Building and Editing Workflows
Workflows allow you to automate sending your notifications through different channels. You can configure delivery to a single contact or to a segment.
You can use workflows to segment your audience and send different types of campaigns (welcome emails, birthday emails, order confirmations, abandoned cart notifications, reactivation emails, etc.) to defined segments.
Our platform offers a drag-and-drop builder for building workflows. The builder uses pre-programmed configurable blocks which you can place and connect into a workflow, and assign tasks and conditions to them.
There are three groups of blocks:
- General. Fundamental blocks required to create a workflow.
- Actions. Blocks used to perform a specific action in a workflow.
- Conditions. Logical blocks used to check for specified conditions and guide the flow through a branch depending on those conditions.
We urge you to read the following instructions before proceeding with workflow creation:
Creating a New Workflow
To create a new workflow:
- Go to Automation → Workflows and click New workflow.
- Enter the workflow name (required) and description (optional), and add tags (optional).
- Expand the following tabs, and add and configure the blocks they contain as required:
- Click Save.
The new workflow appears in the list of workflows with the Not active status.
This section describes the actions you can do with the blocks.
The following blocks are required in every workflow:
- Start. This block is automatically added at the beginning of a workflow.
- End. Place this block at the end of a workflow branch.
You can add blocks to your workflow in two ways:
- Left-click the necessary block. It is automatically connected to the previous block. If the previous block is a condition that has two branches – green and red – the next block is connected first to the green branch.
- Drag a block and connect it manually to any block.
To delete a block, select it and click the trash icon above it (1) or in the top toolbar (2). You can also press Delete on your keyboard.
To delete a connection between blocks, select it (the color of the connection points changes to blue) and click the trash icon on the top panel or press Delete on the keyboard.
To undo the previous action or redo the undone action, click the arrow icons on the top panel.
The blocks requiring additional settings have an orange alert label mark. Select the block and configure its settings in the right-hand side panel. Learn more about the block settings in the instructions for each block group.
Copying Blocks & Workflows
You can duplicate blocks in a workflow so that a duplicated block has the same configuration as the original one.
You can also copy selected blocks from one workflow to another and create a new workflow containing the blocks from an existing workflow.
To duplicate a block, select the block and click the copy icon above it or use Ctrl + C/Ctrl + V combinations on your keyboard.
To copy the selected blocks from one workflow to another:
- Open two workflows in different tabs.
- Using your mouse, select the blocks in the workflow you want to copy or press Ctrl + C on your keyboard.
- Go to another workflow and paste the copied blocks by pressing Ctrl + V on your keyboard.
To create a new workflow containing the blocks from an existing workflow:
- Go to Automation → Workflows.
- Select the ellipses (three dots) icon beside the workflow you want to copy.
- Select _Copy _from the dropdown list.
A new workflow window appears containing the blocks from the copied workflow. You can edit and save it.
Setting up Workflow Start/Stop Configuration
In addition to settings you can apply to workflow blocks, you can set up start/stop configuration for your workflow.
Read Configuring Workflow Start/Stop Conditions to learn more.
Activating and Deactivating Workflows
You need to activate your workflow, so it can start automatically in accordance with the launch conditions.
To activate a workflow:
- Go to Automation → Workflows, and select Not Active in the menu on the left-hand side.
- Click the Activate icon beside the workflow you want to activate.
To deactivate a workflow:
- Go to Automation → Workflows, and select Active in the menu on the left-hand side.
Click the Deactivate icon beside the workflow you want to deactivate.
Viewing Workflow Statistics
The Statistics icon beside a workflow opens a dropdown list of options. You can choose the following options:
- In progress. This item opens the list of all the currently running workflows.
- Completed. This item opens the list of all the completed workflows.
- Launched per 7 days. This item opens the list of the workflows launched during the last 7 days.
- Statuses of launches to segment. This item opens the details of workflows launched for the segments of contacts.
When you select one of the first three items, you can view the launch history of your workflows and check for any errors in their blocks. You can also preview the workflows. Read Using Workflow Launch History to learn more.
Updated about 2 months ago