Plezi

Trigger, action, condition, branch… what are these and how are they integrated into my workflow?

What is my workflow made up of?

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How to create a real funnel for your customers? Come here to learn everything you need to know about workflows !

Workflows

What do workflows do, how do you use them and where do I find the information at the Happy Academy?

Plezi workflows: it all starts here!

The steps to get started on creating your workflow. Have in mind its objective, path and target: we show you the rest.

Every step to creating your first workflow

If you need a concrete example to help you design or create your own workflow, this article is for you.

Practical example: the workflow implemented by our marketing team

Essentials

Customize your "delay" block to maximize the impact of your workflow!

Choose the time slot for sending your workflow actions

Everything you need to know about how the "contact list" trigger works in the context of workflows.

Trigger - List

Learn all about how the "date" trigger works in workflows.

Trigger - Date

Learn all about how the "contact list" action works in workflows.

Action - Eject

Learn all about how the "send email" action works in workflows.

Action - Email

Learn all about how the "delay" action works in workflows.

Action - Delay

Learn all about how the "form" condition works in workflows.

Condition - Form

Learn all about how the "email" condition works in workflows.

Condition - Email

Workflow's composition

How to force a contact out of the workflow

Exit a contact of a workflow manually

Everything about the scoring block in your workflows. To make it clearer,  here are some examples of what you could do with Plezi!

Add points to my contacts automatically via workflows

Your workflow is ready and you want to test it on internal mailboxes before sending it to your contacts.

How do I test my workflow internally?

Validation rules for the workflow module

To go further

Useful if you don’t want to push content to the same contact as part of your intelligent campaign.

FAQ: What is the point of associating content to my workflow email?

Ask us

Find answers and get help from Intercom Support and Community Experts

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