Create or edit an automated sequence in Marketing > Sequences.
People going through a sequence can “finish” it in one of two ways:
By reaching a complete step at the end, or
By removal with an unsubscribe action
“Complete” a sequence
Drag a Complete step into a sequence to add it to the end of the automated flow. Activate and connect the step.
The complete step allows Kartra to record that the lead has completed a sequence. This is useful if you want to create automations or filters based on whether someone has completed a specific sequence.
Ending your sequence with a Complete step is the recommended method for most scenarios.
When a lead reaches the complete step:
Their log is updated with an entry that says they completed the sequence (Immediate)
Any automations based on “lead completes sequence” are triggered (Immediate)
The lead now appears in filters and meets any automation conditions based on “lead has completed sequence”
The lead remains subscribed to the sequence but is completely stopped. No new communications or actions are executed for the lead.