Workflow

Thanks to workflow you can create multilevel automation processes. It will let you organize and automatize marketing and sales processes in your firm, even more efficiently than before.


WORKFLOW

Explore how the workflow mechanism works.

Workflow: creating automated campaign
Workflow Analytics

WORKFLOW EVENTS

Events define  a contact activity but also initiate a workflow process. It is possible to enter more than one event in different parts of one structure. After meeting set assumptions contact moves to the next workflow stage. See how each of event works in workflow:

Workflow| Event: Contact has been added to the system
Workflow| Event: Contact clicked on a link in the email
Workflow| Event: Contact clicked on banner
Workflow| Event: Contact opened email
Workflow| Event: Contact has been added to the stage in funnel
Workflow| Event: Contact has been readded to the system
Workflow| Event: Contact RFM segment change
Workflow| Event: Contact visited url
Workflow| Event: Contact was tagged with
Workflow| Event: New contact detail
Workflow| Event: External event has been modified
Workflow| Event: Modified contact detail
Workflow| Event: Contact scoring exceeded
Workflow| Event: Contact scoring reached
Workflow| Event: Added note to contact
Workflow| Event: Contact has a new main owner/co-owner
Workflow| Event: Contact has been opted in
Workflow| Event: Contact has been opted out
Workflow| Event: New external event occured

WORKFLOW CONDITIONS

We add conditions to a workflow when we want a contact to meet set assumptions, which will activate other elements. In order to check if contact meets the assumptions, the entire contact card is being checked. Conditions can be negated and “If not” other options can be set for them. How can we set particular condition you will find below:

Workflow| Condition: contact is on the stage in the funnel
Workflow| Condition: Contact opened email
Workflow| Condition: contact clicked on a link in the email
Workflow| Condition: contact was tagged with
Workflow| Condition: Contact has a detail
Workflow| Condition: New external event occurred
Workflow| Condition: Contact has main owner in users group
Workflow| Condition: Contact has a main owner/ co-owner
Workflow| Condition: Contact is in RFM segment
Workflow| Condition: Contact has been opt out
Workflow| Condition: Contact scoring reached
Workflow| Condition: Contact scoring exceeded
Workflow| Condition: Contact has note

WORKFLOW ACTIONS

Actions are being activated after contact goes positively through every previous element. It is possible to set various actions in any order and alternative action for “if no” condition. Every available action is described down here:

Workflow| Action: Add/change contact detail
Workflow| Action: Add note
Workflow| Action: Set main owner / co-owner
Workflow| Action: Add tag to a contact
Workflow| Action: Add task for the user
Workflow| Action: Add a contact to stage in the funnel
Workflow| Action: Delete contact from funnel
Workflow| Action: Draw new owner from users group
Workflow| Action: Generate a coupon for a contact
Workflow| Action: Send alert to user
Workflow| Action: Send email to a contact
Workflow| Action: Send SMS to the contact
Workflow| Action: Delete tags
Workflow| Action: display banner
Workflow| Action: Opt in contact
Workflow| Action: Opt out contact
Workflow| Action: Set scoring
Workflow| Action: Add scoring to a contact
Workflow| Action: Add Scoring to tag
Workflow| Action: Send Web Push notification
Workflow| Action: Run automation rule

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