How to Create a Workflow

This article walks you through building a workflow from scratch: naming it, adding a trigger, and chaining actions after it.

Go to Workflows in the left sidebar and click New Workflow (or Create a new Workflow if this is your first one).

Give your workflow a name so you can find it back later, then click Continue.

You land in the workflow editor with a single Start Workflow node. Click it to open the trigger picker.

Choose a trigger from the list; see Understanding Workflow Triggers for what each one does.

Depending on the trigger, you'll configure its specifics; for example, the Contact Tagged trigger asks which tag(s) to watch and whether to include contacts that already had the tag before the workflow existed.

Click Ok to add the trigger to the canvas.

Click the + icon on the edge below your trigger to open the action picker.

Pick an action; see Understanding Workflow Actions for the full list. Fill in its settings (for Send Email Template, that's a sender, subject, and template), then click Ok.

Your workflow now shows both nodes connected in sequence.

Tip: Keep adding actions the same way; click the + on any edge to insert the next step. Use the If Branch tab instead of Actions to split the workflow into two paths based on a condition; see How to Use If Branches in a Workflow.

Click the Settings icon in the left rail of the editor to open Workflow settings. The current option here is Allow user to enter workflow more than once. Turn this off if a contact should only ever go through this workflow a single time.

Click Save in the bottom left of the canvas. Your workflow is created and set to active immediately.