The Add to Workflow action is an automation tool that allows you to automatically add contacts to another specified workflow. This feature facilitates moving contacts between different customer journey stages, ensuring proper guidance at appropriate times. The Pass Input Trigger Parameters option enables data transfer from the original workflow trigger into the new workflow for personalized automation.

Key Benefits

Seamless Contact Transitions: Moving contacts between workflows ensures smooth handoffs between stages

Data Consistency: Important trigger data carries forward, preventing information loss

Time-Saving Automation: Eliminates manual intervention in managing customer transitions

Enhanced Customer Experience: Timely follow-ups and confirmations maintain engagement

Scalability: Automation processes expand without manual adjustments as business needs grow

Setup Instructions

  1. Access the Workflows menu in the Automation section
  2. Click + Create Workflow and select + Start from Scratch
  3. Click the + button to view workflow actions
  4. Locate and select the Add to Workflow option
  5. Provide a descriptive action name
  6. Select the target workflow for contact enrollment
  7. Optionally enable Pass Input Trigger Parameters to transfer trigger data
  8. Save the action and test before publishing
  9. Activate the workflow using the toggle option

Important Note on Data Transfer

Pass Input Trigger Parameters transfers only the original trigger event data into the receiving workflow—not outputs generated by subsequent actions like Custom Code API calls.

FAQs Summary