Steps & A/B Testing
Build multi-step email sequences and optimize with A/B testing.
Steps Overview
Each campaign has an ordered sequence of email steps that prospects move through one at a time. The first step is sent immediately when a prospect is scheduled, or after an optional initial delay. Subsequent steps are sent after a configurable delay measured in days and hours from the previous step. This lets you build follow-up sequences that nurture prospects over time.
Creating Steps
Each step requires a subject line and an HTML email body. An optional plain text version can be provided for email clients that prefer it — if left empty, plain text is auto-generated from the HTML content. Use the built-in rich text editor for formatting including bold, italic, hyperlinks, and bullet lists. Drag and drop steps to reorder your sequence.
Personalization Variables
Personalize your emails with template variables that are replaced with actual prospect data at send time. Available variables include first_name, last_name, company, and title, written in double curly braces. Insert variables quickly using the toolbar dropdown in the editor. If a variable has no value for a particular prospect, it will be replaced with an empty string.
Using Templates
Click the Use Template button to load a saved template into the current step. This replaces the step's subject line and body with the template content. If the step already has content, you will be asked to confirm before the replacement occurs. After loading a template, you can further customize the content for that specific campaign step.
A/B Testing
Create A/B variants for any step to test different subject lines and email body content. Each variant has a weight that determines what percentage of prospects receive that version. The control variant (the original step) always has a weight of 100. Add as many variants as you like — the system distributes prospects across variants according to their relative weights.
Variant Statistics
Track per-variant performance metrics including sent count, open rate, reply rate, and click rate. Compare each variant against the control group to identify which messaging resonates best. Statistical significance is flagged automatically when a variant reaches 1,000 or more sends, giving you confidence in the results before making changes.
Multi-Dimensional Analytics
Campaign-level A/B analytics let you analyze performance across four dimensions: subject line, mailbox, domain, and variant. View combination heatmaps to discover the best-performing pairs — for example, which subject line works best from which mailbox. Use these insights to refine your campaigns and concentrate sending through your highest-performing combinations.