What are steps
Steps are small pieces of content that you want to share with other people. This can be text, images, GIFs, videos, audio, files, stickers, voice or video messages.
Step types
There are six types of steps: message, lesson, assignment, survey, quiz and question.
Thanks to different types, you can more easily separate content by meaning and more flexibly customize product navigation or auto-delete steps.
How steps are sent
The steps are sent sequentially, one after the other:
When a subscriber is added to the product, the first step is planned for him. After receiving the first step, it is immediately planned to send the second. After the third. This happens until the subscriber reaches the last step and completes the product:
How long this path will be depends on the time of sending each individual step.
An exception is steps with a send time of "No". Subscribers will only be able to receive this step if you add it to the menu or submit it manually.
Step stats
Each step has statistics from three indicators:
Received — the number of subscribers who received the step
Waiting — the number of subscribers who are waiting to receive the step; in other words, the step is already planned for them, but not sent yet
Completion Rate — the percentage of subscribers of the total who received a step.
If you click on any of the first two indicators, you will see a list of subscribers who have received or are waiting for the current step:
Features of working with steps
Consider common situations when working with steps:
Change content within a step
If you change the content inside a step:
Subscribers who did not receive the step will receive its updated version on schedule
Subscribers who received a step will be able to find only its previous version in the chat with the bot
Change the send time of a step
If you change the step send time:
Subscribers who did not expect the step will receive it according to the new schedule
Subscribers who expected the step will receive it:
— instantly if, according to the new schedule, they should have already received a step
— after the time remaining before sending, if according to the new schedule they should not have received a step
Example: the step send time is in 2 hours. The subscriber has been waiting for the step for 1 hour already:
If we change the send time to:
— After 30 minutes — the subscriber will receive the step instantly
— After 2.5 hours — the subscriber will receive a step in 1.5 hours
Changing the step order
If you change the step order, subscribers will still receive the current scheduled step and immediately after that, they will be scheduled to send the next step.
If subscribers have already received the next step before, they will be scheduled to send the next step that has not yet been sent to them.
Example: a subscriber has received the "Lesson 2" step and has been waiting for "Lesson 3" for 10 minutes:
If at this moment you decide to put "Lesson 3" before Step "Lesson 1" — the subscriber will receive Lesson 1 in the remaining 10 minutes:
After another 10 minutes, “Lesson 4” will go to him and all the next steps according to the schedule. He will skip steps "Lesson 1" and "Lesson 2" since he has already received them before:
Important: we do not recommend changing the order of steps if subscribers received or expect them — this will spoil the statistics.
Adding a new step
If you add a new step, all subscribers who complete the product will receive it according to the schedule.
If you want subscribers who have already completed the product to receive a new step, resume subscribers. You have several ways to quickly resume subscribers who have already completed the product:
1. Window when saving a step
When you add a new step and click "Save" — a pop-up window appears:
if you select Save only — the step will be saved, but subscribers who have completed it will not receive it;
if you select Save and resume — all those who have completed will immediately start receiving new steps according to the schedule.
2. Hint above the content
If you selected "Save only", a reminder will appear at the top of the page: "Some subscribers have completed the product and is no longer receiving new steps." There is also a Resume subscribers button available.
3. Button in the upper right corner
If you closed the hint, you can still resume subscribers — in the upper right corner an ↻ icon is displayed. Click it to resume subscribers at any time. This button remains active as long as there are subscribers that can be resumed.
After the resumption, subscribers will continue to receive new steps as scheduled.
If the next step is scheduled with After or On the exact day, it will be planned not from the previous step, but from the moment the subscriber is resumed in the funnel or product.
Example: you have added only 5 out of 10 lessons to the product, because the rest of the content is not ready yet. Half of the subscribers have already watched these 5 lessons and completed the product.
When you add the 6th lesson, these subscribers will not receive it automatically. But after clicking on the “Renew subscribers” button, they will be sent a new step in 30 minutes:
Deleting a step
If you delete a step that subscribers did not expect, it will disappear without consequences, no one else will receive it in the future:
If you delete a step that subscribers were waiting for, immediately after the deletion, they will be scheduled to send the next step:
