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How to Create and Use Workflows

Charie

Workflows

 

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!