Skip navigation
User Manual
Overview

Workflows

Workflows funnel people downwards through a specified configuration of nodes that perform various types of automation.

Create a Workflow

  1. Click Automation

  2. Select Workflows

  3. Click + New Workflow

  4. Give the workflow a name

  5. Click Save

If you're currently integrated with Shopify, you have the option to create a workflow to automate cart abandonment reminder emails or Start from scratch.

Once created, you'll land on the screen to build the rest of the workflow and activate it for people to travel through.

Add Nodes to a Workflow

Nodes are the individual steps a person passes through as they travel downwards through a workflow.

Add a node to a workflow:

  1. In the workflow path, click the + icon

  2. From the pop-up, select the node type

Each node type performs a different task on a person. There are nodes to perform actions that subscribe to a campaign or apply a tag, set conditional paths, exit points, and more to a workflow.  

Action

Performs a selected task on the person such as apply a tag, subscribe to a campaign and others. An action can come from Drip or from another integrated provider such as Facebook.  

Decision

Examines a person's data based on a given conditional and determines one of two paths the person will proceed.

Parallel Paths

Sends a person down simultaneous paths at the same time. Each path may consist of additional nodes.

Goal

Sets additional trigger points throughout the workflow. When a goal is triggered, the person continues the workflow at that point.

Delay

Keeps the person stationary in the workflow for a specified amount of time in minutes, hours, or days.

Exit

Removes a person from the workflow. All workflows contain a permanent exit node at the lowest most point.

Activate a Workflow

To activate a workflow, click Start Workflow.

While activated any person that satisfies the workflow trigger from that point on enters into the automation. Workflows are not retroactive and do not engage with people that already fit the trigger criteria at the time of activation.