Timing and reminders
Decide when each lesson is sent and by when learners should finish it. Reminders come from your account.
Timing of steps
The trigger and every step have a timing that says when the next lesson follows. Set it in one sentence — Send after 1 day at 09:00 in the step's Next step, or Start after for the first lesson in the trigger:
- the wait — a number of hours, days or weeks. The shortest wait is 1 hour, so a lesson is never sent sooner than an hour after the trigger or the previous lesson.
- at — a time in your account's time zone (set in General). Leave it empty and the lesson goes out at the same time of day, exactly after the wait.
- Weekdays only — if it falls on a Saturday or Sunday, it moves to Monday.
Click the timing label between two steps to change it. A new step follows the previous one after 1 day, on weekdays only, at 09:00.
Counted from
In the Sequence settings → Timing, choose in Next lesson is counted from what the timing counts from — for all lessons of the sequence:
- Previous sent — lessons follow the schedule, whether or not the learner finished the previous one.
- Previous completed — each lesson waits until the learner completes the previous one. Its timing counts from that moment.
The same choice says when the sequence ends: once the last lesson is sent, or once the learner completes it. This matters for sequences started when another sequence is completed.
Channel
In the Sequence settings → General, choose in Send lessons via whether the sequence sends its lessons by email, Slack or SMS — the same channel for all lessons (Slack and SMS are offered once connected in Integrations). Each step's Invitation has a message, and for email a subject (with the same variables as in Share, shown as blue labels). A new step starts with a default text in the sequence's language — rewrite it as you like; it isn't translated for learners.
With SMS or Slack, you write only that one message. Learners the channel can't reach — no phone number, no Slack account with the same email, or the integration was disconnected — get the same text by email instead, with your account's logo, the lesson button and a default subject in their language. You don't write anything extra for it. The sequence's Activity shows who got the email and why (for example No phone number → sent by email).
Help me write
The Help me write button above the message offers:
- Draft a message — writes a new subject and message from the lesson's content: why the lesson is worth the learner's time and what they'll get out of it. Works even when the message is empty.
Once the step has a message, you can also edit it:
- Improve writing — clearer, more fluent and more inviting, about the same length.
- Fix spelling & grammar — fixes only mistakes; the wording and style stay.
- Make shorter — a shorter, more concise message that fits the channel's limit.
- Adapt for channel — rewrites the message for Email, Slack (short, conversational, emoji are fine) or SMS (very short, plain text).
- Tone — Friendlier, More formal, More energetic or More personal.
- Form of address — switches the whole message to the Informal or Formal form of address (for example du / Sie in German). Offered only for languages that make this distinction.
AI writes for the channel chosen in Send lessons via: a short email with a greeting and a few paragraphs, a brief conversational Slack message, or a very short SMS without emoji. Every edit keeps the message fitting that channel (except Fix spelling & grammar, which changes nothing but mistakes).
You can also type your own instruction in Ask AI to change this message…. Variables such as {first_name} are kept. Click Undo next to the button to get your previous text back. Each edit uses AI credits from your plan.
Deadline
Each step of a sequence can have its own Deadline — click the step and choose in Lesson → Deadline No deadline, 1 working day, or 3, 7, 14 or 30 working days. A new step starts with No deadline.
The deadline counts from when the invitation is sent to each learner, in working days — weekends extend it. Learners see the date in the invitation, at the start of the lesson and on My overview, and get reminders before it, the same as with Share. If the learner already had the lesson and hasn't finished it, the new deadline replaces the old one.
Each step shows its deadline below the lesson title, for example due in 3 working days.
Reminders
Sequences don't have reminders of their own. Learners who haven't finished a lesson from a sequence get your account's reminders — one message together with their other unfinished lessons, so they never get two reminders for the same lesson. You set them up in Account settings → Reminders.
Reminder settings that sequences had before are no longer used.