Workflows & Rules

Explore how to use the multiple capabilities of workflows.

12 articles in this collection
Written by Paige Breen and Keith McCusker

Getting Started

Workflows

This video walks through managing a workflow and explains the core features along the way.

Written by Keith McCusker
Updated over a week ago

Workflows - User Guide

Begin with an overview on the multiple parts of workflows.

Written by Keith McCusker
Updated over a week ago

Automating Campaigns in Workflows

Set email campaigns to send automatically using workflows.

Written by Keith McCusker
Updated over a week ago

What are Workflows?

How Workflows Work

Introduce yourself to the different pieces of workflows.

Written by Keith McCusker
Updated over a week ago

How to Create a Workflow

Learn about the different steps necessary to create a workflow.

Written by Keith McCusker
Updated over a week ago

How to Manage a Workflow

Learn how to manage, edit, and view people in your workflow.

Written by Keith McCusker
Updated over a week ago

Why is a user not in the Workflow?

This page covers what to check when a user is not going through Workflow steps as expected.

Written by Paige Breen
Updated over a week ago

Workflow Specifications

Triggers

Explore what initiates users into a workflow.

Written by Keith McCusker
Updated over a week ago

Steps

Explore the building blocks of a workflow.

Written by Keith McCusker
Updated over a week ago

Actions

Learn about workflow actions.

Written by Keith McCusker
Updated over a week ago

Delays

Learn about using delays between workflow steps.

Written by Keith McCusker
Updated over a week ago

Conditions

Learn to fine-tune workflows through conditions.

Written by Keith McCusker
Updated over a week ago