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Workflow Best Practices & Real-Life Use Cases

To maximize engagement and conversion, break down the customer journey into manageable lifecycle stages, each with a clear objective. Instead of creating one overly complex workflow, use multiple workflows to optimize specific stages and measure performance effectively. Example One: New Customer Onboarding (First 7 Days) Objective: Convert new registrations into paying customers within the first […]

Workflow Report & Performance Tracking

Accessing the Report Report Dashboards Overview Tab: Flow Report Tab: Monitor how many customers are waiting at each step before progressing. View the workflow structure and settings. Track how many customers have passed through each step.

Adding Steps to the Workflow

Add Delay Delays control when customers move to the next step. Options include: Example Use Cases: Add Action Actions define what happens at each step. Users can: Multiple actions can be performed within the same step. Add Branch Create conditional paths to personalize workflows: Rejoin Branches After branching, use Rejoin to merge multiple paths back […]

Workflow Settings

Discover Control groups, Enrollment Trigger and Re-Enrollment options.

Workflow Objectives

Learn how to define clear objectives for your workflow ensuring efficiency.