Workflows
Messages and follow-ups that send themselves when something happens.
4 articles
- 01Workflows overviewA workflow sends approved templates and follow-ups by itself when something happens to a contact. What it is for, and everything on the Workflows screen.
- 02Build a workflowCreate a workflow from scratch or from a template, draw it on the canvas block by block, check it and switch it on.
- 03Workflow triggers and stepsEvery setting of the trigger and of the four kinds of step: Send templates, Add tags, Wait and Message status rule, with what each does and its limits.
- 04Run and follow a workflowWhat happens once a workflow is on: who enters, what takes a contact out, the figures, switching off, changing or deleting it, and what it costs.
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