VIDEO: Workflows

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