Sequence steps (send, wait, condition)

Sequence Steps: Send, Wait, Branch, and Tag

Sequence steps are the individual actions that run automatically for each contact moving through a sequence. This article covers every step type available in CaterCloud so you can build follow-ups, delays, and conditional paths without guesswork.

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Adding a Step

Open any sequence and switch to the Builder tab. Click Add Step below any existing step to insert a new one, then choose a step type from the panel.

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Step Types

Send Email

Sends an email to the contact at that point in the sequence.

• Subject — the email subject line
• Body — your message content; use merge tags to personalise
• From — optionally override the sending address

Send SMS

Sends a text message to the contact's mobile number.

• Body — your message text
• From — optionally set a specific sending number

Wait

Pauses the sequence for a set amount of time before moving to the next step.

• Duration — enter a number
• Unit — choose Minutes, Hours, or Days

Use a Wait step between a Send Email and the next action to give contacts time to respond before following up.

If / Else (Branch)

Splits the sequence into two paths based on a condition. Contacts who meet the condition follow the True branch; everyone else follows the False branch.

• Field — the data point to check (e.g. contact.tags, event.estimatedRevenue)
• Operator — choose from options such as equals, contains, greater than, is empty, and more
• Value — what to compare against
• Add multiple conditions and connect them with AND or OR

Both branches can continue independently with their own steps.

Add Tag / Remove Tag

Applies or removes one or more tags on the contact record when that point in the sequence is reached.

• Tags — type or select the tags to add or remove

Tags are useful for segmenting contacts or triggering other automations later.

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Ending a Sequence

Add an End step to any branch to explicitly close that path for the contact.

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> Tip: Combine a Wait step with an If / Else branch to check whether a contact has opened an email before deciding what to send next.