Workflows

Automate your campaigns using workflows

Workflow Builder - Wait Event

The wait event is a unique type of workflow action designed to pause the contact at a specific step in the workflow until a desired condition is met.

Workflow Builder - Go To Event

The workflow builder Go To event is an action that can be used to move a contact from one point in a workflow to any other step in the workflow.

Enrollment History Tab

The Enrollment History Tab within workflows gives a detailed history of every action taken within the workflow by the customer.

Execution Logs Tab

Utilize Execution Logs Tab when you’re looking to see the status of a customer who has gone through your workflow.

Builder Tab

Builder Tab section allows you to create automated workflows triggered by tasks.

Create New Workflow

Creating workflows are a key factor when it comes to managing important processes.

Settings Tab

The settings tab within workflows gives you the opportunity for communication, contact and conversation.

Workflow Builder - Contact Triggers

Workflow triggers are similar to conditional statements which allow you to automate repetitive tasks. These can be used to perform actions inside of your platform or campaigns.

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