Quick Start: Workflow Visual Builder Overview

Infinite Canvas Layout

Use the "Fit to Screen" and "Zoom In/Zoom Out" buttons in the bottom left of the screen to control the view area. The Mini-map in the bottom right shows the current position.

Adding a New Trigger to the Workflow

Click on "Add New Trigger" button to open the Workflow Triggers list.

Select a Trigger from the list and configure.

Adding a New Action to the Workflow

Click on "+" button to open the Workflow Actions list.

Select an Action from the list and configure.

How to View Execution Statistics for the Workflow?

Turn on the "Stats View" in the top left to view Email and SMS stats in the builder.

Open detailed statistics model by clicking on any of the stats data.

How to Test a Workflow?

Click on the "Test Workflow" button in the top right.

Select a contact and click on "Run Test" to start testing the workflow.

Save Workflow

Click the "Save" button in the top right which indicates unsaved changes.

Version History

View history of changes made by clicking on the history icon in the top right.

Draft/Publish

Publish workflow or switch back to Draft by switching the toggle on the top right.

Frequently Asked Questions

Q1. What happens to contacts in my workflow if I set it to draft? Will they stay in the same step when I resume later?

Ans. If the contact is waiting on any off the waiting steps (wait, manual call, manual SMS, etc.), they would be on the same step when the workflow is resumed.