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With the Send actions you can send an email or an SMS campaign, or send an internal notification to your staff. You can find a thorough explanation of each workflow action here. You will be able to choose between different Send, Flow or Contacts actions. The action blocks will help you define what you want to happen after a contact triggers the workflow.
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You can add as many steps as you want by using the plus icon. When you click on the plus icon you will see all the available action blocks.
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Tick off the checkbox if you would like to do so.Īdd workflow actions and the desired triggersĪfter you have decided what would trigger the workflow, you need to compose the different steps. You can find more information on workflow triggers here.Įach one of the triggers you can choose from in the start block will offer you the option to include all contacts who have already complied with the trigger you set up even before you have started creating the workflow. To further refine your target groups, you can combine different parameters by clicking on the plus icon. Whether you choose a template or a custom workflow, you will always have to decide what would trigger your workflow first. If you choose to create a custom workflow you will need to compose the whole workflow with the actions and triggers you will find below in this article. You can also always click on Preview for additional information and an example of the template. If you choose one of the templates you will get a preassembled workflow and you will just have to click on the different blocks to complete them with your own information. Then you can choose from one of the template flows assembled by Flexmail, or you can add a C ustom workflow. Enter a name for your workflow and select a category.Here you will be able to see all the workflows you create, ordered by category.To create a new workflow, go to Automation > Workflows section of your account.This article will take you through the steps and available options when creating a workflow. Workflows are the best choice to automate your marketing process, making sure your contacts always receive the best content just in the right time.