To begin, navigate to the Automation section and click on Workflows. From there, select the option to create a new workflow by clicking the +Create Workflow button. Next, start the workflow from Scratch and proceed by clicking on Continue.
Settings
Default Settings
The timeframe for sending outgoing messages within your workflow is restricted to a specific window. This feature proves beneficial in preventing individuals from receiving text messages during late hours. You can construct your preferred window based on the day of the week and the designated time frame.
Allow Multiple
Enabling this option permits a single contact to pass through the workflow multiple times. However, if this option is disabled, contacts can only enter the workflow once. In such cases, if the trigger attempts to add them for a second time, no action will be taken.
Stop on Response
If a contact in this workflow responds to any of the sent messages or schedules an appointment, the remaining part of the workflow will be terminated. This feature is particularly beneficial for nurture campaigns as it prevents the possibility of repeatedly urging someone to act, such as “booking an appointment,” when they have already done so. This ensures that contacts are not annoyed by redundant requests.
Auto Mark as Read
By default, outbound messages from the workflow are displayed in the Recents tab of conversations. However, if you prefer these messages to bypass the “Recents” tab and directly appear in the All tab, you can enable the Auto Mark as Read option.
Event Start Date
This feature is handy when organizing a webinar or any event scheduled for a future date. It allows you to send appointment reminders leading to the event, ensuring timely communication with participants.
Status
The Status tab provides a comprehensive overview of all individuals who have gone through this workflow, including their current progress. It displays information such as the workflow status, their current step, and the subsequent execution or action to be taken.
Execution Log
This feature presents a detailed overview of a specific contact’s journey within the workflow since their addition. It provides:
Additionally, by clicking on the clipboard icon, you can access more detailed information about the contact’s status and the specific events that have taken place.
History
The workflow allows for a comprehensive view of the complete history of every event that has been triggered. Similar to the functionality in the Status tab, clicking on the clipboard icon provides more detailed information. Additionally, by accessing the execution log, you can review all the events that have been fired from a specific contact since their addition to the workflow. This log provides a detailed record of the contact’s interactions and actions within the workflow.
Actions
By clicking the + button and searching for the desired action, you can add any action you want. Additional actions can be found by scrolling down.
Overview The Number Validation Trigger in CRM allows users to automate workflows according to the validation status of phone numbers. This functionality helps ensure that SMS messages are sent exclusively to valid numbers, minimizing costs from undeliverable messages and enhancing communication efficiency. Trigger Name Number Validation Trigger Description Triggered based on the number validation feature […]
Overview This trigger activates workflows when a viewer watches a designated percentage of a video. It empowers marketers to adapt in real-time to viewer engagement, enabling personalized follow-ups and targeted messaging based on the portion of the video completed. Trigger Name Video Tracking Trigger Description Runs when a lead watches up to a specified percentage […]
Overview The “Go-To” event in Workflows lets you seamlessly move contacts from one step to another. This feature allows you to guide contacts to specific points in the workflow based on predefined triggers or conditions. With the “Go-To” action, you can optimize your workflows, ensuring that each contact follows a personalized path tailored to their […]
Overview The solution that streamlines your business operations. Powered by cutting-edge AI, it tackles complex tasks with speed and precision. Leave behind tedious manual work and embrace a new era of effortless efficiency with Workflow AI Action. Action Name GPT Powered by OpenAI Action Description Workflow AI is a groundbreaking automation tool that leverages artificial […]
Overview With this feature, users can store the history of their GPT actions. By leveraging past interactions, GPT actions can generate more relevant and personalized responses. Action Name GPT Powered by OpenAI Action Details Type of History There are 5 types of History that can be stored How to use it? Advanced options Points to […]
Overview Use the “Add Contact Followers” workflow action to automatically assign followers to a contact. Integrate this action into your current workflows to streamline follower management for your business. Action Name Add Contact Follower Action Description The “Add Contact Follower” action allows users to assign one or multiple followers to a contact’s profile. How to […]
Overview Use the “Remove Contact Followers” workflow action to automatically remove followers from a contact. Integrating this action into your existing workflows simplifies follower management for your business. Action Name Remove Contact Follower Action Description The “Remove Contact Follower” feature allows users to delete one or multiple followers from a contact’s profile. How to Configure […]
Overview The “Send Invoice” feature enables users to automate invoice delivery to contacts within a workflow. By simplifying the invoicing process, it ensures prompt and consistent billing for the products or services rendered. Action Name Send Invoice Action Description How to Configure Example Send an Invoice when Opportunity Status Changes Trigger Opportunity Status changed – […]
Overview The Task Added trigger enables you to start a workflow whenever a new task is created in a contact’s record. This helps automate actions tied to task creation, like alerting the assigned user, updating relevant task fields, or sending follow-up communications. Trigger Name Task Added Trigger Description This trigger activates whenever a new task […]