Workflows

Access Workflows: Go to “Settings” > “Nurturing” > “Workflows.”
Create a Workflow: Click “+ Workflow.”
Name and Settings:
- Give your workflow a descriptive name.
- Select the workflow’s language.
- Assign a default sender from the “Senders” you’ve added.
Edit Audience:
- Audience Type: Choose between “Static” (fixed list) or “Dynamic” (updates based on criteria). It’s recommended to use “Dynamic” for ongoing nurturing.
- Segments: If using “Dynamic,” select the segments you want to target.
- Products: Specify which product(s) are relevant to this workflow.
- Recycle Reason: If applicable, choose the recycle reason(s) that should trigger this workflow.
- Trigger: Define when the workflow should start (e.g., when a product is recycled).
Add Email Steps:
- Click “+”, then select “Send Email” to add an email step to your workflow.
- Choose the email template you want to use.
- Set the “Delay” to determine when this email will be sent relative to other steps (e.g., send immediately, after 1 day, after 3 days).
- Choose the sender for this specific email (if different from the default).
- Use the position setting to choose where in the workflow this step should appear.
Activate Workflow: Toggle the workflow’s status to “Active” to start sending emails.
Manage Workflow: In this tab you can see all the actions, templates and delays in the workflow.