Plezi

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!

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

Adding points, demographic scoring, time and day slots, sorting, shortcuts... we explain it all!

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

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

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

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

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

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

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

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

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

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

How to force a contact out of the workflow

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

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

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

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