Guide to workflows

Article author
Kelly Sutter
  • Updated

Streamline your workday with automated workflows.

Build relationships with your audience by creating people-centered customer journeys. Set your workflow automations in motion based on email events, list activity, or data in your CRM. They can be as simple or complex as needed. Use them to send personalized follow-up campaigns, reminders, and much more.

workflow-collage.jpg

 

What is a workflow?

A workflow is an automated sequence of campaigns through which a subscriber passes from start to finish when they meet the requirements. The workflow functions like a container for campaigns. A workflow is made up of at least one campaign, but it can contain many campaigns that are set up in a sequence with delays and conditional branches.

What can you do with workflows? Here are a few ideas to get you started.

  • Member appreciation series
  • Performance reminder and survey
  • Reengagement series
  • Welcome series

Take a look →

 

Workflow process

To build, view, and activate workflows, you’ll need Create Workflows permission. People with Manage Users permission can enable this in the Account section. 

When you create a workflow, you first select the activity that will set your workflow in motion. Then continue to the workflow builder to set up what happens next. Add emails, delays, and conditions. You will be attaching the email designs you have already created, so it is best to create them before setting up your workflow. After you activate your workflow, we’ll use subscriber data and email activity to determine who should receive your emails and when.

 

Tutorials

Our tutorials take you through the steps of creating a workflow.

  1. Select workflow settings
  2. Use workflow builder to set up components
  3. Review and test campaigns
  4. Activate a workflow

Start the tutorial →

 

 

General FAQ

 

What is the difference between a triggered campaign and a workflow?

A triggered campaign sends only one email and is only available to CRM customers. A workflow gives you the option to send multiple emails in a sequence and is available to all customers.

 

How do subscribers get removed from a workflow?

When they no longer meet the requirements specified in the workflow. People who unsubscribe from your email list, report an abuse complaint, or have a change in sending status will also be removed from any remaining emails in the workflow.

 

If someone unsubscribes mid-workflow, will they be unsubscribed just from that workflow or from everything? 

They will be unsubscribed from all emails going forward in the workflow and beyond.

 

Can I suppress subscribers from a workflow?

Not yet. The option to attach a suppression list to a workflow is on our product roadmap.

 

Will workflows event data pass back to my CRM?

Yes.

 

WordFly–Tessitura Integration FAQ

 

Which version of Tessitura do I need to use Workflows?

Workflows is compatible with Tessitura v16 as well as all other earlier releases.

 

Does Tessitura regenerate a new list for each campaign in the workflow?

No. Each workflow shares a single WordFly list across all campaigns in the workflow.

Dynamic List Manager lists in Tessitura will be regenerated each time the first campaign in the workflow runs according to the schedule specified on the Activate step, e.g., every hour, every day, etc. Any additional campaigns in the workflow will re-use the imports completed in the first campaign. Therefore they do not regenerate lists or pull any new data from Tessitura.

In other words, the first campaign in the workflow behaves exactly like a non-workflow triggered campaign, while the other campaigns in the workflow do not import subscribers.

 

Does WordFly create a new source number for each campaign in the workflow?

No. Only the first campaign in the workflow will import new subscribers from Tessitura, so only the first campaign will generate a new source number every time it runs. Any additional campaigns in the workflow will re-use the imports completed in the first campaign. Therefore they do not generate new source numbers or promotion records in Tessitura.

 

In Tessitura, how will I know that the responses I’m seeing are part of a workflow?

WordFly does not currently send information about the workflow in the response data sent back to Tessitura. As with non-workflow triggered campaigns, it is possible to categorize promotion data in Tessitura using specific appeals, source groups, or media types.