UNDERSTANDING WORKFLOWS

In your workflow, certain controls help dictate the sequence and conditions under which actions occur. Here’s a breakdown of each control and how to use them:

1. Time Delay

A Time Delay introduces a pause between actions. This feature is useful for nudging your customers towards a specific action without overwhelming them.

How to Use:
1. Select the Time Delay option.
2. Enter the desired value and set the duration for the delay.
3. Add it to your workflow.

2. Condition

A Condition defines a specific requirement or state that must be met for subsequent actions to occur. There are three types of conditions:

Attribute Check: Verifies if a specific attribute meets defined criteria.
- How to Use:
  1. Select the Attribute Check condition.
  2. Choose the attribute from your list.
  3. Specify the operator and value.
  4. Add it to your workflow.

Message Check: Verifies the status of a message (e.g., sent, delivered, opened, clicked).
- How to Use:
  1. Select the Message Check condition.
  2. Choose the channel and message.
  3. Select the status you want to check.
  4. Add it to your workflow.

Event Check: Verifies if a specific event or set of events meets predefined criteria.
- How to Use:
  1. Select the Event Check condition.
  2. Choose the event from your previously created events.
  3. Add it to your workflow.

3. Multi-Condition

A Multi-Condition allows you to set multiple conditions that must be met, often in sequence, to determine an outcome.

How to Use:
1. Select the Multi-Condition option.
2. Define Path 1 and Path 2 conditions.
3. Add it to your workflow.

4. Transaction Check

A Transaction Check validates the details, validity, and status of a transaction according to predefined rules.

How to Use:
1. Select the Transaction Check condition.
2. Choose the condition and set the operator (whether it’s an input value or another criterion).
3. Add it to your workflow.

Workflow Statistics: When a campaign is active, you can now view detailed metrics for each step in the workflow. Track the number of customers engaged, monitor message statuses, and analyze performance at every stage—all in one place.