You need at least one Offer in Offers > Care Plans before you can generate nurture sequences.
How to generate nurture sequences
Select an offer
Choose the offer you want to create nurture sequences for from the Select Offer dropdown.
Select channels
Check one or more channels to generate content for:
| Channel | Status | Description |
|---|---|---|
| Available | Full-length nurture sequences with subject lines | |
| SMS | Available | Short, direct messages for high urgency |
| LinkedIn Message | Coming soon | Professional, relationship-focused messages |
| Coming soon | Personal, conversational tone messages |
Select journey stages
Check one or more stages to generate content for:
| Stage | Description | Timing |
|---|---|---|
| Opt-In | Welcome new subscribers to your community | Immediately after signup |
| Post-Booked | Confirmation and preparation for appointments | After scheduling confirmation |
| No Show | Re-engagement for missed appointments | When appointments are missed |
| Disqualified | Maintain relationship with unqualified leads | After lead disqualification |
Set awareness level (optional)
Choose how aware your audience is of the problem and your solution. Defaults to Problem Aware.
How to review content
Once a nurture sequence is completed, click it to open the detail view:- Content is organized by journey stage sections (Opt-In, Post-Booked, No Show, Disqualified)
- Each variation shows a subject (for Email) or title (for SMS) and the message content
- Edit the subject and content inline, then save
- Copy the full content to clipboard
- Provide feedback — thumbs up/down or detailed comments
- Delete the nurture sequence (confirmation required)
How to manage sequences
- Search sequences by offer name, title, or type
- Filter by channel (Email, SMS) or by stage (Opt-In, Post-Booked, No Show, Disqualified)
- Delete sequences (click the delete icon, confirmation required)
Nurture statuses
| Status | Meaning |
|---|---|
| Queued | Sequence is waiting to be processed |
| Processing | AI is generating the content |
| Completed | Content is ready to review |
| Failed | Something went wrong during generation |
Tips
- Select both Email and SMS. Generating for both channels at once gives you a complete multi-channel nurture strategy.
- Cover all four stages. Each stage addresses a different point in the customer journey — missing one means missing opportunities.
- Edit subject lines carefully. Subject lines are the biggest factor in whether emails get opened.