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VIDEO: Workflows
- 2 Minutes to read
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Topics Covered
- 00:00 Introduction
- 00:20 Where to find Workflows
- 00:40 What can Workflows do
- 01:54 Intro to Workflows - starting to create a workflow
- 01:56 Title and Description
- 02:55 Active or non-active workflow
- 03:40 Triggers - what action or actions trigger the workflow. Can the user trigger the workflow?
- 05:35 Multiple triggers
- 05:55 Steps - what actions are done with the workflow is triggered
- 06:20 When set up, how can a Workflow be selected to action?
Details
- 07:45 - Triggers - details of individual Triggers
- 08:00 Person is added
- 08:28 Group - a contact is added to or removed from a group
- 09:25 Person Field - a data field is changed or set to a value
- 11:50 Household (Organisation) Field -
- 12:20 Email Address - is added, changed or deleted.
- 13:40 Manually from the Person's screen - select a workflow on a person's profile page, or when approving a form
- 14:45 Manually from the Mobile App
- 16:00 Unsubscribe
- 16:15 When a user chooses to unsubscribe from all emails
- 16:50 When a user chooses to cancel their unsubscribe from all emails
- 17:25 When a user chooses to pause themselves from receiving emails
- 17:50 Mail types - use the Manual trigger - for details see: /v1/docs/14-workflows#mail-types-subscribe-or-unsubscribe
Form example - steps available in workflows
* 18:30 Details on how to set up workflows to action once a form has been received
* 19:30 Send Email
* 23:30 Send a Text
* 24:25 Make an Email Address Inactive
* 25:15 Change a Persons Field
* 27:30 Change a Household Field
* 27:40 Add the Person to group
* 28:20 Remove from a group
* 29:00 Change a person's permission in a group
* 29:35 Update Mailchimp
* 30:23 Unsubscribe from Mailchimp
* 30:40 Add a Note
* 33:30 Add a To Do
* 36:30 Workflow Stop - workflow waits for task to complete before moving to next step
* 39:00 Wait - pause for preset period of time before moving to the next step
* 40:00 Add to a Work Queue
Workflows - routing to additional workflows
* 43:48 Add to a Workflow - once this step has concluded add to a separate Workflow
* 44:20 Add to a Workflow - with condition - if a certain condition is met, add the contact to a separate workflow
Planning Your Workflow
- 49:49 Planning
Example - trigger via a form, and through email subscribe/unsubscribe
- 51:30 Example workflow - complete setting up of the workflow and triggering it by adding a new person, through a person's profile, or when approving a form
- Person Added or Manual Trigger to trigger workflow when working with forms - the approver has to select the appropriate workflow, the form itself doesn't trigger workflows
Mail Types - Subscribe or Unsubscribe
- 56:57 - set up Mail Types through Administration and select the Workflow when the person subscribes or unsubscribes from a specific Mail Type
Workflow Timeline
- 58:45 Profile Workflow Timeline - list of workflow history for a person
For details on Workflows within the infoodle Help system, see Workflows