Building and Editing Workflows

Workflows allow you to automate sending your notifications through different channels. You can configure delivery to a single contact or to a segment.

Yespo offers a drag-and-drop builder for building workflows. The builder uses pre-programmed configurable blocks which you can place and connect into a workflow, and assign tasks and conditions to them.

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Note

Read about workflow blocks before you start building and editing workflow.

Creating a New Workflow

To create a new workflow:

1. Go to Automation → Workflows and click New workflow.

2. Enter the workflow name (required) and add tags (optional).

3. Add and set up the necessary blocks.

Each workflow contains the required blocks:

• Start. This block is automatically added at the beginning of a workflow.
• End. Place this block at the end of a workflow branch.

4. After adding all the necessary blocks, save the workflow by selecting one of the following options:

From the dropdown menu:

• Save — without exiting the editor.
• Save and exit — returns you to the list of workflows.
• Save and launch one time — runs the workflow one time.

On the top toolbar:

Save and launch test — performs a test run of the workflow.

Managing Blocks

Let's consider the actions that you can do with the blocks.

Adding Blocks

You can add blocks to your workflow in two ways:

1. Left-click the necessary block. It is automatically connected to the previous block. If the previous block is a condition that has two branches – green and red – the next block is connected first to the green branch.
2. Drag a block and connect it manually to any block.

Deleting Blocks

To delete a block, select it and click the trash icon above it or in the top panel. You can also press Delete on your keyboard.

To delete a connection between blocks, select it (the color of the connection points changes to blue) and press Delete on the keyboard.

To select a few blocks and connections, press the Shift key on the keyboard and select the necessary workflow fragment.

To select all blocks and connections, press Ctrl+A on the keyboard.

Undo Actions

To undo the previous action or redo the undone action, click the arrow icons on the top panel or press on the keyboard:

• Ctrl + Z — undo the previous action.
• Ctrl + Y — redo the undone action.

Additional Block Settings

The blocks requiring additional settings have an orange alert label mark. Select a block and configure its settings in the right-hand side panel. Learn more about the block settings in the instructions for each block group.

To expand or collapse the block panel, click [ on the keyboard or angle brackets icon in the drag-and-drop builder.

Workflow Description and Preview

The description of a workflow helps mark workflows with brief information about their purpose and key actions.

Click the Workflow description icon and add the necessary information.

In the menu, the description appears in a tooltip when you hover over the icon.

The workflow preview allows you to quickly review its structure and logic, and, if needed, switch to editing.

Copying Blocks & Workflows

You can duplicate blocks in a workflow so that a duplicated block has the same configuration as the original one.

You can also copy selected blocks from one workflow to another and create a new workflow containing the blocks from an existing workflow.

To duplicate a block, select the block and click the Copy icon above it or in the top panel. You can use Ctrl + C / Ctrl + V combinations on your keyboard.

To copy the selected blocks from one workflow to another:

1. Open two workflows in different tabs.
2. Using your mouse, select the blocks in the workflow you want to copy or press Ctrl + C on your keyboard.
3. Go to another workflow and paste the copied blocks by pressing Ctrl + V on your keyboard.

To copy workflow:

1. Go to Automation → Workflows.
2. Select the ellipses (three dots) icon beside the workflow you want to copy.
3. Select Copy from the dropdown list.

A new workflow window appears containing the blocks from the copied workflow. You can edit and save it.

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Note

For more convenient selection and copying of blocks, you can use the Ctrl/command keys

Setting up Workflow Start/Stop Configuration

In addition to settings you can apply to workflow blocks, you can set up start/stop configuration for your workflow.

Read Configuring Workflow Start/Stop Conditions to learn more.

Testing Workflow

There are two ways to check the correctness of the workflow:

A. In the editor while creating or editing a workflow (the Save and launch test button):

B. In the general workflow list (the Launch test option):

After selecting the way, select one of the testing options:

• Start for a contact
• Start with event

Start for a Contact

Click Select contact and select the contact from the list.

If the workflow uses event parameters, select the event from the list.

If variables are specified in the workflow blocks, specify their values ​​in the corresponding fields.

Click Launch.

Start with Event

Paste the event parameters in JSON format into the appropriate field and click Launch.

If the workflow includes a Timer block, you can skip it to speed up testing by clicking the Skip waiting button.
To exit the testing menu, click the Close button or select Stop workflow to stop it.

After a workflow test run, check the history of its launches and/or the messages received through the workflow.

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Note

All test launches are marked with the TEST icon.

Activating and Deactivating Workflows

You need to activate your workflow, so it can start automatically in accordance with the launch conditions.

To activate a workflow:

1. Go to Automation → Workflows, and select Not active in the menu on the left-hand side.

2. Click the Activate icon beside the workflow you want to activate.

To deactivate a workflow:

Go to Automation → Workflows → Active and click the Deactivate icon beside the workflow you want to deactivate.

Viewing Workflow Statistics

The Statistics icon beside a workflow opens a dropdown list of options. You can choose the following options:

• In progress. This item opens the list of all the currently running workflows.
• Completed. This item opens the list of all the completed workflows.
• With errors. The workflows during which an error occurred.
• Launched per 7 days. This item opens the list of the workflows launched during the last 7 days.
• Launched statuses per segment. This item opens the details of workflows launched for the segments of contacts.

When you select one of the first three items, you can view the launch history of your workflows and check for any errors in their blocks. You can also preview the workflows. Read Using Workflow Launch History to learn more.

Search and Filter Workflows

To find a workflow, use the search bar by name, tag, or workflow ID

To filter workflows by activity, click the corresponding tab in the menu on the left:

• All workflows (shows workflows with all statuses)
• Active
• Not active