This comprehensive guide introduces users to the Workflow Builder and its features.
The builder offers expandable workspace capabilities. Users can use the Fit to Screen and Zoom In/Zoom Out buttons in the bottom-left corner to adjust the view and leverage a minimap for navigation. The guidance emphasizes keeping workflows compact and organized for easier troubleshooting.
Triggers initiate workflows through specific events. The process involves clicking Add New Trigger, selecting from available options (Contact Added, Appointment Booked), and configuring relevant settings. The documentation notes that all triggers activate when their conditions are met.
Actions execute after trigger activation. Users click a plus button, select actions (Send Email, Assign to User), and configure settings. Advanced action types include drip actions for pacing contact flow, conditional actions for criteria-based routing, and goal actions for skipping workflow steps.
This feature monitors communication performance across individual actions. Users enable it via top-left controls and can access detailed reports by clicking data points.
The Test Workflow button allows preview testing with selected contacts. However, documentation notes this method isn't perfectly reliable, especially with repeated contact usage. Publishing makes workflows operational for real contact processing.
Users track changes through the History icon and manage workflow status via Draft (inactive) or Publish (active) modes.
Avoid creating hidden loops through action sequences
Maintain compact workflows visible on single screens
Use descriptive naming conventions
Divide complex functions into separate workflows
Workflow AI Assistant for action recommendations