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,...

This tutorial will show you how to customize your Workflow Settings. Navigate to the Settings tab within the Workflow Builder. Here you'll see a list of customizable settings. Choose a sending window. If you select Any Time , the workflow will ...

Here's how to view and understand the History of your Workflows. Navigate to the History tab within the Workflow Builder. Use the dropdown menus to sort and filter through the list of contacts who’ve been through the Workflow. Here, you can view...

Here's how to view and understand the Status of Workflows. Navigate to the Status tab within the Workflow Builder. Use the dropdown menus to sort and filter through the current statuses for your Workflow. Here, you can view the Contacts, Date Ad...

When using workflows, you may want to categorize them to stay organized. Using the Workflow Folders feature will help you stay organized. Step 1: Creating Folders Navigate to Workflows Click "Create folder" in the top right In the popup window, na...

The Event Start Date field allows you to build automation around a specific date & time. Once you set the Event Start Date, the items in that workflow can be sent in relation to that day and time using the 'before' and ‘after’ actions. This is use...

Using the If/Else Workflow condition allows you to create different paths within a Workflow. This allows you to customize Workflows on a deeper level to enhance your business. There are numerous options for customizing the If/Else condition by add...

Duplicating, or cloning, a Workflow can save you time if you wish to create a new Workflow that’s similar to one you already have. Perhaps you have a Workflow already built and you want to create another one with a comparable setup. Rather than st...

This tutorial will cover the “Edit Conversation” action in Workflows. This action allows you to mark items as read or unread, and choose whether to archive or unarchive Conversations, giving you more control over your communication with your leads...

If you’re running Facebook ads, you’ll likely want to take advantage of the Conversions API. When running ads, you probably want to calculate the conversion rate, know the cost per lead, cost per sale, etc. Traditionally these metrics have relied ...

Within the Workflow builder, you can create a trigger to run when a category within a specific product is completed. This will allow you to set specific automation for your membership section, customizing and automating this experience. Step 1: Cr...

The “Go To” Workflow action can be added to the end of a Workflow path to send the contact to any given point in a specific path.  NOTE:   The action can only be used at the end of a Workflow path. Step 1: Using the “Go To” Workflow Action Navigat...

If you have a campaign you wish to integrate into the Workflow builder, you can easily import it. By importing a Campaign into a workflow, you can further customize it with several triggers, paths, and more, giving you more automation control over...

Within the Workflow Builder, you can add multiple actions to fire off in a series based on one or more triggers.  Click the + icon anywhere in the Workflow to add an action. Below is a complete list of available actions: External Communications Se...

Within the Workflow Builder you can have one or multiple triggers to fire off the workflow’s series of actions. Below is a complete list of workflow trigger options: CRM Triggers Standard Appointment: runs on all appointment status updates Birthd...