Workflows for Automations

Matt Fenn on Marketing automation, Feature development,


We are all really excited to tell you about one of the big projects we’ve been working on this year that’s almost ready for release. Automation Workflows is a new visual builder for creating customer journeys, it combines the setting of conditional trigger options with logic based flows that allow you to map out automation campaigns visually.

Workflow Condition

Workflows with a visual builder have become a well understood way for people to build automation campaigns and it has been a one of our most requested features for a while.

Workflows will live in the Automations section, along with the emails that you want to make available to them.

Each Workflow will have one or more triggers as an initial trigger step, then based upon those triggers activating the Workflow for a contact it will begin the steps that you design for it.

Workflow Triggers

A Workflow can be triggered by a number of things:

Workflow Triggers

  • A conversion flow step
  • Landing page completion
  • Email opened
  • Lead score changed
  • Page visit
  • Schedule trigger on contact segment
  • Stage changed
  • Tag added
  • Tag removed

You can add multiple triggers for an Autoresponder Workflow, if you do this then any one of the trigger events will start the Workflow.

Once the Workflow starts the flow is followed and you can add Action components to control the flow and logic for what you want to happen as part of your customer journey.

Actions you can add to your Workflow include:

Automation Workflow

For Contacts

  • Add Contact Tag
  • Remove Contact Tag
  • Change Stage
  • Change Lead score

For Emails

  • Send Email
  • Email Activity Branching (On open or click)

Flow Control

  • Pause for a period of time
  • Schedule activity for date and time
  • Wait until contact conditions are met
  • Issue notification email
  • Start another Workflow
  • Stop another Workflow
  • Go to another action

These are the first release triggers and actions that we wanted to make available as they cover a wide range of common automation scenarios, we will be adding more options in future updates.

Workflow Conditions

Conditions are a powerful feature of Workflows as they allow you to test multiple contact conditions grouping them together with with ‘and/or’ qualifiers to create fine grained selections to guide the journey for your Workflow.

Email sending options

One of the most important activities you’ll be undertaking as part of your Workflows is the sending of emails and we’ve included the ability to specify unique Subjects, From names and From addresses for the emails you send, each time you send them. This means that you can try variations when emails aren’t opened to boost the effectiveness of your campaigns.

Flow control

With a range of options as to how you control the flow of your customer journey changing the messaging you use, how you add tags for future segmentation and following up in inactivity or at future dates and times will be simple to setup and use in your campaigns.

Next steps

We’ll be testing Workflows throughout December, so if you’d like to get involved and give them a try for us over the coming weeks please let us know and we’ll set you up with early access.

We are all really excited to tell you about one of the big projects we’ve been working on this year that’s almost ready for release. Automation Workflows is a new visual builder for creating customer journeys, it combines the setting of conditional trigger options with logic based flows that allow you to map out automation campaigns visually.

Workflow Condition

Workflows with a visual builder have become a well understood way for people to build automation campaigns and it has been a one of our most requested features for a while.

Workflows will live in the Automations section, along with the emails that you want to make available to them.

Each Workflow will have one or more triggers as an initial trigger step, then based upon those triggers activating the Workflow for a contact it will begin the steps that you design for it.

Workflow Triggers

A Workflow can be triggered by a number of things:

Workflow Triggers

  • A conversion flow step
  • Landing page completion
  • Email opened
  • Lead score changed
  • Page visit
  • Schedule trigger on contact segment
  • Stage changed
  • Tag added
  • Tag removed

You can add multiple triggers for an Autoresponder Workflow, if you do this then any one of the trigger events will start the Workflow.

Once the Workflow starts the flow is followed and you can add Action components to control the flow and logic for what you want to happen as part of your customer journey.

Actions you can add to your Workflow include:

Automation Workflow

For Contacts

  • Add Contact Tag
  • Remove Contact Tag
  • Change Stage
  • Change Lead score

For Emails

  • Send Email
  • Email Activity Branching (On open or click)

Flow Control

  • Pause for a period of time
  • Schedule activity for date and time
  • Wait until contact conditions are met
  • Issue notification email
  • Start another Workflow
  • Stop another Workflow
  • Go to another action

These are the first release triggers and actions that we wanted to make available as they cover a wide range of common automation scenarios, we will be adding more options in future updates.

Workflow Conditions

Conditions are a powerful feature of Workflows as they allow you to test multiple contact conditions grouping them together with with ‘and/or’ qualifiers to create fine grained selections to guide the journey for your Workflow.

Email sending options

One of the most important activities you’ll be undertaking as part of your Workflows is the sending of emails and we’ve included the ability to specify unique Subjects, From names and From addresses for the emails you send, each time you send them. This means that you can try variations when emails aren’t opened to boost the effectiveness of your campaigns.

Flow control

With a range of options as to how you control the flow of your customer journey changing the messaging you use, how you add tags for future segmentation and following up in inactivity or at future dates and times will be simple to setup and use in your campaigns.

Next steps

We’ll be testing Workflows throughout December, so if you’d like to get involved and give them a try for us over the coming weeks please let us know and we’ll set you up with early access.

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