Workflow is a sequence of tasks to execute for contact when an event has occurred. Using Workflow, you can automate tasks such as:

  • Sending checkout abandonment email
  • Sending review request email after purchase
  • Run new contacts through welcome series.
  • Send price drop email email.

 

Workflow Steps

Each step is a task to execute within a workflow. There are various types of steps:

Trigger: Events that start a workflow. Each workflow can only have 1 trigger.

Email: Send email to contact.

Action: Execute actions like adding/removing tags.

Delay: Wait for specified period before proceeding to next step.

Wait: Wait until conditions are met.

Filter: Only proceed to next step if filter conditions are met.

Branch: Split paths based on conditions or percentage (for A/B test). Can only be added at the end of workflow.

 

 

Workflow Playbooks

OnVoard provides more than 20+ workflow playbooks that you can use to setup workflows within minutes. Go to workflow playbooks page to view a list of playbooks for common use cases like:

  • Checkout Abandonment
  • Cart Abandonment
  • Browse Abandonment
  • Price Drop
  • Low Stock
  • Welcome Series
  • Winback
  • Review Request

 

Other Workflow Settings

Can the following links on other workflow settings