequence editorCopy Anchor Link

The sequence is shown from top to bottom: the trigger (Starts when), then one card per step. A step is one thing: the invitation and the lesson it sends. Each card shows the step number, the invitation's subject, a fan of the lesson's first cards, the lesson title and its details — for example due in 3 working days · 14 cards · 5 questions · pass 80 % (the deadline only when it's set). Once the sequence is started, the card also shows how learners are doing: Sent, In progress, Finished and Failed (below the pass mark). Only a learner's first try counts.

Between two steps, a label on the line shows when the next one follows, for example +1 day · 09:30 · Mon–Fri. Hover between two steps and use + to insert a step there; Add step at the end adds one after the last. A ⚠ on a card means something needs your attention — no lesson, an unpublished lesson, an empty subject, a message that's too long, an unknown variable, or no deadline while the other steps have one. Point at it to see what.

The panel on the rightCopy Anchor Link

Click a step — or the timing label below it — and the panel on the right shows the whole step in three parts:

• Invitation — the Message learners get, and for email its Subject. Variables show as blue labels (for example First name); add one with Variable above the message, at the cursor. A new step starts with a default invitation in the sequence's language, which you can rewrite. Help me write drafts or edits the message with AI (see Help me write). Show preview below the message opens the invitation exactly as a learner gets it — an email with the sender, subject, your account's logo and colors and the lesson button, an SMS with the link at the end, or a Slack message with its buttons, depending on the channel. For SMS and Slack, open Learners without a phone number get this email (or not in your Slack) below it to see the email those learners get instead. Choose the learner at the top (search by name or email; your choice stays for the whole sequence until you close the tab). Variables the learner has no value for are highlighted, for example {team}: missing. Nothing is sent, and the button in the preview doesn't open the lesson.
• Lesson — the lesson, Change to choose another one, and its Deadline.
• Next step — when the next step follows (not on the last step). See Timing.

At the top of the panel you see where you are, for example Sequence / Step 3/4. Sequence opens the settings of the whole sequence — so does Esc or a click on an empty spot of the page: General (language and channel), Timing, Completion and Learner library, where you can put the sequence in the learner library. Click the trigger for Starts when and Start after (when the first lesson is sent), and the challenge card for the challenge. The ⋯ menu of a step can change its lesson, move it up or down, or remove it from the sequence; right-clicking a step offers the same.

At the top right, next to the tabs, a summary shows a draft's steps, its length in working days and learners; a started sequence shows its learners, how many achieved the completion criteria, how many are in progress (and failed, if any), and how many finished — got through the whole sequence, whatever the result.

Above the sequence, switch between views:

• Flow — the sequence itself, as described above.
• Activity — what happened and what's planned, grouped by day (TODAY, YESTERDAY, TUE 3 NOV…). Choose a learner or a lesson at the top to narrow it down.
  • Recent — newest first. Opening and completing a lesson is one row, Completed with the score (green) or below the pass mark (orange), and how long it took (took 2 min); a lesson opened but not finished shows Opened. When a learner took a lesson more than once, you see which attempt it was. Lessons sent to several learners at once are one row with all their names (Show all). Show only Completed, Below pass, Sent or Not finished with the buttons at the top; Load older activity shows more.
  • Upcoming — each planned send is one row for all learners who get that lesson at that time, plus lesson and challenge deadlines. When the next lesson waits for learners to finish the previous one, they're listed at the end. The last row says when the last lesson goes out and that the sequence then ends. While the sequence is paused, nothing is sent, so the times move.
• Learners — a table with a row for each learner (name with their email below) and a column for each lesson (its number and short name; point at it for the full name). A finished lesson with questions shows the learner's first score — green when they reached the lesson's pass mark, orange when they didn't. Other cells show whether the lesson was sent and not finished, is in progress, or hasn't been sent yet; the legend is below the table. Progress shows finished lessons out of all (3/5), Result whether the learner met the sequence's completion criteria — Achieved, In progress or Failed (point at it for the criteria) — and Last active when they last opened or finished a lesson of the sequence. Show only Achieved, In progress, Below pass (at least one score below the pass mark) or Not started (no lesson finished yet), or search by name or email. ⋯ → Open learner opens their profile. A learner who was deactivated is marked Stopped.

With challenges turned on, a Challenge card at the end of the sequence adds a deadline and a reward (Add a challenge), and the Learners tab gets a Challenge column.

To delete the sequence, use ⋯ next to it → Delete.

A lesson that's used in a sequence (as a step or a trigger) can't be deleted.