Last week, we discussed how to set up a new Workflow and link an Endpoint to it, so that it can receive data from any Webform that sends content to the Endpoint.
After having created a Workflow, it is time to start building up the different steps that form the flow. As the name suggests, the Workflow takes a data input and puts it through a waterfall flow, which allows you to define the different individual steps that the dataset should go through in order to automate several sales and marketing steps.
After having created the Workflow, you will only have your ‘start’ node available, of which we discussed the setup last week. From that point on, it is time to start defining the next steps of the flow, which are formed with different kinds of nodes.
When you click on the ‘edit’ button, the Workflow screen expands a little to show you the different nodes that are available for use in the flow:
These different nodes can be included in the Workflow by dragging and dropping them into the flow where you want to use them.
When dragged in, the node may look like this:
This red color and the animation that is not shown in the picture indicate that the node is currently still missing information and needs to be set up. Though this may be self-explanatory when a node has just been inserted into the Workflow, the animation is intended to alert you that the step will not work until you open the node and input the necessary information. This will also mean that the workflow can’t be saved until this is rectified, so you know which nodes need to be looked at.
Just like the Start node, other nodes that are dragged in can be edited by hovering over them and clicking on the pencil icon that appears:
We will go over the individual nodes in the coming weeks, devoting some time to each and every node to give them the proper attention to fully explain their strengths and possibilities. However, to give you a quick idea of what these different nodes can do now, let’s give each a brief explanation:
- Call: this will automatically plan a Call task for a given user of the system;
- Await Events: this allows you to set a branch in the flow, where the flow waits for a certain event to happen or for a certain amount of time to pass. If the event doesn’t happen, the flow will go down a different branch;
- Send email: as the name suggests, this will send an email to an email address that is found in the flow data;
- Text message: this will send a set text message, incorporating parts of the data as necessary;
- Update: with this node you can update a database record to reflect data that is found in the flow;
- Variables: you can set and update Workflow variables using this node;
- Labels: set, remove, or update labels for different database records using this node;
- Subscriptions: include in or exclude records from specific subscription lists in the system;
- Goal: this ends the current Workflow, but can be used as a trigger for a different Workflow;
- Condition: another branch option for the Workflow, where the node checks if a certain condition in the Workflow data is either true or false, going down one branch or the other depending on the outcome;
- Match: attempts to find a match for a given Lead variable in the database;
- Find Record: attempts to find a record for a given identifier in the database.
Next week and several weeks after, we will start going through the possibilities of the different nodes. We hope to see you then!