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.
In workflows, triggers serve two purposes. First, entry triggers determine which subscribers should start a new workflow, and when this should happen. Second, goal triggers govern when and how subscribers achieve goals in a workflow.
Decisions allow you to intelligently determine which of your subscribers you want to apply actions to.
A goal is a step in a Workflow that, when completed, pulls subscribers out of all prior steps in the Workflow.