The workflow builder is an advanced visual tool designed for creating seamless automation. It integrates the functionality of triggers and campaigns, along with additional features, for a comprehensive automation setup.

Step 1: Access the Workflows List

  • To begin, navigate to the Automation section in the main menu. This leads you to the Workflows tab, which displays both, drafted and published workflows.

  • Use the "+ Create Workflow" button in the upper right to initiate a new workflow.

  • For existing workflows, use the “⋮” menu for editing, deleting, or duplicating.

  • Navigate through your workflows with the Previous and Next buttons, especially useful when managing numerous workflows.

  • Use the “Create Folder” button to add a new folder for managing your workflows efficiently

  • Use the Filters section to choose between drafted, published, and paused workflows

Step 2: Create a Workflow and Navigate through the Builder

  • Click the + Create Workflow button in the top right of the screen.

  • Choose to start from scratch, import from existing campaigns, or use pre-designed recipes/templates.

  • Click the + Create New Workflow button in the top right of the screen again, to enter the builder.

  • Within the Workflow Builder:

    • Rename your workflow with the pencil icon.

    • Switch between the Builder, Settings, Enrollment History, and Execution Logs tabs to customize your workflow (each tab's functionality will be detailed in separate guides).

    • Add Triggers and Actions to build your workflow.

    • Test your workflow with the "Test Workflow" button, save changes, and switch from Draft to Publish to activate it.

  • Add your Trigger(s) and Action(s) to create your workflow. (More details on how to set these up are listed below)

  • In the top right, you can click the “Test Workflow” button. Save any changes, and then toggle the Workflow from Draft to Publish mode to activate it.

Step 3: Setting Up Your Workflow Triggers

  • Add a new trigger using the "Add New Workflow Trigger" option.

  • Customize your trigger with specific filters to define activation conditions.

  • For detailed setup guides, search for "Workflow" in the helpdesk.

  • Save the trigger to include it in your workflow.

  • Tip: Incorporate multiple triggers in a workflow to initiate diverse action sequences. Use the If/Else action for complex branching. Refer to the “Workflow Action: If/Else” article for detailed setup.

Step 4: Setting Up Your Workflow Actions

  • Add new actions using the "+" icon.

  • Customize each action based on your workflow requirements.

  • For guidance on various actions and triggers, consult the helpdesk using the "Workflow" search term.

  • Remember to save your actions and any changes made.

Step 5: Save, Test, and Publish Your Workflow

  • Save your workflow with the blue Save button.

  • Test the workflow with a safe contact (preferably a test contact).

  • Check if the workflow functions as intended.

  • Switch the workflow status to 'Publish' and save.

Once saved and published, your automation is set and operational!