Workflows & Rules

Explore how to use the multiple capabilities of workflows.

12 articles in this collection
Written by 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 yesterday

Workflows - User Guide

Begin with an overview on the multiple parts of workflows.

Written by Keith McCusker
Updated yesterday

Automating Campaigns in Workflows

Set email campaigns to send automatically using workflows.

Written by Keith McCusker
Updated yesterday

What are Workflows?

How Workflows Work

Introduce yourself to the different pieces of workflows.

Written by Keith McCusker
Updated yesterday

How to Create a Workflow

Learn about the different steps necessary to create a workflow.

Written by Keith McCusker
Updated yesterday

How to Manage a Workflow

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

Written by Keith McCusker
Updated yesterday

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 Keith McCusker
Updated yesterday

Workflow Specifications

Triggers

Explore what initiates users into a workflow.

Written by Keith McCusker
Updated yesterday

Steps

Explore the building blocks of a workflow.

Written by Keith McCusker
Updated yesterday

Actions

Learn about workflow actions.

Written by Keith McCusker
Updated yesterday

Delays

Learn about using delays between workflow steps.

Written by Keith McCusker
Updated yesterday

Conditions

Learn to fine-tune workflows through conditions.

Written by Keith McCusker
Updated yesterday