How to Create and Use Workflows

This is an overview of the workflow builder. The workflow builder is a visual builder feature that allows you to combine trigger and campaign-type features with some added functionality.

Step 1: Access the Workflow Dashboard

• Navigate to workflows by clicking Automations in the menu on the left of your screen. You will end up on this Workflow Dashboard page. Here you’ll see drafted and published workflows.

• You can create a new workflow using the green + Create Workflow button at the top right of your screen.

• You can also edit, delete, or copy existing workflows using the icons on the right side under Actions.

• Additionally, you can click through multiple pages if you have several workflows using the Previous and Next buttons.

Step 2: Create a Workflow and Navigate through the Builder

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

• Select an option for the type of Workflow you wish to create. You can import events from an existing campaign, start a workflow from scratch, or choose from preexisting ‘recipes’ or templates.

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

• In the Workflow Builder, you can rename a workflow using the pencil icon next to the title.

• By default, you’ll be on the Actions page. You can click to toggle between the Actions, Settings, History, and Status tabs. (We’ll explain each tab in a separate tutorial.)

• Add your Trigger(s) and Action(s) to create your workflow. (More detail 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

• Click the Add New Workflow Trigger in the gray box at the top of the builder

• Choose the Trigger you want for your workflow

• Each Trigger will have different options for customization, typically these will allow you to impose Filters that will let you specify in which cases the Trigger will be activated

  • Multiple articles are available in our Helpdesk to show you how to set up the various triggers and actions. These can be found by searching “Workflow” in our Helpdesk search bar

• Once your Workflow Trigger is set up how you want it, click Save and the Trigger will be added to your workflow

Pro Tip: You can place multiple Workflow Triggers in a single workflow. This will allow sequences of Actions to be triggered by a variety of Workflow Triggers within the same Workflow. You can set up multiple branches for sequence customization with the If/Else action. For an in-depth look at how to set up your If/Else workflow conditions, see our article, “Workflow Action: If/Else”

Step 4: Setting Up Your Workflow Actions

• Click the + to add a new Action to the workflow

• Choose your selected Action

• Each Action will have different options for customization. These will range from customizable text boxes to specific Action parameters. Customize your Workflow Action based on what your needs are for the workflow

  • Multiple articles are available in our Helpdesk to show you how to set up the various triggers and actions. These can be found by searching “Workflow” in our Helpdesk search bar

• Press the Save button in the bottom right corner of your screen

Pro Tip: You can also click on an existing Action to update it. Be sure to save any changes you make.

Step 5: Save, Test, and Publish Your Workflow

• Press the green Save button at the top right corner of your screen

• Press Test Workflow at the top right corner of your screen

  • Select a contact that you can safely test this Workflow with (we recommend using your test contact to run this test)

  • Press Run Test

• Check that your workflow ran successfully based on your goals for the workflow

• For a detailed overview of how to test your workflow, see the article “Using the Testing Features in Workflows”

• Press the toggle switch in the top right corner of your screen to select Publish

• Press Save again

Now that your workflow is Saved and Published, you have successfully set up your automation!