Coaching / Tip Groups

TIP

Requires a paid plan. Every paid plan includes this - see Plans & Pricing.

At a glance

Location	Sidebar → Coaching (Lightbulb icon)
Plan	Any paid plan
Related features	4

Create and manage coaching content sequences (tip groups) that automatically send tips, lessons, or follow-up messages to enrolled contacts on a schedule. Includes template gallery, sequence builder, enrollment management, group enrollment, response dashboard, and Shabbat-aware scheduling.

How to use

1. Install the Coaching extension from the marketplace.
2. Create a new Tip Group with a sequence of tips.
3. Set the delivery schedule (daily, specific days, time windows).
4. Enroll contacts individually or in bulk by label.
5. Monitor responses and progress in the Response Dashboard.
6. Optionally import pre-built templates from the Template Gallery.

Related features

• Campaigns / Broadcasts
• Labels
• Auto-Replies
• Shabbat Mode

FAQ

• How do I create a coaching sequence?
• What are tip groups?
• How do I enroll contacts in coaching?
• Can I import coaching templates?
• How does coaching scheduling work?