Creating Automated Workflows

Automated workflows allow you to create a series of actions based on customer behavior or other triggers.

1. Navigate to Workflows:
   • In the Marketing Automation menu, click on Workflows.
2. Create a New Workflow:
   • Click Create New Workflow.
   • Choose the Trigger that will start the workflow (e.g., when a user subscribes to your newsletter, when a form is submitted, when a user makes a purchase).
   • Add Actions to the workflow (e.g., send an email, assign a task, add to a list).
3. Building the Workflow:
   • Trigger: Choose a trigger from a variety of options like:
     • User Actions: Form submissions, email opens, website visits, etc.
     • Time-Based: Set a specific time to start the workflow.
   • Conditions: Add conditional rules that determine whether actions should be taken based on user behavior or attributes (e.g., only send an email if the user hasn’t opened the last one).
   • Actions: Add one or more actions that will be executed once the trigger and conditions are met (e.g., send a thank-you email, update a lead status).
4. Testing and Launching the Workflow:
   • Test the workflow by simulating the trigger.
   • Once everything looks good, Activate the workflow.