How to Create and Use Workflows

How to Create and Use Workflows

The workflow builder is an advanced tool that allows you to create seamless automation by combining the power of triggers, campaigns, and additional features. It provides a comprehensive approach to automating tasks within Advisor's Growth.

Step 1: Access the Workflows List

1. Navigate to the Automation section in the main menu and select the Workflows tab. Here, you can view your drafted, published, and paused workflows.

2. To create a new workflow, click the + Create Workflow button in the upper right corner.

3. For existing workflows, use the ⋮ menu to edit, delete, or duplicate them as needed.

4. If you have a large number of workflows, you can use the Previous and Next buttons to navigate through them easily.

5. Organize your workflows by clicking Create Folder to manage them more efficiently.

6. Use the Filters section to filter workflows by drafted, published, or paused status.

Step 2: Create a Workflow and Explore the Builder

1. Click the + Create Workflow button.

2. Choose between starting from scratch or using pre-designed templates/recipes.

3. To enter the Workflow Builder, click + Create New Workflow.

4. In the builder, you can:

   • Rename your workflow by clicking the pencil icon.

   • Switch between tabs like Builder, Settings, Enrollment History, and Execution Logs to customize your workflow in detail.

   • Add Triggers and Actions to design the flow of automation.

   • Test the workflow by using the Test Workflow button.

5. Save your changes regularly, and when you’re ready, switch the workflow from Draft to Publish mode to activate it.

Step 3: Setting Up Workflow Triggers

1. Add a new trigger by selecting the Add New Workflow Trigger option.

2. Customize the trigger with filters to define the conditions that will activate the workflow.

3. Save the trigger to include it in your workflow.

Tip: You can incorporate multiple triggers within a single workflow to create more complex action sequences. Use the If/Else action to build branching paths for advanced automation. For more details, refer to the "Workflow Action: If/Else" guide in the helpdesk.

Step 4: Setting Up Workflow Actions

1. To add a new action, click the + icon.

2. Customize the action according to your specific workflow needs.

3. Save your changes after setting up each action.

For further assistance on triggers and actions, you can search for "Workflow" in the helpdesk for more detailed setup instructions.

Step 5: Save, Test, and Publish Your Workflow

1. Save the workflow using the blue Save button.

2. Test it by running it on a test contact to ensure that everything works as expected.

3. Once you confirm that the workflow is functioning properly, switch its status to Publish and save it to make it active and operational.

FAQs

1. How do I access the Workflows List?
Go to the Automation section in the main menu and select the Workflows tab. Here, you can view all drafted, published, and paused workflows. Click + Create Workflow to start a new workflow or use the ⋮ menu to edit, delete, or duplicate existing ones.

2. How can I create and set up a new workflow?
Click + Create Workflow, then either start from scratch or use a template. In the Workflow Builder, rename your workflow, add triggers and actions, test the workflow, and once you're satisfied, save and publish it.

3. How do I set up triggers and actions in a workflow?
To set up a trigger, click Add New Workflow Trigger, customize it with filters, and save. For actions, click the + icon, configure it, and save. You can find more detailed help in the helpdesk by searching for "Workflow".

4. How do I test and publish my workflow?
Once your workflow is set up, save it and test it on a test contact. If everything works as expected, switch the status to Publish, and your automation will go live.