If you have a number of simple Automation Rules that you’ve created to work together, you can convert them to a Workflow and: Simplify and clean up your account Visualize how your rules work together in one flow Add extra segmentation and actions The transition requires some planning, and this article will show you how.
Easily add your email campaigns to your workflows with a simple action. This article will teach you how to add campaigns to workflows, along with some reasoning why campaigns might work better than One-off emails in your workflows.
Designing a Workflow to onboard trial users and customers of your SaaS app is simple. In its most basic form, your Onboarding Workflow will include a few goals:
When you finish building your Workflow and press the “Start” button, you’ll see subscribers make their way through your Workflow. Follow these steps if you need to make edits to your published Workflow.
Frequently asked questions about Visual Workflows. Included in this FAQ: Goals Workflow Best Practices
Workflows allow you to perform a vast array of steps for your subscribers. Occasionally, you’ll need to remove subscribers from Workflows. Exits allow you to do this easily.
Forks allow you to run multiple paths concurrently in Workflow. When you use a Fork, you are running two or more streams of actions at the same time, rather than waiting for a subscriber to complete a step before moving on to the next action in your Workflow.
Delays allow you to wait minutes, hours or days before performing a step in a Workflow, pausing all actions in a path for a certain amount of time.
Double opt-in is renowned for keeping your list quality high. Marketers who use double opt-in see higher engagement: more opens, clicks, and replies.
Triggers are the gateway to your automation sequences. They decide the precise moments when Workflows and Basic Rules spring into action.