Workflows: Getting Started

Create Your Workflow

Creating a Workflow campaign is as simple as creating an inline "Join By" or "Start Date" Campaign. Navigate to "Campaigns > New Campaign > New Campaign > Build a Workflow!" (see gif below!) and start adding your content right away!.

Animated GIF showing the setup of a new Campaign in ConveYour.

Getting Started with Workflows

Jumps, Conditions, Waits...oh my! Watch this video to learn about what each Workflow Node/Trigger does.

Why do you need Workflows?

Watch this video to see how Workflows can change how you deliver your content.

Need More Help?

Check out our Workflows: Best Practices help doc, or reach out to us at!