Here are the top 8 questions that may arise when you're building and testing your workflows.
1. My workflow is triggered by a list subscribe, why isn't it working?
If you are manually adding a person to a list to trigger the workflow, be sure to check this box to trigger events.
2. I've been testing my workflow multiple times and should have received more than 1 of the same email. What is going on?
If you have been testing with the same email address and are not receiving emails, it could be that your message is being delivered from the marketing message channel and type and are thus subject to the rule that one email address can only receive a template once in an 18 hour time period. Try using a different email address to test. If you are using Google Apps, you can easily create another email address by adding numbers to your email address like this firstname.lastname@example.org.
3. I would like to edit a running workflow. What is the best way to do this?
The best way to edit a workflow is to detach the branch that you no longer wish to use by deleting a connector.
If you want the users already in the workflow to complete the workflow, then do not delete the detached branch.
If you want those users to exit the workflow, then you can go ahead and delete all the unused nodes and connectors.
4. Can I temporarily disable a workflow? What will happen to all the users who are currently in the workflow?
Disabling a workflow will prevent new users from entering the workflow. Existing users will complete their current delay node and then immediately exit the workflow, except users that were sent from a test trigger will complete the entire workflow regardless of whether it is disabled or not.
Note: If you want existing users to continue moving through the workflow, while preventing new users from entering, keep the workflow enabled and disconnect the trigger node from the rest of the workflow.
You can reactivate the workflow and the associated campaigns by turning it back on again.
5. Can I select an existing triggered campaign to be a part of the workflow?
Unfortunately you cannot select an existing triggered campaign to include in a workflow. Using a 'send email' node in a workflow will create a new triggered campaign.
6. How can I change a template in an email campaign in a running workflow?
To change the template in a running campaign in a workflow, double click the email node and click on the 'Back to select template' option.
From there, you can select a different template for the campaign. Note that the campaign name will not change.
7. I'd like to A/B test my workflow. What's the best way to do this?
If you'd like to A/B test an individual campaign, you should select the campaign in the Experiments section. If you'd like to A/B test different delays and branches, you should select the 'Add Filter' and use the 'A/B Split' option. From there, you can create up to 5 workflow splits.
8. My workflow is triggered by a custom event or a triggerWorkflow. How can I test this?
There are two ways to test this, one is to use the "Send test trigger" option, which will simulate a trigger event. This will work even if the workflow is turned off.
The other option is to add a filter after the trigger node so it only activates the workflow for people with an email address from your company. Next, turn on the workflow and use the events API or triggerWorkflow API to send a trigger. You can see an example of how to add the filter here.
9. My workflow is live, but emails aren't sending.
Check your email nodes. Are the triggered email campaigns activated? If a campaign is inactive or archived, users will exit the workflow when entering that node, and they will not receive the email.