D‑3 = 3 days before due, D = due day, D+3 = 3 days after due · Offsets are calculated relative to the student's due date for each stage.
Stages
Email Templates
Each step represents a scheduled send relative to due date (e.g., T-3, D, D+3). You can save one email template per step.
| Step | Offset Days | Subject | Actions |
|---|
Pick a student to preview tokens with real values during "Preview".
Compose Messages by Step
Add or edit the email for each step
Email channel is disabled. Enable it in the Sequence tab to edit templates.
Manual WhatsApp Follow-Up
Sends via approved WhatsApp template using Content SID. Variables map to {{1}}, {{2}}, {{3}}. Ensure the recipient is reachable.
| Step | Stage | WA Content SID | Actions |
|---|
Pick a student so Preview resolves {{1}}, {{2}}… based on your mapping.
💬 SMS Templates
| Step | Offset Days | Body | Actions |
|---|
Pick a student to preview tokens with real values during "Preview".
Compose Messages by Step
Keep SMS concise; 160 chars per segment
| Time | Student | Stage | Channel | Status | Note |
|---|
| Date | Stage | Offset | Student | To | Channels | Action |
|---|