Workflows

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?

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?

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!

Written by Uy
Updated over a week ago

Every step to creating your first workflow

Follow the steps in this article to start creating your first workflow.

Written by Uy
Updated over a week ago

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.

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!

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.

Written by Uy
Updated over a week ago

Trigger - Date

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

Written by Uy
Updated yesterday

Action - Eject

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

Written by Uy
Updated yesterday

Action - Email

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

Written by Uy
Updated yesterday

Action - Delay

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

Written by Uy
Updated yesterday

Condition - Form

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

Written by Uy
Updated yesterday

Condition - Email

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

Written by Uy
Updated yesterday

Exit a contact of a workflow manually

How to force a contact out of the workflow

Written by Uy
Updated over a week ago

Add points to my contacts automatically via workflows

Everything you need to know about the scoring block in your workflows!

Written by Uy
Updated over a week ago

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.

Written by Uy
Updated over a week ago

Validation rules for the workflow module

Some basic rules for using workflows

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.

Written by Lydie Lemaire
Updated over a week ago