Workflow Blocks

Workflow blocks are used for the following purposes:

Blocks
Purpose
Message blocks • One from many • Email • SMS • Web Push • Mobile Push • App InboxSend one message to one contact

Timer

Start on date

Delay the actions or execute them at a specified time

Condition

Split

Included in Segment?

Current day/time

Branch a workflow according to certain conditions

Task
The block is used to set one of the following tasks: • Create contact • Update contact • Get contact • Confirm contact • Send obligatory (transactional) email • Send transactional SMS message • Create promo code • Get promo code • Launch Event
Check pointBridge multiple workflow branches
WebhookBridge multiple workflow branches
Update custom fieldsUpdates custom contact fields

Add to segment

Remove from segment

Manage segments

Sent?

Delivered?

Opened?

Clicked?

Check message statuses
StartStarts all workflows; could check contacts for certain conditions and stop a workflow if they are met
EndHelps visually understand the logic of a workflow

Supported Data Access Formats in Workflow Blocks

All workflow blocks allow you to retrieve data from additional contact fields using the following case-insensitive access formats:

  • data.get('fields').get('1234')

  • data['fields'].get('1234')

  • data['fields']['1234']

  • data.get('fields')['1234']

  • fields.get('1234')

  • fields['1234']

In addition to ${parameter}, you can use the following variable formats in all blocks that support value validation:

  • ${event.data.parameter} — a dot selector for nested parameters;
  • ${event.array[0].parameter} — an index selector for array elements.
ā—ļø

Important

In any workflow block parameter, variables can be referenced using both formats:

  • With curly braces — ${date}
  • Short format (without braces) — $date

Both formats correctly substitute variable values in block parameters.

Workflow Context

Workflow context data reflects information about a contact and their behavior.

All workflow context data is available in its blocks. For example, to write the promo code used in the workflow to a contact card, you need to:

  • After the Get promo code block and the timer for data processing, add the Update custom fields block with the necessary variables from the context, for example, ${promocode} for the promo code value and ${contactId} to identify the contact whose card needs to be updated.

As a result, the promo code used in the first workflow will be written to the contact profile.

šŸ“˜

Note

Each type of workflow context data can be used for personalization and segmentation, allowing you to adapt your communication strategy in real time based on user behavior.


Did this page help you?