Workflows enable you to create multi-step automations triggered from subscriber actions like joining a list or segment, placing an order, or abandoning a cart.

To get started creating a flow navigate to the Automations page and the Workflows tab. Click the New Workflow button.

Next give your Workflow a name.

Creating a Trigger

The first in creating a workflow is setting the trigger that will set the flow in motion. There are 4 types of triggers.

  • When a subscriber joins a list
  • When a subscriber joins a segment
  • When a subscriber abandons a cart
  • When a subscriber places an order (coming soon)

How the actions in the flow behave depends on what trigger you select. So once a trigger is selected, it can't be edited.

Adding an Email

Emails in workflows are once-off campaigns that subscribers will receive once they reach that step in the flow. You can drag an email action into your flow.

Once you drag your email into the flow. You can give it a name for your own records and a subject line. Then click Edit to design your email.

You'll be directed to our email composer where you can add content and create your campaign. Once you're done, click Enable and you'll be directed back to your workflow in progress.

An email directly under a trigger will send immediately once subscribers match the trigger rule. If you'd like a delay, use the time delay action below.

Adding a Time Delay

Time delays add a delay between actions in your workflow. For example, if you put a time delay set at 7 days between 2 email actions, the emails will send 7 days apart.

Like the email above, you can drag your time delay into your workflow. From there set the time you'd like to delay the next action until.

Adding a Conditional Split

Conditional splits split your workflow in two distinct paths based on whether or not a subscriber matches the rules. Currently this is whether or not a subscriber is in a segment, however more split types will be added in the future.

  • Split your workflow by whether or not your subscriber is in a specific segment
  • Split your workflow by whether or not your subscriber has placed an order (coming soon)
  • Split your workflow by whether or not your subscriber has opened an email (coming soon)

Drag a conditional split where you'd like in your workflow and then select a segment. You can also create a segment, once created you'll be redirected back to your workflow in progress.

Enabling a Workflow

Once you've added all your actions to your workflow and completed it. Enable the workflow by clicking the Enable button on the top right of the Workflow editor.

You'll be prompted with a modal where you'll need to confirm that you'd like to enable the flow. Again click the Enable button.

That's it! You've created your first multi-step automation with Workflows in SmartrMail. Nice work 🎉

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