Workflows

How to Create and Use Workflows
This is an overview of the workflow builder. The workflow builder is a visual builder feature that allows you to combine trigger and campaign type featur...
Sun, 19 Sep, 2021 at 10:08 PM
Customizing Your Settings in Workflows
This tutorial will show you how to customize your Workflow Settings. Navigate to the Settings tab within the Workflow Builder. Here you'll see a l...
Sun, 19 Sep, 2021 at 10:09 PM
Using the History Tab in Workflows
Here's how to view and understand the History of your Workflows. Navigate to the History tab within the Workflow Builder. Use the dropdown ...
Sun, 19 Sep, 2021 at 10:09 PM
Checking the Status of Workflows
Here's how to view and understand the Status of Workflows. Navigate to the Status tab within the Workflow Builder. Use the dropdown menus to sor...
Sun, 19 Sep, 2021 at 10:18 PM
How to Organize Your Workflows Into Folders
When using workflows, you may want to categorize them to stay organized. Using the Workflow Folders feature will help you stay organized. Step 1: Cre...
Sun, 19 Sep, 2021 at 10:18 PM
How And When To Use The Event Start Date In Workflows
The Event Start Date field allows you to build automation around a specific date & time. Once you set the Event Start Date, the items in that workflo...
Sun, 19 Sep, 2021 at 10:18 PM
What's the If/Else Conditional Event and How to Use It
Using the If/Else Workflow condition allows you to create different paths within a Workflow. This allows you to customize Workflows on a deeper level to enh...
Sun, 19 Sep, 2021 at 10:19 PM
How to Duplicate a Workflow
Duplicating, or cloning, a Workflow can save you time if you wish to create a new Workflow that’s similar to one you already have. Perhaps you have a Workfl...
Sun, 19 Sep, 2021 at 10:19 PM
Using the Edit Conversation Action in Workflows
This tutorial will cover the “Edit Conversation” action in Workflows. This action allows you to mark items as read or unread, and choose whether to archive ...
Sun, 19 Sep, 2021 at 10:19 PM
Facebook Conversion API Trigger in Workflows
If you’re running Facebook ads, you’ll likely want to take advantage of the Conversions API. When running ads, you probably want to calculate the conversion...
Sun, 19 Sep, 2021 at 10:20 PM