Workflow Templates

Workflow templates are pre-built workflows that allow you to accomplish many common marketing campaigns.

When you open a workflow template, the workflow canvas will be populated with all of the nodes and connections required to make the workflow function properly. Where applicable, we also define the node properties required to make the workflow function properly. On your end, all you need to do is pick some of the details for the workflow (which field to compare, which email to send, etc.).

Below, you'll find an explanation of what each available workflow template does, what you need to do to get it up and running.