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Workflows & Rules
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