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Workflows

Setting up and using Workflows to welcome, onboard, engage and retain customer at scale.

37 articles
Workflows Explained
Getting started

Create your first workflow
Using Actions in Workflows
Decision, Parallel Path, Delay and Go to Action Blocks in Workflows
Creating Goals in Workflows
Using Workflow Templates
Building blocks

Triggers 22 articles
Common questions

How do I prevent contacts from being added to my workflow twice?
How to skip wait steps when testing workflows?
Use-cases & examples

How do I start a workflow on a date or time?
Facebook Custom Audiences and Workflows
Automation rules

Create an automation rule
Automation use case - Tag contacts automatically
Automation use case - Deleting contacts automatically
Automation use case - Add contacts to drip campaigns automatically
Automation FAQ
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