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Workflows

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

Lydie Lemaire avatar U
18 articles in this collection
Written by Lydie Lemaire and Uy

Plezi workflows: it all starts here!

What do workflows do, how do you use them and where do I find the information at the Happy Academy?
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Written by Uy
Updated over a week ago

What is my workflow made up of?

Trigger, action, condition, branch… what are these and how are they integrated into my workflow?
Lydie Lemaire avatar
Written by Lydie Lemaire
Updated over a week ago

What's new in your workflows in 2020? ⭐️

Adding points, demographic scoring, time and day slots, sorting, shortcuts... we explain it all!
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Written by Uy
Updated over a week ago

Every step to creating your first workflow

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

Practical example: the workflow implemented by our marketing team

If you need a concrete example to help you design or create your own workflow, this article is for you.
Lydie Lemaire avatar
Written by Lydie Lemaire
Updated over a week ago

Choose the time slot for sending your workflow actions

Customize your "delay" block to maximize the impact of your workflow!
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Written by Uy
Updated over a week ago

Trigger - List

Everything you need to know about how the "contact list" trigger works in the context of workflows.
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Written by Uy
Updated over a week ago

Trigger - Date

Learn all about how the "date" trigger works in workflows.
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Written by Uy
Updated over a week ago

Action - Eject

Learn all about how the "contact list" action works in workflows.
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Written by Uy
Updated over a week ago

Action - Email

Learn all about how the "send email" action works in workflows.
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Written by Uy
Updated over a week ago

Action - Delay

Learn all about how the "delay" action works in workflows.
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Written by Uy
Updated over a week ago

Condition - Form

Learn all about how the "form" condition works in workflows.
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Written by Uy
Updated over a week ago

Condition - Email

Learn all about how the "email" condition works in workflows.
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Written by Uy
Updated over a week ago

Exit a contact of a workflow manually

How to force a contact out of the workflow
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Written by Uy
Updated over a week ago

Add points to my contacts automatically via workflows

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

How do I test my workflow internally?

Your workflow is ready and you want to test it on internal mailboxes before sending it to your contacts.
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Written by Uy
Updated over a week ago

Validation rules for the workflow module

Some basic rules for using workflows
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Written by Uy
Updated over a week ago

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

Useful if you don’t want to push content to the same contact as part of your intelligent campaign.
Lydie Lemaire avatar
Written by Lydie Lemaire
Updated over a week ago