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Definitions of Workflow Step Types
Mar 20, 2023
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- Wait: This option will allow you to pause your work flow for a number of months, weeks, days. For example, if you are creating a new member onboarding workflow, you may wish to wait a certain number of days between your initial email, and a follow-up email.
Options for the Wait step type - Wait Until: This option allows you to pause the work flow until a specific date. Enter or select the date that you wish the work-flow to restart in the Wait Until date selection. The work-flow will restart on the day you enter.
Options for the Wait Until step type - Send Email: This option allows you to select the email you wish to send out. When Send Email is selected, you will have to select the template type- Standard or Email Designer- which template to use, and if a Communication Category should be applied. See Create and Manage Email Templates for instructions on creating your templates.
Options when selecting the Send Email step type - Create Follow Up Reminder: This option allows you to create a follow-up reminder, for yourself, or another staff member. You may associate the reminder to a specific project, if applicable. Select the staff member to whom you wish to assign the reminder from the Assigned To drop-down list, select a reminder Type from the drop-down list (or click the gray plus icon
to create a new reminder type), and enter a Name and Description of the reminder. You may select to either Create individual tasks or Create one Single Task.
Options for the Create Reminder step type - Add to List: This option will allow you to add a campaign participant to a specific list. Select the desired Group from the drop-down list, or click the gray plus icon to create a new list/committee. See Working with Lists/Committees for instructions on creating lists/committees.
Options for the Add to List step type - Remove From List: This option allows you to remove a contact from a specific list. Select the Group from which you wish to remove the contact from the drop-down list.
Options for the Remove From List step type
- Move to List: This option will allow you to move the contact to a new list. The contact will be removed from your campaign list, and added to the selected list. Select the desired Group from the drop-down list, or click the
to create a new list/committee. See Add a New Email List for instructions on creating lists/committees.
Options for the Move to List step type
- Add Tag: This option allows you to add a tag to a contact. Type the tag into the Tag text-box, and click enter. Enter additional tags as needed. The tag will be displayed on the contacts page.
Options for the Add Tag step type
- Logic Branch: This option evaluates if a condition is true or false, and then determines the next step in the work-flow. For example, the system can evaluate if an email has been opened, and proceed to a certain step if it has not been, and a different step if it has been. Select the Logic Condition Type from the drop-down list.
Options for the Logic Branch step type - Logic Condition Type:
- Message has been opened: This logic branch type will check to see if the message selected has been opened by the contact in the workflow Select the template type of the sent email and the template of the sent email. Selecting the "If False?" option will advance the step if the message has NOT been opened.
- Landing Page has been viewed: select this option if you are including a static landing page in a workflow email and want to verify it has been viewed by the recipient.
- Landing Page form has been submitted: select this option if you are including a landing page with a form to complete in a workflow email and want to verify the form has been submitted by the recipient.
- Active Member: This logic branch type will check to see if the contact in the workflow has an active membership status. Selecting the "If False?" option will advance the step if the contact is NOT an active member.
- Dropped Member: This logic branch type will check to see if the contact in the workflow has a dropped membership status. Selecting the "If False?" option will advance the step if the contact does NOT have a dropped membership status.
- Is False? In general, this option will flip the logic of the step. See Logic Condition Type definitions above for specific examples.
- Once you have added the Logic Branch, you will now have two branches to your work flow, as shown below. Add workflow steps to each branch as needed. To do this, you will add the workflow step as described previously, then drag the step to the appropriate branch.
- Logic Condition Type:
- Exit Workflow: This option completes the workflow, and immediately removes the contact from the workflow.
Options for the Exit Workflow step type
