How does it work?

Workflows are simple automation that allows you to perform specific actions using various events as triggers over objects like conversations, leads, accounts, or campaigns.

What kind of workflows can you build?

There are two workflows right now that are ready to use.

Pause account conversation workflow.

Automatically pause all conversations with the rest of an account when one of the leads gets qualified. Read more about the workflow here.

Re-engage leads to a new campaign workflow.

Automatically re-enroll leads based on the last interaction date from one campaign to another. Read more about the workflow here.

How do I create a new workflow?

You can create a new workflow by clicking on the "Create workflow" button at the top right corner. After that, you can choose from the list of playbooks and continue to the configuration screen. You will need to configure all mandatory settings before being able to create a new workflow. Each workflow requires different configurations. You can read more about how to configure each workflow inside the individual articles.

What is it default workflow?

You probably noticed the "Pause account conversation" workflow already created inside the list of workflows. This is what we call a default workflow. It can't be deleted or created more than once. It can only be turned on/off if needed. Our goal was to simplify the configuration since we know you will only need one.

How to reorder my workflows?

Placing your workflows in the correct order can make a difference in how they work. Why would I need to reorder my workflows?

Overlapping segments

Let's take an example of "Re-engagement workflow." Imagine you have "Workflow1", where you want to re-engage all unresponsive leads (e.g., 1000leads), and "Workflow2, where you want to re-engage all unresponsive leads that opened your previous email (e.g., 300/1000).

Those two segments overlap, and part of the segment that opened the email could be triggered by both of them. Ensuring that all unresponsive/opened leads will end up in "Workflow2" will require placing this workflow above "Workflow1."

The last workflow overwrites the previous one.

Since all workflows are being run from the top to the bottom, the reality is that action from the last workflow could overwrite the previous one. Keep this in mind when adjusting the order of your workflows.

We are just starting.

Please stay tuned in because we are already working on new exciting workflows. Let us know if you have similar problems that could be automated. We are looking forward to hearing from you.

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