Workflows: Getting Started
This doc and its videos will show you how to start building out your Workflows.
Creating a Workflow
Setting up a Workflow Campaign is as simple as creating an inline "Join By" or "Start Date" campaign.
Go to Main Menu > Campaigns > New Campaign.
Select New Campaign > Build a Workflow!
Start adding your content immediately.
(See the animated walkthrough below for a visual guide.)
Understanding Workflow Components
Workflows use nodes to automate processes and control the flow of content.
Key Workflow Elements:
Jumps: Move contacts between different steps in the workflow.
Conditions: Apply logic-based rules to determine next steps.
Waits: Pause actions for a specified period before continuing.
Watch this video to learn about each Workflow Node and Trigger.
Why Use Workflows?
Workflows enable dynamic, automated content delivery that adapts to contact engagement and actions.
Watch this video to see how Workflows transform content delivery:
Need More Help?
Visit Workflows: Best Practices for in-depth guidance.
Contact [email protected] for additional assistance.
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What Is a Condition? (and What Does a Condition Do?)
This is a quick overview of what a condition trigger does in a workflow. It answers the question: How does a condition work?
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What Is a Delay? (and What Does a Delay Do?)
This is a quick overview of what a delay trigger does in a workflow. It answers the question: How does a delay work?
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What Is a Jump? (and What Does a Jump Do?)
This is a quick overview of what a jump trigger does in a workflow. It answers the question: How does a jump work?
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What Is a Wait? (and What Does a Wait Do?)
This is a quick overview of what a wait trigger does in a workflow. It answers the question: How does a Wait work?