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.

Add a complete step to the end of a sequence flow

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.