Launching Workflow Conditions
You can specify different launch conditions for workflows.
- Launch on event: the workflow is triggered by the selected event;
- Regular launch: the workflow launches for the selected segments based on the specified conditions;
- Launch on contact field change: the workflow is triggered by the change in the user’s profile.
Event-based
Workflows triggered by the event are sent in response to a user’s action (trigger). It can be a subscription, registration, click in the message, purchase confirmation, app inactivity, etc. You can send events to Reteno via Firebase / API, and they can be generated within the system.
Let’s see how to configure the launch on the event using a workflow with a welcome mobile push as an example. This workflow is triggered by a registration in your app.
- Create a workflow and select the message that will be sent to all new subscribers.
![Workflow conditions (1).png Workflow editor](https://files.readme.io/9972651-launching-workflow-conditions-001.webp)
- In Start configuration, select Event-based and select the event type.
- In Process unique events, select once. This way welcome messages won’t be sent to users who attempt to register for the second time.
- Click Apply.
![Workflow_Conditions (2).png Trigger configuration](https://files.readme.io/84082df-launching-workflow-conditions-002.webp)
- In the general list, click Activate button and confirm it.
![Workflow conditions (3).png Activate button](https://files.readme.io/e2d1bee-launching-workflow-conditions-003.webp)
- The workflow status will change to Active.
![Workflow conditions (4).png Active status](https://files.readme.io/82af043-launching-workflow-conditions-004.webp)
You can manage your workflows using the settings on the right.
![Workflow settings](https://files.readme.io/45831e0-launching-workflow-conditions-005.webp)
Regular
Regular workflows are only launched for a dynamic segments. A dynamic segment includes users who match the pre-selected conditions. By default, regular workflows are launched once a day after users’ recalculation. You can change the frequency in the settings. Before creating a workflow, you need to create a segment you assign to this workflow.
- Create a workflow and select the message that will be sent to contacts included in the segment.
- In Start configuration, select Regular and select the segment. Configure other settings if needed and click Apply.
![Workflow_Conditions (5).png Regular workflow](https://files.readme.io/2851989-launching-workflow-conditions-006.webp)
- In the general list, click Start and confirm it.
Learn more on how to launch a regular workflow.
On Contact Field Change
Changing the additional fields in the user’s profile can be a workflow trigger. It’s often used to notify about the completion of different actions, such as migration to another plan, subscription, change of preferences, unlocking a new loyalty program level, etc.
- Create a workflow and select the message that will be sent to users whose profiles have been changed.
- In Start configuration, select On contact field change and select the contact field. Click Apply.
![scenario_resources_ en.png On contact field change configuration](https://files.readme.io/98d1a6c-launching-workflow-conditions-007.webp)
Note that the workflow will launch only if the field is changed:
- After manual users’ import;
- After data transfer via the following methods:
If additional fields are changed manually or through any other method, the workflow will not start.
Updated about 1 year ago