Workflow Step
After setting your Trigger, build your Workflow with Steps.
Once a Trigger is configured, you can build the Workflow by adding Steps. When a Workflow has been triggered, its Step(s) will be carried out sequentially on the triggering Contact
Below are the actions that can be performed with Steps:
Add a Step
To specify a new action within the Workflow, add a Step by clicking on the + node and selecting the desired action.
Maximum 100 Steps per Workflow.
Configure a step
After adding a step, configure the step in the configuration drawer. Each step has different configuration possibilities. Configurations that can be added include content, channel, action and advanced settings.
Move a step
To move a Workflow Step, hold the Step and drag it to the desired position.
When moving a parent Step with child Steps attached beneath it, all the child Steps will be moved together with the parent Step.
Edit a step name
To edit the step name, click on the Edit icon and input the desired name for this step. Click the green ✓ icon to confirm the name.
Duplicate a Step
To copy a Step in the Workflow, hover over the Step and click the Copy icon that appears on the top right.
To paste a copied Step in the Workflow, click on the + node you want to paste the Step in and select Paste Step (with the copied step name) in the Add Step menu
Step duplication is only possible within the same workflow
Move a Step
Click and hold the Step and drag it to the desired position to move a Workflow Step. When moving a parent Step with child Steps attached beneath it, all the child Steps will be moved together with the parent Step.
Delete a step
To remove a Step from a Workflow, hover over the Step and click the Delete icon that appears on the top right.
All actions stemming from this Step (e.g. Branch, Ask a Question) will be deleted along with it. A dialog box will open to confirm this action.
List of Steps
Below is a list of available steps in the Workflows module. You can click on each step to learn more about its functions.
Step | Description |
Send a Message | Send a message with the specified content to the Contact |
Ask a Question | Send a specified question to the Contact on the Last Interacted Channel |
Assign To | Assign Contact to a user |
Branch | Create Workflow Branches based on conditions |
Update Contact Tag | Add or remove one or many Contact Tags |
Update Contact Field | Modify Contact Field values for the Contact |
Open Conversation | Open a Conversation with the Contact |
Close Conversation | Close a Conversation with closing notes |
Add Comment | Add an internal comment about the Contact or conversation |
Jump To | Jump to a different Step in the journey |
Wait | Wait for a stipulated period of time before advancing |
Date & Time | Create Workflow Branches based on date or time conditions |
HTTP Request | Send an HTTP request to another application |
Add Google Sheets Row | Send information to a Google Sheet |
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