Using The Go-To Event In Workflows

The Go-To event allows you to jump contacts from one event to another in Workflows. To use a Go-To step, add a Go-To event and then draw a line to where you want the contacts to jump - that's it! 

Key Steps

1. Introduction to Go-To Action

• Understand that the go-to action allows you to jump a contact to a specific step within a workflow.
• This is particularly useful for sending reminder emails for subscription products.

2. Set Up Trigger for Subscription 0:14

• Create a trigger for when someone purchases a subscription.
• Assign the trigger to a user.

3. Add Wait Step 0:23

• Insert a wait step where the contact will wait for 350 days before receiving a reminder email.

4. Create Reminder Email 0:32

• After the wait step, set up the payment reminder email to notify the contact about the upcoming payment due in 15 days.

5. Insert Go-To Action 0:48

• Click the plus sign to add a new action.
• Search for and select the go-to action.

6. Save the Action 1:00

• Save the go-to action after selecting it.

7. Choose Destination Step 1:09

• Select the wait step as the destination where the customer will return after receiving the reminder email.

8. Visualize Workflow 1:47

• Ensure the dotted line connects the go-to action to the wait step, indicating the flow of the workflow.

9. Confirm Workflow Process 2:08

• Verify that the customer will wait for 350 days, receive the reminder email, and then go back to the wait step to repeat the process.

10. Reach Out for Questions 2:23

• If there are any questions or clarifications needed, contact support via chat or email.

Cautionary Notes

• Ensure that the wait times and email content are accurate to avoid confusion for the contacts.
• Regularly review the workflow to ensure it is functioning as intended.

Tips for Efficiency

• Test the workflow with a sample contact to ensure all steps are working correctly before going live.