Getting started with sequences
How sequences work, the decisions to make first, how to organize onboarding, the General Onboarding sequence, profile statuses and self-tracking.
Building sequence steps
The step categories and what each one is for, the Checklist and E-Signature step types, gathering digital consent, and signing a fillable PDF on someone's behalf.
Step settings, due dates and expiration
Who can see a sequence, how people move between steps, due dates and reminders, and how expiration works both automatically and per person.
Managing people and sequences
Moving people through a sequence, pausing and resuming someone, and keeping your own list tidy with folders, copies and archiving.
Automations and profile tags
What a sequence can do on its own: sequence-level and step-level automations, and auto-assigning profile tags as people progress.
Reporting and integrations
Reading sequence metrics on your dashboard, and the SCORM Cloud and Sterling Volunteers integrations.
Importing data
Build your sequences in bulk from a spreadsheet instead of one step at a time: which columns are read, how the step columns work, how names in your file are matched to Vome, and what an import does not create.