How do I add a step to a Package?

Viewing and managing existing steps

Step 1: Navigate to the Steps section

1. Navigate to the Package you want to configure.

2. Select “Steps” in the left sidebar.

3. The main panel will display all current steps in the workflow.

Step 2: Review the steps overview

The steps table shows each stage in the order users will experience them.

Step name

The name users see in the workflow, such as Intro or Products.

Sub-description

The feature or element that powers the step, such as Form builder, Products, Campaign selection, or Meta Ads.

Order icon

The stacked dots let you drag steps to reorder them.

Status

An ACTIVE label shows that the step is visible to authorized users.

Actions

• Edit: Update step settings.

• Activate or deactivate: Show or hide the step.

• Delete: Remove the step from the workflow.

Example workflow

A typical Package might include:

• Intro: Collects basic information using a Form builder

• Campaigns: Lets users select campaign elements

• Products: Presents available products or assets

• Paid social: Uses Meta Ads for social campaign setup

• Distribution: Manages delivery or deployment details

Adding a new step

Step 3: Create a new step

1. Click “+ New step” at the top of the Steps page.

2. A configuration screen will open.

Step 4: Configure the new step

In the configuration view, complete the following fields:

• Name: Enter the step title users will see.

• Type: Select the type of step, such as Products, Content block, Shipping, or Form builder.

• Content: Add the fields, products, or components needed for this stage.

Tips

• Keep step names short and clear so users understand each stage.

• Use drag and drop to reorder steps for a smooth user journey.

• Deactivate steps instead of deleting them if you may reuse them later.