A workflow is a start condition and a list of steps. Somebody triggers it, then walks down the steps until they reach the end, hit a goal, or are removed.
The settings
| Setting | What it does |
|---|---|
| Workflow name | What this does, in plain words. You will read it in a list of thirty. |
| Start when | The trigger that enrols somebody. |
| Stop when | Conditions that remove somebody part-way through. |
| Goal | What success looks like — reaching it exits the person as a success. |
| Enroll each person only once | Whether somebody can go through it again. |
| Cancel previous if re-triggered | Whether a new trigger restarts them instead of running twice. |
The order to build it
- Write down, in a sentence, what should happen. If you cannot, the workflow is not ready to build.
- Set the trigger.
- Add the steps, starting with a wait — almost nothing should send instantly.
- Add the stop when conditions. This is the safety rail.
- Set a goal so people who convert stop being chased.
- Save as a draft, test it, then go live.
ENROLL ONCE, UNLESS YOU MEAN IT