Workflow User Guide

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Automating customer life cycle from the moment of registering/signing up until conversion and further is a challenge for every marketer. The Workflows feature facilitates this process.

It allows to build marketing automation scenarios that execute according to the predefined sequence of events.

Its easy-to-use interface include interconnected drag&drop elements that help to set up and visualize the logic behind each marketing scenario.

Content:

  1. Basic concepts
  2. Workflow events
  3. Creating a workflow
  4. Managing data fields
  5. Working with Custom events
  6. Reports

Download our guide and learn how to use it to create email automation. This document is intended for client’s internal use only.