A workflow is a group of triggers, conditions and actions, each of which has very distinct properties. The following are the workflow elements that you may want to use when building your workflow.

1. Triggers

Symbol: orange square

Type:

2. Actions

Symbol: green square

Types:

  • Email: send an email to your contacts;
  • Timeframe: add a timeframe (minutes, hours, days) between two emails, for example;
  • Remove: remove contacts from the workflow definitively;
  • Scoring: add points to your contacts.

3. Conditions

Symbol: blue circle

  • Email: conditions what happens following the workflow depending on the behaviour of an email: received/opened/clicked;
  • Content: conditions what happens following the workflow depending on the behaviour of a piece of content: requested/not requested;
  • Form: conditions what happens following the workflow depending on the behaviour of a form: submitted/not submitted.

4. Branches

Symbol: arrows

Definition: a branch links actions and conditions together. Only the Condition element can increase the number of branches in a workflow.

Here’s an example of a workflow with two branches:

How do I configure each element?

You can configure each element (list choice, defining timeframes etc.) within the pop-up window that opens when you double click it.

When an element has not been configured, an exclamation mark appears, like the one below:

To delete an element, click on the dustbin icon in the top right-hand corner:

You now know everything there is to know about the elements making up your workflow. All you need to do now is get started, by following this article!

More tips:

A workflow with a non-configured or isolated element (not linked using a branch) cannot be published. 

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