Iterable workflows allows you to create a series of email campaigns that are triggered by a user action, custom event or by triggering the workflow directly. You can apply filters and delays between each action node to customize each users’ experience. Workflows are a great way to create a multi-step welcome or cart abandonment drip campaign.
To create a new workflow, choose the ‘New Workflow’ option on the side menu.
Skip to the specific workflow sections to learn more.
The workflow trigger is what determines when a user will enter a given workflow. It is represented by a green node at the top of the workflow (see below).
There are many types of potential triggers:
- Received API Trigger
- Triggered By Workflow
- Added Item To Cart
- Scheduled Recurring List
- Subscribed To List
- Unsubscribed From List
- Unsubscribed From Message Type
- Unsubscribed From Channel
- User Profile Field Updated
- Triggered Custom Event
- Opened An Email
- Clicked An Email
- Received An SMS
We detail each of these options plus trigger node filtering in our Workflow Triggers article.
There are a number of actions that can be performed against a user in a workflow. To apply an action, simply drag the type that you want from the left tray to the desired position in the workflow and link it to any nodes that you want to precede or follow. Actions are represented by light grey nodes once dropped into the workflow.
There are many types of potential actions, as you'll notice above, which allow you to do the following:
- Send an email, in-app, push or SMS message
- Add or remove a user from a list
- Update a field on the user profile
- Modify a user's channel or message type subscriptions
- Call a webhook
- Delay for a set amount of time
- Trigger another workflow
We detail each of the available actions more in our Workflow Actions article.
Filters allow you to select which users will move on to the next step in a workflow depending on which queries they fulfill. To apply a filter, drag a filter node from the left-side tray to the desired location in the workflow. Filters are represented by purple nodes in the workflow.
As you'll notice above, there are three filter node types:
- Fields Match
- AB Split
- Field Split
We detail configuration options and considerations for each in our Workflow Filters article.
Advanced Options and Testing
When viewing a workflow, you will find two options under "Advanced Options":
Limit Simultaneous Entrances Per User...
You can use this option to prevent users from existing multiple times at the same time in a workflow. This is useful for shopping cart abandonment workflows, as you do not want to send an email to a user for every item they leave behind in their carts. Generally, you will want to turn this on for marketing/promotional workflows. You will leave this off for transactional/password reset-related workflows.
Limit Lifetime Entrances Per User...
You can use this option to prevent users from entering a workflow multiple times over time. This is useful for welcome series and other workflows that a user should only ever pass through once.
Testing Your Workflow
Activating Your Workflow
To activate your workflow, switch the toggle in the top-left from Disabled to Enabled.
Cloning Workflow Nodes
To create a copy of an existing workflow node, select it and then click "Clone Selected" in the top right action bar.
To clone multiple nodes and their connections, toggle "Select On" and then click-and-drag over the nodes that you would like to clone. Then click "Clone Selected" (like in the .GIF below). You can alternatively use Shift+click to select multiple nodes and connections for cloning.
Note: You are able to clone nodes in both disabled and enabled workflows. If there are users actively passing through the nodes that are being cloned, they will remain in those nodes and the already existing flow will be unaffected. Those users will not be copied over to the new nodes.
Updating Workflow Email Templates
To edit or switch a template in a workflow campaign, double click the action node for the campaign. Then click 'Back to select template'.
Note that when you change the template, the campaign name will remain the same.
You can see how many people have started, are in progress or have finished a workflow. A person is considered 'finished' if they have exited the workflow; a finished user could have exited because they did not meet a filter criteria or because it went through every step.
You can view the metrics for each email campaign in a workflow by hovering over a workflow and clicking “View associated email campaigns”.
You’ll see a list of all the triggered campaigns in the workflow.
Click through a campaign to see campaign metrics.