Articles on: Campaign Management

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.


  1. View and Edit Tasks:
  • Click Edit to view the details of the task.
  • Mark the task as completed with or without adding a note.


  1. 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

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