NextStep
Loading your workspace…

NextStep marketing platform

Building the Journey Graph

Add steps, branches, and wait conditions to your journey.

Explore NextStep with sample data

The builder has two view modes: **Canvas** (drag-and-drop) and **List** (ordered list).

### Available Steps

| Step type | What it does | |---|---| | **Send** | Sends an email template to the contact. | | **Wait** | Pauses the contact for a set duration before proceeding. | | **Branch** | Routes contacts down different paths based on conditions. | | **Tag** | Adds or removes a tag on the contact's profile. | | **Set field** | Updates a custom field on the contact's profile. | | **Notify** | Sends an internal notification (e.g., to an operator). | | **Create task** | Creates a task for follow-up tracking. | | **Enroll in journey** | Enrolls the contact in a different journey. | | **Exit** | Ends the contact's run in this journey. |

### Step Configuration Notes

- **Send:** Choose an Email Template from the dropdown. - **Wait:** Set the Wait Duration (hours). Fractional values (e.g., `0.5`) are supported. > **Critical pattern:** Always place a **Wait** step between a **Send** and a **Branch** that checks for "has not replied" or "has not clicked." If you skip the wait, the decision fires before the contact has had time to act. - **Branch:** Evaluates conditions (Email activity, Contact details, Advanced rules). The **"Otherwise"** edge is taken if no conditions match. - **Exit:** Ends the run. Best practice is to end every path with an Exit step.

### How Human Replies End a Journey Run

When a contact sends a real email reply to a journey message, NextStep detects it and **immediately ends that contact's active run** — regardless of where they are.

This prevents automated follow-ups from landing in the middle of a live conversation. - A positive "Has replied" edge on a Branch will normally not be reached, because the run ends before the Branch is evaluated. - Design your journey so a **"Has not replied"** path handles contacts who did not engage, and use a Wait step before the branch.

### Simulation

Simulation lets you walk through a journey safely, with nothing sent or recorded. 1. Save the graph. 2. Click **Simulate** in the Builder toolbar. 3. Pick a contact and click **Run Simulation**.