Introduction to Workflows
A workflow is an automated message or series of messages sent based on set up conditions with a particular marketing purpose.
You can use workflows to segment your audience and send different campaign types, such as welcome series, birthday congrats, order confirmation, subscription changes, reactivation, etc.
There are 3 types of workflows:
- Triggered workflows launched by the event.
- Regular workflows launched for the selected segments based on the specified conditions.
- Workflows launched by the change in the contact's profile.
In Yespo, we use a drag-and-drop builder to create workflows. It is a constructor that uses blocks — the tasks and conditions that you can add to a workflow.
Workflow Blocks
Workflow blocks are divided into the following groups:
Library | Library |
|---|---|
Popular — common blocks. | • End |
Message — send one message to one contact. | • Email |
Contact — remove/add a contact to segments or update custom contact fields. | • Update custom fields |
Conditions — check a contact's compliance with a certain condition, split the workflow into two paths (Yes/No), and run one of them depending on the answer. | • Condition |
Other — multifunctional group. | • End |
Message to segment — send one message to a segment. | • Email |
Time — delay the execution of actions or execute actions at a specified time. | • Timer |
And Start block — not included in any group. It automatically appears in a new workflow by default.
Allowed Send Time Settings
Allowed time settings can increase the likelihood of a quick response to the campaign and communicate with subscribers at the most convenient time for them.
Workflow Examples
This section contains instructions for setting up the most common automatic workflows: subscription confirmation, welcome series, abandoned carts and views, etc. Read more >
Updated about 11 hours ago