Workflow Builder – Overview

TABLE OF CONTENTS

• Infinite Canvas layout
• Add New Trigger
• Add New Action
• Stats View
• Test Workflow
• Save Workflow
• Version History
• Draft/Publish

Infinite Canvas layout #

Use the “Fit to Screen” and “Zoom In/Zoom Out” buttons in the bottom left of the screen to control the view area. The Minimap in the bottom right shows the current position.

Add New Trigger #

Click on “Add New Trigger” button to open the Workflow Triggers list

Select a Trigger from the list and configure

Add New Action #

Click on “+” button to open the Workflow Actions list

Select an Action from the list and configure

#

#

Stats View #

Turn on the “Stats View” in the top left to view Email and SMS stats in the builder

#

Open detailed statistics model by clicking on any of the stats data

#

Test Workflow #

Click on the “Test Workflow” button in the top right

Select a contact and click on “Run Test” to start testing the workflow

#

Save Workflow #

Click the “Save” button in the top right which indicates unsaved changes.

Version History #

View history of changes made by clicking on the history icon in the top right

#

Draft/Publish #

Publish workflow or switch back to Draft by switching the toggle on the top right

#

#

FAQs #

Q1. What happens to contacts in my workflow if I set it to draft? Will they stay in the same step when I resume later? #

Ans. If the contact is waiting on any off the waiting steps (wait, manual call, manual sms etc), they would be on the same step. when the workflow is resumed. #