Workflow Blueprint: eBook Download

When setting up funnels, most people focus on marketing before the sale. But if you neglect to automate after the sale, you could be missing out on converting your customers a second time.

Read More

Converting Automation Rules to Workflows

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.

Read More

Using Campaigns in Workflows

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.

Read More

How to Edit A Published Workflow

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.

Read More

Workflow FAQ

Frequently asked questions about Visual Workflows. Included in this FAQ: Goals Workflow Best Practices

Read More

Understanding & Using Exits

Immediately remove a subscriber from a workflow with Exits. You can strategically use Exits to prevent subscribers from remaining stuck in a workflow for indefinite periods of time.

Read More

Understanding & Using Forks

Forks split your workflow path into multiple parallel paths so that you can run several actions at once—rather than waiting for a subscriber to complete a step before moving on to another.

Read More