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

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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