How to… Steps

            Your Automation can contain up to 5 Steps. Each Step contains an Email and a Trigger. When a Subscriber meets the Trigger criteria they are sent the Email, depending on any Delay or Schedule you’ve set on that Step.

            Breakdown of a Step

            From top left to bottom right, a Step is made up of a Step Number, Trigger, Email Thumbnail, Email Details, Schedule, Statistics and finally, when hovering, the Step Tools.

            Step Number
            The top left Step number indicates where the Step sits in the sequence. This is a useful guide for organisation rather than a definitive order of sending, as you may have a non-dependent Step that sends before the one above it.

            For example, if this is your automation, Step 3 may send an email before Step 2 sends one:

            • Step 1 sends a Subscriber an email on a certain date.
            • Step 2 sends an email when the Subscriber has clicked the Step 1 email.
            • Step 3 sends an email on a certain date, which is one day after Step 1.


            Every Step must have a Trigger defined in order to send. Your Automation won’t start if one or more of your Steps has Trigger: None displayed. See our Trigger guide for more information.

            Email Thumbnail

            Once you’ve created an Email for your Step, a thumbnail shows on the left. This only shows the top part of your Email, but should be enough to tell at a glance what it looks like. You can click this thumbnail or the Edit button next to the Email Name to open the editor to make changes
            or make sure it’s the right one

            Email Details

            To the right of the thumbnail are the Email Details – Name, Subject, From Name and From Address – for that Step. If you haven’t yet created an Email for a Step, you’ll only see the Create Email button – click this to start creating an email. 

            Once you’ve created an Email for a Step, click the thumbnail or the Edit button next to the Email Name to make changes to the Email Details – the editor will open Email Details pane ready to edit. The Send Proof button enables you to send a proof copy of your Step Email, so you can check how it looks and if any links are correct when the email is received in an inbox.

            You can a send a Proof Email to a Manual List of addresses, or to your Proof group. Sending a Proof Email does not activate your Automation, does not generate a Campaign Report in Track, and does not affect your Automation’s statistics.

            You can delete an Email by clicking the Delete Email button.

            Schedule If it’s included in your package, Schedule is one of the most powerful tools available. Essentially you can set a time window in which emails will be sent. Even if a Subscriber meets Trigger conditions outside the window, the Schedule will hold the send until that time. In the Schedule options you can specify emails should only be sent on particular Days and/or Times. Schedule isn’t required on every Step and there are plenty of cases when even if you’ve got it you’ll want to leave the default of “Any Day, Any Time”. For example, if you want to send an instant follow-up email after an Open or Click.

            Step Statistics

            The rightmost section of a Step is dedicated to the statistics. At a glance you can see the number of emails sent, and percentages of Opened, Clicked and Bounced. Hovering the mouse cursor over this section will show you the figures for the percentages.

            Click View Report to see a full stats breakdown for that Step and when you’re ready, click Return to Steps to come right back.

            Step Tools

            When you hover your mouse cursor over a Step, a green toolbar appears on the right edge. This lets you move a Step up or down in order, clone the Step, or delete it.

            Note: Most of the tools are disabled for the first Step; you can only clone it. You also cannot move any Step up into first Step place, as this would be the same as moving the first Step down.

            Clone Step

            This tool can save you a lot of time and painstaking recreation. When you clone a step, you get a copy of its trigger and schedule settings, and most importantly a copy of its email and email details. When you’re making a series of emails, this can be a godsend; rather than starting afresh creating each new Step Email, all you have to do is edit the cloned copy.

            Delete Step

            Does what it says on the tin. Consider this action carefully as deleted Steps cannot be recovered. If you delete a Step that has dependent Steps (shown indented underneath it) these will also be deleted. The popup confirmation will warn you of this.

            Deleted Steps

            Any deleted Steps and all their former settings and statistics can be viewed by clicking the Show Deleted Steps button at the bottom of the screen, underneath all the regular Steps, so you may need to scroll. If you don’t have any deleted Steps for an Automation, the button won’t show.

            Move Step Up, Move Step Down

            Moving a Step up or down in the order can save you recreating a Step if you’ve made it in the wrong place, or change the order of your Automation for another reason. If ever the Up or Down tool is darker than the other tools and you can’t click it, this means it is disabled for that Step. Note: If you have a Step with a Trigger dependent on Previous Email then moving a different Step into position above it will change the Email that the term ‘Previous’ now refers to.

            Add a Step

            Add a new Step to your Automation by clicking any Add Step button. You can have up to 5 Steps in an Automation, so if you can’t see an Add Step button, you’ve reached your maximum!

            Dependent Steps

            Dependent Steps (indented) are normal Steps in every way, except their Trigger references the Previous Step’s Email. This makes them dependent on that Step.

            For more information (including screenshots) and a downloadable copy of this guide please visit 'How to...Steps'
            Updated: 07 Nov 2017 10:43 PM
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