Published — v. 2
/
New workflow

New workflow

To create a workflow you first need to choose which type of workflow you want to create, between Pre-configured and Custom workflows.

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 series: create a set of welcome emails that follow the first notification (welcome email) sent to new subscribers.
  • Birthday series: congratulate your customers on a recurring event (e.g. a birthday).
  • Event reminders: send multiple reminders to your customers before an upcoming event.
  • Abandoned cart: send reminders when shoppers abandon their cart.
  • Onboarding: use an automatic email series to help new subscriber discover your product or service.

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 the 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.

 

After having selected the type of workflow you want to create, you need to decide Workflow settings.


Related content

Workflows
More like this
Automation
More like this
Workflow settings
Workflow settings
More like this
Tasks
More like this
Database building
Database building
More like this
Build workflow
Build workflow
More like this