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How to work with steps
How to work with steps
Updated over 6 months ago

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 three types of steps: message, lesson, and task.


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
CONVERSION - 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 "Assignment 1" before Step "Hi!" - the subscriber will receive "Assignment 1 in the remaining 10 minutes:

After another 10 minutes, “Lesson 2” will go to him and all the next steps according to the schedule. He will skip steps "Hi!" and "Lesson 1" 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 by clicking on the button of the same name:

After the resumption, subscribers will continue to receive new steps as scheduled.

Important: if a new step has a send time of “Through” or “On the exact day”, it will be scheduled not from the previous step, but from the moment the subscriber is renewed in the 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:

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