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Manual Steps

If you want to add manual steps in your Vaam sequence, you have a few different options for doing it on LinkedIn and email.

  1. Go to the specific step in your sequence.
  2. Switch off “Automatic” in the top-right corner of that step.
  3. The step will now become “Manual”.

Add a starter text template so you can quickly copy, paste, and personalize before sending.

  1. In your sequence, press the ”+” button where you want the manual step.
  2. Choose “Manual Task”.

Add a starter email text template so you can copy, paste, and personalize.

  1. A task will show up in your Task list: https://app.vaam.io/tasks.
  2. Complete the task manually, such as sending the LinkedIn message or email.
  3. Then press “Mark task as completed” so that the sequence continues to the next step.

Manual steps let you review messages before they go out. For example, use one when you test a new sequence and want to QA the first few sends before letting them run on autopilot.

Place a manual step directly before any automated send. The sequence pauses there and waits for you to review and trigger the next step from your Task list. Once you’re confident the sequence is performing well, you can switch the steps back to automatic.

See below for a short video guide on how to put in manual steps in your sequence: