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Understanding "Step Timing" In Series Templates

Written by VipeCloud Support
Updated over 2 weeks ago

When setting up a Series (drip campaign) in VipeCloud, each step includes a setting called “Days delay after prior step.”

This controls when each step runs after the previous step has completed.

This article explains:

  • How delays work

  • How to send multiple steps immediately

  • How tasks affect Series timing

  • How “Send on weekdays only” works


How Step Delays Work

A step delay is calculated after the prior step completes.

Example:

  • Step 1 sends on Monday

  • Step 2 has a 4-day delay

Here’s what happens:

  • Tuesday = Day 1

  • Wednesday = Day 2

  • Thursday = Day 3

  • Friday = Day 4

Step 2 sends on Friday.

The delay is based on full days passing after the previous step runs.


How To Send Multiple Steps Immediately

By default, Step 1 fires immediately when the Series is launched, unless:

  • You have a delay inside the automation that launches the Series, or

  • You manually schedule the Series for later

If you want Step 2 (or additional steps) to also fire immediately, here’s what to do:

  1. Edit / create Step 2.

  2. Open Step Timing.

  3. Set Days delay after prior step = 0.

  4. Set the Time to process to the earliest time of day (for example, 12:01 AM).

This ensures:

  • Step 2 runs as soon as Step 1 completes.

  • The email or text sends immediately.

This works for:

  • Emails

  • Text messages


Important: Tasks Pause a Series

Tasks behave differently than emails and texts.

When a task is created in a Series:

  • The Series pauses

  • No additional steps will run

  • The Series resumes only after the task is completed

This is intentional. It prevents automation from running out of order if a task is delayed.


How To Send Emails/Text Immediately AND Create a Task

If you want:

  • An email

  • A text

  • And a task

All to happen “right away” you must structure the Series correctly.

Correct setup:

  1. Step 1 – Email (0 day delay)

  2. Step 2 – Text (0 day delay)

  3. Step 3 – Task (0 day delay)

Do NOT put the task first.

If the task is first:

  • The Series pauses

  • The email and text will not send until the task is completed

Instead:

  • Put automated actions (email/text) first

  • Then add the task as the final immediate step

  • Set the task due date to “Due immediately”


What Happens When “Send On Weekdays Only” Is Enabled

When this option is turned on:

  • Saturday and Sunday are skipped

  • No emails or texts send on weekends

If a step is scheduled to send on Saturday or Sunday:

  • The system waits

  • It sends on Monday instead

  • Future steps continue from that Monday date

Example

  • Step 1 sends on Monday

  • Step 2 has a 5-day delay

  • That would normally land on Saturday

Because weekends are blocked:

  • Step 2 sends Monday instead

  • Future steps calculate from that Monday

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