To begin, navigate to the Automation section in the main menu. This leads you to the Workflows tab, which displays 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 next to that workflow name.
Navigate through your workflows with the Previous and Next buttons, which are especially useful when managing numerous workflows.
Use the “Create Folder” button to add a new folder to manage your workflows efficiently.
Use the Filters section to choose between drafted, published, and paused workflows.
Click the + Create Workflow button in the top right of the screen.
Choose to start from scratch or use pre-designed recipes/templates.
To enter the builder, click the + Create New Workflow button at the top right of the screen again.
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)
You can click the “Test Workflow” button at the top right. Save any changes, then toggle the Workflow from Draft to Publish mode to activate it.
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. For a detailed setup, refer to the “Workflow Action: If/Else” article.
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.
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!
Advanced Filters and Smart List features in workflows allow you to apply multiple criteria to filter workflows and save custom views for quick access.
Benefit: These tools help streamline your workflow management by enabling you to create and save tailored lists, improving efficiency in tracking specific actions or tags.
How to Use:
Go to the Automations tab
Apply filters, and save your custom Smart Lists for future use.
1. How do I access the Workflows List?
Navigate to the Automation section in the main menu and select the Workflows tab. Here, you can view drafted and published workflows. Use the "+ Create Workflow" button to start a new workflow and the “⋮” menu to edit, delete, or duplicate existing ones.
2. How can I create and set up a new workflow?
Click the "+ Create Workflow" button to start a new workflow. Choose to start from scratch or use a template. Enter the Workflow Builder, rename your workflow, add triggers and actions, test it using the "Test Workflow" button, save changes, and switch the status to Publish to activate it.
3. How do I set up triggers and actions in a workflow?
To set up triggers, click "Add New Workflow Trigger," customize with filters, and save. For actions, click the "+" icon, customize as needed, and save your changes. Refer to helpdesk articles for detailed guidance on setting up triggers and actions.
4. How do I test and publish my workflow?
After setting up your workflow, save it using the blue Save button. Test the workflow with a test contact to ensure it works as expected. Once verified, switch the workflow status to 'Publish' and save it to make it operational.
