How to Create and Customize a New Workflow

In this video, we will learn how to create and customize a new workflow from scratch. A workflow is essentially a process or pathway that your contacts can follow according to your needs. It can automate tasks such as sending emails, updating contacts, and more, based on specific conditions and triggers.

Step 1: Navigate to the Workflow Section

First, navigate to the Workflow section to create a new workflow. You will find pre-created templates available, but for this guide, we will start from scratch.

Step 2: Understanding Workflow Triggers

• Entry Triggers: These determine when a contact can enter the workflow. For example, if a contact subscribes to a customer sign-up list, they can enter the workflow. You can add filters, such as requiring a specific tag, to refine entry conditions.
• Audience Filters: These group contacts for consideration in the workflow. For instance, only contacts over the age of 18 may be considered.
• Exit Triggers: These determine when a contact should exit the workflow. For example, if a tag is removed from a contact, they may exit the workflow.
• Exclude Contacts: This option prevents contacts from re-entering the workflow within a specified timeframe, such as two days.

Step 3: Adding Steps to Your Workflow

To add further steps, click on the plus icon. You can add various steps, such as:

• Delay Step: Delay the workflow for a set time after a contact enters.
• Email Step: Send an email after a delay. Customize the email with templates and set conditions for sending.
• Condition Step: Evaluate contacts based on conditions, such as age, and direct them down different paths (Yes/No).

Step 4: Performing Actions

After splitting contacts based on conditions, you can perform actions such as:

• Subscribing contacts to a list, like an event attendees list.
• Experimenting with contacts by splitting them into different paths (e.g., 80-20 ratio) and subscribing them to a DRIP campaign.

Step 5: Setting Goals and Tracking

Set up a goal to track how many contacts reach a specific step in the workflow. Monitor stats such as how many contacts have enrolled, are active, have exited, or completed the workflow.

Step 6: Naming and Activating the Workflow

Finally, name your workflow (e.g., "Signups Workflow") and activate it by publishing. This will enable the workflow to function and provide high-level statistics on its performance.

That's it for this video. Thank you for watching!