To create a workflow you must first choose which type of workflow you want to create.
Pre-configured workflows
Pre-configured workflows are workflow templates built on email marketing best practices. Start from this templates and customize them based on your needs.
- Thanks for joining!: welcome new subscribers and highlight key things they need to know about you and the messages they are going to receive.
- Welcome / onboarding: use an automatic email series to help new subscriber discover your product or services.
- Birthday series: send best wishes to your subscribers on special occasions
- Event reminders: send reminders when a certain date is approaching (e.g. subscription expiration)
Custom workflows
By using a custom workflows, you can choose one of the available start conditions or use an existing profile or activity filter as a start event.
- Event: based on a subscriber field that contains a date
- Subscription date: based on subscription date of a recipient
- Field condition: based on a condition applied to a recipient field. You can also use a profile filter as a start event.
- Group condition: based on a recipient joining or leaving a group.
- Recipient activity: based on the recipients' interaction with your email marketing program. You can also use an activity filter as a start event.