Workflow Builder Walkthrough


TABLE OF CONTENTS

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" by clicking the stats button in the left column to view email & SMS stats.

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



Choose the version you'd like to restore from the history list and it should load that version of the workflow. Once done, hit Save and Publish

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?

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