Tasks in Super Send
Tasks in Super Send
Super Send allows you to create and manage tasks as part of your sequences, ensuring timely actions and follow-ups for your contacts. Here’s how tasks work and how you can effectively use them:
Navigate to your sequence editor.
Drag and drop a Task Node into the sequence.
Configure the task details, such as the action required.
When a contact reaches the task node, a yellow triangle icon will appear, indicating that there is a task that needs attention.
Filter by Has Task:
Use the filter option "Has Task" to quickly locate contacts with pending tasks.
View and Edit Tasks:
Click Edit to view the details of the task.
Mark the task as completed with or without adding a note.
Event Tracking:
Once a task is completed, it will be logged on the Events Page, providing a record of the action taken.
Phone Calls:
Schedule a phone call when a contact reaches a specific point in the sequence.
One-Off Actions:
Assign unique tasks, such as sending personalized follow-ups or updating contact details.
After completing a task, the contact will automatically proceed to the next step in the sequence, ensuring a smooth workflow.
By incorporating tasks into your sequences, you can manage actions effectively and ensure no important steps are overlooked.
Super Send allows you to create and manage tasks as part of your sequences, ensuring timely actions and follow-ups for your contacts. Here’s how tasks work and how you can effectively use them:
Adding a Task to Your Sequence
Navigate to your sequence editor.
Drag and drop a Task Node into the sequence.
Configure the task details, such as the action required.
When a contact reaches the task node, a yellow triangle icon will appear, indicating that there is a task that needs attention.
Managing Tasks
Filter by Has Task:
Use the filter option "Has Task" to quickly locate contacts with pending tasks.
View and Edit Tasks:
Click Edit to view the details of the task.
Mark the task as completed with or without adding a note.
Event Tracking:
Once a task is completed, it will be logged on the Events Page, providing a record of the action taken.
Best Use Cases for Tasks
Phone Calls:
Schedule a phone call when a contact reaches a specific point in the sequence.
One-Off Actions:
Assign unique tasks, such as sending personalized follow-ups or updating contact details.
Advancing the Sequence
After completing a task, the contact will automatically proceed to the next step in the sequence, ensuring a smooth workflow.
By incorporating tasks into your sequences, you can manage actions effectively and ensure no important steps are overlooked.
Updated on: 22/01/2025
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