Add Nodes To A Workflow

Workflows are made by connecting a series of nodes on the workflow canvas.

About this task

A node is a collection of settings that control a particular aspect of a workflow. There are three kinds of nodes used in workflows:
  • Triggers: Triggers nodes represent events that occur in your account which kickoff (or start) a workflow.
  • Filters: Filter nodes allow you to alter a workflow based on whether certain events or actions occur.
  • Actions: Action nodes represent nodes that perform an action (send email, update field information, change list membership, etc.) when a contact reaches them in a workflow.

To add nodes to a workflow:

Procedure

  1. Go to Automation > Workflows.
  2. Click either
    • On the name of a workflow to edit an existing workflow
    • Or Create New Workflow to create a new workflow.
  3. Move your mouse over a node in the Node Palette.
  4. Click on the node and drag it on to the workflow canvas.
    Dragging Workflow Nodes