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Workflow Builder – Overview

Table of Contents

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

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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

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

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Draft/Publish #

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

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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. #

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