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:

Adding a Task to Your Sequence

1. Navigate to your sequence editor.
2. Drag and drop a Task Node into the sequence.
3. 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

1. Filter by Has Task:

• Use the filter option "Has Task" to quickly locate contacts with pending tasks.

2. View and Edit Tasks:

• Click Edit to view the details of the task.
• Mark the task as completed with or without adding a note.

3. 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.

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Updated on: 22/01/2025