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Tracks are built from steps — each step is an action that happens at a specific time. Combine different step types to create powerful onboarding flows, training programs, and recurring processes.

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📋 Available Step Types

Step TypeWhat It Does
MessageSend a message to the user
PollAsk a single question and collect responses
SurveySend a multi-question survey
TaskAssign a task for the user to complete
QuizSend a quiz for the user to take
IntroductionConnect the user with a teammate
Mentor AssignmentAssign a mentor or buddy
Add to TrackEnroll the user in another track
DelayWait before the next step

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💬 Engage

Message

Send personalized messages with dynamic variables

Poll

Quick single-question polls with results tracking

Survey

Multi-question surveys for detailed feedback

Quiz

Test knowledge with scored quizzes

Task

Assign actionable to-dos the user must complete

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🤝 Connect People

Introduction

Connect users with teammates automatically

Mentor Assignment

Pair users with mentors or buddies

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⚙️ Manage Flow

Delay

Add wait time between steps

Add to Track

Enroll users in additional tracks

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⚙️ How Steps Work

  1. Add steps to your track → Choose from any step type
  2. Set the timing → When should each step trigger (e.g., Day 1, Day 7)
  3. Configure the content → Customize messages, questions, or tasks
  4. Doozy handles the rest → Steps run automatically at the right time
Steps can target the track participant, their manager, or specific team members.

Tracks Overview

Learn how tracks work

Triggers

Start tracks automatically or manually