Workflows

Workflows allow you to automate steps of a multi-channel marketing life-cycle by specifying combinations of triggers, filters, and actions that determine how to handle contact data and what marketing communications to send.

Creating workflows is a simple process that involves dragging combinations of nodes (triggers, filters, and actions) on to the workflow canvas to automate certain marketing actions. The key to understanding workflows is to remember that they are centered around contacts. Contacts enter and move through workflows based on their actions or data about them. At the end of the workflow, some action is taken in regards to a contact (they are sent a message, their data is updated, etc.).

CAUTION:
If a workflow results in an email being sent, that email cannot be used to trigger another workflow. This limitation is meant to prevent a workflow from entering a loop where it can never be completed.