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Workflow Builder

Building Automated Message Sequences

Written by Rudy Wetou

Our visual builder enables powerful automation with these features:

1. Action Components and Triggers - Drag and drop to build your sequence
Triggers:
Workflow Trigger - Start your workflow
Actions:

  • Send SMS - Send an SMS message

  • Wait - Wait for a specific duration

2. Publish/Unpublish - Control when your workflow is active

3. Workflow Settings - Configure how this workflow behaves when running

  • Allow Reentry - Allow contacts to reenter this workflow

  • Remove from Existing Workflows - Remove contact from other workflows when enrolled

  • Time Zone - Set workflow timezone preferences

  • Time Window - Only send messages during specific hours

4. Phone Number Settings - Configure how phone numbers are assigned when this workflow runs

  • Single Phone Number - Use one phone number for all messages in this workflow

  • Number Pool - Rotate between multiple numbers automatically to distribute message volume

  • Use Existing Numbers - Use the same number that last contacted each person

5. Time Window - Set active hours for message delivery

6. Add Trigger - Place triggers directly on canvas

7. Pause Workflow - Temporarily halt all workflow activities

8. Clear All Enrollments - Remove all contacts and cancel scheduled tasks (irreversible)

9. Save Changes - Preserve your workflow configuration

10. Canvas Area - Design space where triggers and actions are arranged


Conclusion:

Start building your first workflow today and watch your customer engagement soar while saving valuable time. Our intuitive builder empowers you to create sophisticated communication flows that respond to customer actions in real-time, ensuring the right message reaches the right person at exactly the right moment.

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