How to get here
In the left menu, click Workflow and find Workflow Template.
Find the template you want to change and click it (or click its edit action).
You are now on the Edit Workflow Template screen.
Step-by-step guide
Review the workflow canvas
The main area shows a visual flowchart of the workflow template. Each step is represented by a node (a box on the canvas). Nodes are connected by edges (animated lines) that show the order the steps run in. You can zoom in and out using the controls in the bottom left corner or by scrolling with the mouse wheel. You can pan by clicking and dragging on an empty area of the canvas. The canvas automatically fits all nodes into view when the page loads.
Add a new node
On the right side of the screen you will find a node panel with available node types. The nodes are grouped into collapsible categories — click a category header to expand or collapse it. Click a node type to add it to the canvas, then drag it to the desired position. Limit: You can add up to 50 nodes per template. Available node types: Trigger: Defines which event starts the workflow (e.g. a new registration). Text: Adds a step involving a text value. Number: Adds a step involving a numeric value. Day: Adds a step related to a specific day. Time: Adds a step related to a specific time. Autocomplete: Adds a step with a searchable dropdown option. Multiple Autocomplete: Adds a step that allows selecting multiple items from a dropdown. Recipient Autocomplete: Adds a step for selecting message recipients. Single Select: Adds a step with a single-selection dropdown. Double Text: Adds a step with two text fields. Webhook: Adds a step that calls an external service. Placeholder: Adds an empty placeholder step that you can configure later.
Edit a node
Click a node on the canvas to select it. Change the values inside the node directly — the fields vary depending on the node type. Your changes are tracked automatically.
Connect nodes
To create a connection between two nodes, click and drag from the output handle (small circle on the edge of a node) to the input handle of another node. An animated line appears to show the connection. Connections determine the order in which the steps are executed.
Delete a node or connection
Click a node or edge to select it, then press the Delete or Backspace key. Some nodes are marked as non-deletable (e.g. the initial trigger node). If you try to delete one of these, nothing happens.
Reorganise nodes
Click and drag a node to move it to a new position. The connections (edges) follow automatically. Use this to keep your workflow clear and easy to read.
Save the template
Click the Save template button in the top right corner. A dialog appears with the following fields: Workflow template name: Required — a clear, descriptive name for the template (e.g. "New member onboarding"). Short description: Not required — a brief summary of what this workflow does. Helps your team understand the template at a glance. The name and description will be pre-filled with the current values. A warning banner in the dialog reminds you: "All activated workflows will not be affected by the edit, only future workflows." Click Save to confirm, or Cancel to go back to editing.
Do you need help?
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