Workflows

Setting up and using Workflows to welcome, onboard, engage and retain customer at scale.

  • Create Your First Workflow and Choose a Trigger
  • Create an automation rule
  • Using Actions in Workflows
  • Decision, Parallel Path, Delay and Go to Action Blocks in Workflows
  • Creating Goals in Workflows
  • Using Workflow Templates
  • Facebook Custom Audiences and Workflows
  • How do I start a workflow on a date or time?
  • Automation use case - Tag contacts automatically
  • Automation use case - Add contacts to drip campaigns automatically
  • Automation use case - Deleting contacts automatically
  • How do I prevent contacts from being added to my workflow twice?
  • Automation FAQ
  • Trigger Workflows using webhooks in third-party tools