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.
Symbol: orange square
Symbol: green square
- 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.
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.
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!
A workflow with a non-configured or isolated element (not linked using a branch) cannot be published.