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User Manual
Overview

Create a Workflow

To create a Workflow:

  1. Go to Automation > Workflows

  2. Click + New Workflow

  3. Give the workflow a name

  4. Click Save

Once the workflow is created, you’ll land in the workflow builder. This is where you will select the triggers, actions, and other steps to build the rest of your workflow. Unless you’ve installed one of our Shareable Workflows, you’ll see a blank workflow. 

If you're integrated with Shopify, Magento, or using the Shopper Activity API, you have the option to create a workflow to automate cart abandonment reminder emails or start from scratch.

Activate a Workflow

To activate a Workflow, click Start Workflow.

Once activated any person that satisfies the entry Trigger from that point on enters into the automation. Workflow triggers are not retroactive and will not trigger for people that already met the trigger criteria.

Add Nodes to a Workflow

Workflow nodes

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

To add a node to a workflow:

  1. In the workflow, 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. 

Split Test

Run a series of marketing tactics against another series to determine which is more effective. 

Exit

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

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