Workflow Building Guide

For a comprehensive guide on constructing workflows, head over to the "Workflow Training" section found in the "Advanced Training" area of the help center.

Automating Tasks with Workflow Builder

The Workflow Builder tool enables you to set up automated processes that are activated by specific triggers. The key to effective automation is selecting the right actions based on your intended goals or procedures. Once you’ve mapped out the necessary steps to achieve your objectives, you can effortlessly deploy these workflows with a simple click.

Naming Your Workflow

At the top of the workflow interface, you'll find the workflow's name, which can be customized to reflect its purpose. For instance, if the workflow is designed to send a follow-up message after a missed call, you might label it “Missed Call Follow-Up.”

Adjust Workflow Name Here

Modify the name of your workflow to align with its function.

Switching Between Draft and Published Modes

When setting up a workflow, you can choose to keep it in draft mode or switch to published mode. This can be easily managed using the toggle button located in the top right corner. By toggling the switch, you can instantly activate or deactivate the workflow as needed.

Save Your Workflow

After configuring your workflow, ensure you save your changes by clicking the Save button in the top right corner. This action will timestamp your edits, creating a reliable log of all modifications, so nothing is lost.

Zoom Functionality

Use the zoom feature to get a closer or broader view of your workflow by clicking the appropriate icon.

Testing Your Workflow

Before finalizing your workflow, it’s a good idea to run a test to ensure everything works as expected. Click the Test Workflow button at the top right, then choose a contact to simulate the workflow process.

Choose Contact for Testing

Select the contact you want to use for the workflow test.

Monitoring Workflow Performance

Once your workflow is live, you can track its effectiveness by switching to the Stats view. 

This view provides detailed data on each action performed by your workflow over the past 30 days. 

 For more extensive data, click on specific action stats to view a larger date range and deeper insights.

This will open a more in-depth list of stats and let you switch the date range to your preference.