Workflow Step

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

• Configure a Step

• Move a Step

• Edit a Step name

• Duplicate a Step

• Delete a Step

Add a Step

To specify a new action within the Workflow, add a Step by clicking on the + node and selecting the desired action.

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.

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

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.