How the Workflow feature works

This page will teach you how the workflow feature works.
On your account, click on the "Automations" tab and then "Workflows"

Click on the "Create" button, then add the name of your workflow and click on "Save"

Once the workflow is created, you will need to start with a trigger. Click on "Create your first trigger" and then choose the next workflow step by clicking on "+".

1) Add a trigger

A trigger is activated when a certain event of your choice occurs.

You have several triggers to choose from:

  • Tag added / Tag removed: Occurs when the tag has been added/removed from the contact after the activation of the Workflow (tags already added/removed before the activation of the Workflow will not be taken into consideration)
  • Funnel form subscribed: Occurs when a contact has just subscribed to a form
  • Blog page form subscribed: Occurs when a contact has just subscribed to a blog page form
  • Email campaign completed: Occurs when a contact has gone through an entire email campaign
  • Registered to a webinar: Occurs when a contact has just been registered for a webinar
  • Enrolled in a course: Occurs when a contact has enrolled in a course
  • Enrolled in a course bundle: Occurs when a contact enrolls in a course bundle
  • New sale: Occurs when a customer purchases an offer
  • Email link clicked: Occurs when a contact clicks on a link in an email
  • Page visited: Occurs when a contact visits a certain page

You can choose more than one trigger to be set off at the same time.

Note: The action is triggered only if the chosen trigger occurs after the activation of the workflow.

2) Add a step

After choosing a trigger, you can click on "+" to choose the next step:

  • An action: Perform an action such as: add a tag, delete a tag, subscribe to a campaign, etc. (Actions are events in that occur after a trigger is activated)
  • A decision: Divide the workflow path according to the criteria of the contacts, choosing the filter of your choice.
  • A delay: Sets a period of time before moving on to the next workflow step.

Example of Workflow use

In this example, the user subscribes a contact to an email campaign (email campaign 1) when the contact registers using their squeeze page. The user wants his contacts to receive the emails of their first email campaign. If they purchase their first offer, the user wants to stop sending the emails of the first campaign and start sending the emails of the second campaign, automatically.

  • The user sells two offers, he uses the first campaign to promote the first offer, and he uses the second campaign to promote the second offer.
  • The user uses an automation rule that adds the tag "Customer 1" to each customer that buys his first offer (the offer promoted in the first email campaign 1).

Steps to follow:

1. The user must first create a trigger, choose the option "Funnel form subscribed", and then choose the opt-in page which contains the form in question.

2. The user must create an action and choose the option "Subscribe to a campaign", and then choose the campaign "Campaign 1"

3. The user can also add a delay after the action. During the delayed workflow period, the contact receives the emails of the first email campaign.

4. The user must then add a "decision" action to check if the contact has the "Customer 1" tag or not. To do that, they must select the filter "Tag", and the option "Contact tagged with" and choose the tag to use ( the tag "Customer 1'').

5. After adding a decision, the user has two choices:

  • No: This means that the contact does not have the tag "Customer 1", because they have not purchased the offer.
  • Yes: This means that the contact has purchased the offer, the user must then add two actions. An action to unsubscribe the contact from the first email campaign and an action to subscribe the contact to the second email campaign.

Once the workflow is configured, the user has to activate the workflow to put it into action.

To activate the workflow, the user must return to the list of workflows and click on the "Activate" button.

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