What You’ll Learn
- How to create a new workflow
- Adding steps to a workflow
- The basics of customizing when and what happens in a step
Before You Start
There are 2 parts to creating a workflow: initial creation and adding the steps in which actions take place. We’ll describe both on this page, as well as how to set up the triggers that will enroll people into the workflow.
Once you understand the general approach of creating a workflow, you’ll want to read the closer look articles linked above. There you will learn more in-depth information about the types of triggers, delays, actions, and conditions that make up a workflow.
It’s helpful to have mapped out the general steps of your workflow before creating it. This can be as simple as a paper sketch for more basic workflows or a digital document for more complex workflows. Of course, everything is editable when creating your workflow in Element451, so don’t worry if you don’t have every detail established when you start building.
Part 1: Initial Creation
The first part of creating a workflow is simple. All you need to is a name and description for your new workflow.
- From the dashboard, select Workflows on the left menu and choose All Workflows. This will bring up a list of already created workflows.
- Click the + icon in the top right of the listings page.
- Fill in the New Workflow form with the name and a short description of what the workflow will do and click Add. You will be taken to the edit page for your new workflow where you can define what it will do.
Part 2: Adding Steps
The first screen you see after initialing creating your workflow is the Edit tab. This is the same screen that will appear when you open your workflow to monitor or modify it.
Here you will add triggers, steps, and actions, along with delays, and conditions for those steps. Let's take a look at how to do that.
- Add a trigger that will decide what will enroll a user in the workflow by selecting the Add Trigger button below Audience. A new form will open. More about triggers.
2. Select a trigger type and click Save. In the form that opens, select the parameter for the trigger. For example, if you selected Joined Segment for your trigger, you will need to select which segment. Click Add when you are finished.
3. Next we need to add a step that determines what happens to people who are enrolled in the workflow based on the trigger you just added. Click the + to the right of Audience to add a new step. In the Action form, select an Action. Each Action has a short description, but visit Actions for a detailed explanation. Click the Add button when you have chosen the Action.
You will see the new step has been added to your workflow.
4. Further customize what will happen in the step and when by editing the following:
When (1): By default, the step will occur immediately. To set a time you want the step to occur, add a delay. More about delays.
Additional actions (2): You can add more actions to the step. More about actions.
Conditions (3): Set 1 or more conditions to add further control over what happens and to whom in the step. More about conditions.
5. Add more steps to the workflow as needed following the above instructions.
6. To indicate the final step of the workflow, add an action and select Finish Workflow from the available actions.
7. When your workflow is ready to launch, go to the drop down menu near the name of the workflow that says Inactive. Set it to Active.
Congratulations! Your workflow is up and running. People who meet the trigger settings will now start moving through the defined steps.
To see how people are moving through the workflow or edit your workflow, read Manage a Workflow.
A closer look at: