Skip to main content

Documentation Index

Fetch the complete documentation index at: https://help.daylit.com/llms.txt

Use this file to discover all available pages before exploring further.

A sequence is a reusable, multi-step outreach workflow that you define once and then enroll customers into. Once a customer is enrolled, Daylit schedules each step in order — sending emails through your connected mailbox, surfacing call reminders in your queue, or creating internal tasks for your team — at the intervals you configure. Sequences are ideal for structured pre-due and post-due outreach cadences where you want consistent messaging across all customers.

​
What sequences are

Unlike one-off actions recommended by the AI, sequences give you full control over the cadence, content, and type of each touchpoint. You build a sequence in Settings, define its steps, enroll customers (one at a time or in bulk), and then manage ready steps from the sequence queue in your inbox. A sequence has a lifecycle:
  • Draft — Being configured, not yet enrolling customers.
  • Active — Accepting enrollments and scheduling steps.
  • Archived — No longer accepting new enrollments; historical data is preserved.

​
Sequence step types

Each step in a sequence is one of three types:
TypeWhat it does
EmailSends an email from your connected mailbox using a subject and body template. The AI renders the template with live invoice and customer data at send time.
Call reminderCreates a task in your sequence queue prompting your team to call the customer. Completing it logs the touchpoint.
Internal taskA generic reminder for any manual action, such as checking a dispute or updating a customer record.

​
Create your first sequence

1

Open sequence settings

Go to Settings → Sequences in the left sidebar. You’ll see a list of all sequences for your company.
2

Create a new sequence

Click New sequence. Enter a name and select a timezone — steps are scheduled in this timezone. You can also duplicate an existing sequence to reuse its step configuration.
3

Add steps

Inside the sequence editor, click Add step to create the first touchpoint. For each step, configure:
  • Type — Email, call reminder, or internal task.
  • Label — A short internal name for the step (for example, “Day 0 intro email”).
  • Offset days — How many days after the enrollment start date this step should fire. Day 0 fires on the enrollment date itself.
  • Send time — The local time of day the step is scheduled (defaults to 9:00 AM in the sequence timezone).
  • Subject and body template — For email steps, write your template using Daylit’s variable syntax to merge in customer name, invoice totals, due dates, and more.
4

Activate the sequence

When your steps are ready, click Activate. Daylit validates the sequence and makes it available for enrollment. A draft sequence cannot accept enrollments.
5

Enroll customers

From the sequence overview page, go to the Enrollments tab. Search for a customer and click Enroll. You can also set a custom start date if you want the first step to fire on a future date rather than today.

​
Add steps to a sequence

You can add, edit, or remove steps at any time while the sequence is in draft. Once a sequence is active and has enrolled customers, edits to steps affect future scheduled work only — steps that are already ready in the queue are not modified. For each step you create, set the offset in days relative to the enrollment start date. For example:
  • Offset 0 → sends on the start date
  • Offset 3 → sends 3 days after the start date
  • Offset 7 → sends 7 days after the start date
Only one step can exist per offset day per sequence. If you need two touchpoints on the same day, stagger them by one day.

​
Enroll customers

​
Enroll a single customer

  1. Open the sequence in Settings → Sequences.
  2. Go to the Enrollments tab.
  3. Search for the customer and click Enroll.
  4. Optionally set a start date (defaults to today).
Daylit checks whether the customer already has an active enrollment in this sequence. If they do, the existing enrollment is reused rather than creating a duplicate.

​
Bulk enroll via CSV

To enroll many customers at once, use the bulk enrollment flow:
  1. From the Enrollments tab, click Bulk enroll.
  2. Upload a CSV file containing a column of customer IDs or names.
  3. Daylit matches each row to an active customer record and creates enrollments in one operation.
  4. A summary shows how many customers were enrolled, updated, or skipped (for example, customers who were already enrolled).
Export your customer list from the Customers page and filter it to the segment you want before uploading the CSV.

​
Stop a customer’s enrollment

If a customer pays, disputes an invoice, or you decide to remove them from a sequence, you can stop their enrollment at any time.
  1. Open the sequence and go to the Enrollments tab.
  2. Find the customer and click Stop enrollment.
  3. Optionally enter a stop reason (for example, “Invoice paid in full”).
Stopping an enrollment cancels all future scheduled steps for that customer in this sequence. Steps that are already ready in the queue remain visible until you manually complete or cancel them.

​
The sequence queue

The sequence queue is the list of steps that are due now or overdue for sending. You access it from Inbox → Sequences. Steps appear in the queue when their scheduled send date arrives. Each row shows:
  • The sequence name and step label
  • The customer name and open balance
  • The step type (email, call reminder, or task)
  • The scheduled send date
  • The email subject (for email steps)
From the queue you can:
  • Send an email step to deliver it immediately through the sequence’s configured mailbox.
  • Complete a call reminder or task step to log it without sending anything.
  • Cancel a step to skip it, with the option to cancel just this step or stop the entire enrollment.
  • Edit an email step’s subject, body, recipients, CC, and BCC before sending.

​
Preview a step before it sends

When editing a sequence step, you can preview how the template renders with live customer and invoice data before any emails go out.
  1. Open the sequence in Settings → Sequences.
  2. Click a step to open the step editor.
  3. Daylit automatically selects an enrolled customer with open invoices as the preview context.
  4. The rendered subject and body appear in the preview pane with the customer’s actual invoice totals, due dates, and contact name merged in.
The preview uses the enrolled customer with the largest open balance and the most upcoming scheduled steps. If no customers are enrolled yet, the preview pane will be empty.

​
Sequence overview

The sequence overview page (Settings → Sequences → select a sequence) shows enrollment statistics at a glance:
  • Total active enrollments
  • Available email connections for sending
  • All steps in the sequence with their offsets and types
Use this page to monitor how many customers are actively progressing through the sequence and to make configuration changes.

Action center

Review and send one-off AI-recommended collection actions.

Collection programs

Auto-enroll overdue invoices using aging-based dunning rules.

AI email drafting

Understand how Daylit generates personalized email drafts.

Settings: integrations

Connect your email account to enable sequence sending.