Overview

Step Automations let you attach time-based or event-based automations to an individual sequence step. When a user reaches that step, the automation watches their progress and, when its condition is met, runs one or more actions automatically. Actions include sending a notification, assigning or removing tags, sites, or opportunities, marking a user inactive, removing them from the sequence, archiving their profile, or adding them to your database.

This article explains how to configure step automations and what each setting does.

1. Where do I set up Step Automations?

Open a sequence for editing and go to the step you want. In the step's settings (either the inline step card or the step settings popup), you will find a Step automations section with a Manage automations action. From there you can add, edit, or delete automations for that step.

Note: A step must be saved and published before you can add automations to it. If you try to add one to a brand-new step, you will see a prompt to save and publish the step first.

2. When does an automation run? (Triggers)

Each automation has a trigger that determines when it runs. There are three options:

• When the user enters this step.
• When the user completes this step.
• After the user has been pending for a duration.

For the "enters this step" and "pending for a duration" triggers, you can set a delay or duration using three fields (days, weeks, months) that are added together. For "enters this step," leaving the delay at zero runs the automation as soon as the user enters; a positive value waits that long after entry. For "completes this step," there is no delay; it runs on completion.

3. Can an automation repeat?

Yes, but only for the "After the user has been pending for a duration" trigger. When you enable Repeat, the automation re-runs on a recurring interval while the user is still pending. You set how often it repeats (number plus days, weeks, or months) and a maximum number of times. A plain-language summary confirms the schedule, for example "Repeats every 3 weeks, up to 4 times."

4. What actions can an automation perform?

Each automation can include one or more actions. Available action types are:

• Send a notification
• Remove from this sequence
• Archive the user's profile
• Mark inactive for this sequence
• Unassign sites
• Unassign opportunities
• Remove profile tags
• Assign profile tags
• Assign sites
• Assign opportunities
• Add to database

You can add multiple actions to a single automation and remove them as needed.

5. How do notification actions work?

When you choose Send a notification, you can configure:

• Send from: your connected email domain (default) or the Vome email server.
• Delivery: Email, Push, or Email and push (default).
• Send as: when sending from a connected domain, choose whose connected mailbox sends the email. This can be you, the sequence coordinator, or any other administrator in your organization.
• Use a saved email template: reuse content across sequences, or choose "No template" to write a custom subject and body. When a template is selected, its subject and body are used and any custom subject and body are ignored.
• Email subject and body: the body is a rich-text editor. You can insert personalization tokens such as $first_name, $last_name, $sequence_title, $days_pending, and $organization_name.

6. What are the "Still interested?" buttons?

When composing a notification, you can enable Include "Still interested?" buttons. This adds "Yes, I'm still interested" and "Not interested" buttons to the email.

• If the user clicks "Yes, I'm still interested," their response is recorded, you are notified that they confirmed interest, and they are routed back into the sequence to continue.
• If the user clicks "Not interested," their response is recorded and any follow-up actions you configured for that case run. You configure these by setting an action's "When" to "the user clicks Not interested."

If the user's step has already moved on when they click the link, the response page lets them know their progress has already advanced and no action is taken. These links are signed and expire after a set period; an expired link prompts the user to log in to continue.

7. Can I notify the coordinator or watchers?

Yes. Notification actions include optional toggles for Notify sequence coordinator and Notify sequence watchers, both off by default. When enabled, those recipients get a short summary that the automation ran for the user, not the user's personalized email.

8. What does the "Archive the user's profile" action do?

It presents four optional toggles you can combine:

• Remove from opportunities
• Mark inactive for this sequence
• Remove from sites (you can limit to specific sites, or leave all unchecked to remove from all)
• Remove profile tags (you can limit to specific tags, or leave all unchecked to remove all)

9. What happens to automations when I reorder or republish a sequence?

Automations stay attached to their step. Reordering steps (which changes step numbers) keeps each automation with its step, and republishing an edited sequence keeps the automations on existing steps. Deleting a step also removes its automations.

10. When are automations evaluated?

Automations run on a recurring background scan (about every twenty minutes) and, for immediate events, when a user enters or completes a step. Automations do not fire while a user is paused or inactive on a sequence. When a user advances to a new step, pending automations from the prior step no longer apply, and the timing resets to the new step.